Mastercard Inc
MA- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001141391
In the last 90 days, Mastercard Inc insiders filed 0 open-market purchases and 11 sales; 3,633 institutions reported holding it in 13F filings for Q2 2026, worth $396.2B in total; 12 superinvestors hold it, including Pershing Square and Akre Capital Management.
13F holders, Q2 2025
Institutional positions in Mastercard Inc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,536
- +98 vs. Q1 2025
- Shares held
- 798.1M
- −1.30M (−0.2%) vs. Q1 2025
- Total value
- $448.2B
- +$11.0B (+2.5%) vs. Q1 2025
- New holders
- 216
- 1,444 more added
- Sold out
- 118
- 1,355 more reduced
53 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $262.5B |
| Q4 2021 | 2,646 | $264.8B |
| Q3 2021 | 2,455 | $255.2B |
| Q2 2021 | 2,494 | $270.2B |
| Q1 2021 | 2,484 | $265.3B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Werlinich Asset Management, LLC | 1,643 | $923.3K | 0.50% | −75−4.4% | Reduced |
| CAP Partners, LLC | 1,646 | $925.0K | 0.58% | +4+0.2% | Added |
| Compass Capital Corp | 1,634 | $926.6K | 0.44% | +16+1.0% | Added |
| Atticus Wealth Management, LLC | 1,651 | $927.7K | 0.25% | +253+18.1% | Added |
| Carr Financial Group Corp | 1,654 | $929.6K | 0.27% | +49+3.1% | Added |
| Salomon & Ludwin, LLC | 1,656 | $929.9K | 0.09% | +60+3.8% | Added |
| Breed's Hill Capital LLC | 1,655 | $929.9K | 0.45% | −6−0.4% | Reduced |
| Tevis Investment Management | 1,655 | $930.0K | 0.60% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,657 | $931.2K | 0.33% | −24−1.4% | Reduced |
| Disciplined Equity Management, Inc. | 1,660 | $932.8K | 0.55% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,660 | $932.9K | 0.12% | +28+1.7% | Added |
| Van Den Berg Management I, Inc | 1,672 | $939.6K | 0.27% | −52−3.0% | Reduced |
| Green Harvest Asset Management LLC | 1,672 | $939.6K | 0.02% | −146−8.0% | Reduced |
| Catalyst Capital Advisors LLC | 1,673 | $940.1K | 0.02% | −1,173−41.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,673 | $940.1K | 0.30% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 1,676 | $941.8K | 0.21% | +1,676 | New |
| Argus Investors' Counsel, Inc. | 1,676 | $941.9K | 0.67% | −402−19.3% | Reduced |
| Hoxton Planning & Management, LLC | 1,680 | $944.1K | 0.33% | −49−2.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,680 | $944.1K | 0.42% | −32−1.9% | Reduced |
| Consilium Wealth Advisory, LLC | 1,683 | $945.5K | 0.40% | −10−0.6% | Reduced |
| Landing Point Financial Group, LLC | 1,684 | $946.1K | 0.60% | −11−0.6% | Reduced |
| Quest Partners LLC | 1,684 | $946.3K | 0.09% | −2,505−59.8% | Reduced |
| Canvas Wealth Advisors, LLC | 1,666 | $946.8K | 0.19% | +38+2.3% | Added |
| Aberdeen Wealth Management LLC | 1,685 | $947.1K | 0.63% | 00.0% | Unchanged |
| Blackstone Group Inc. | 1,686 | $947.4K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,687 | $948.1K | 0.08% | +573+51.4% | Added |
| Souders Financial Advisors | 1,688 | $948.7K | 0.12% | +413+32.4% | Added |
| PFC Capital Group, Inc. | 1,692 | $950.0K | 0.44% | 00.0% | Unchanged |
| Haven Private, LLC | 1,691 | $950.2K | 0.42% | +384+29.4% | Added |
| D'Orazio & Associates, Inc. | 1,692 | $950.8K | 0.13% | +94+5.9% | Added |
| Five Oceans Advisors | 1,696 | $953.0K | 0.41% | +22+1.3% | Added |
| Advance Capital Management, Inc. | 1,697 | $953.5K | 0.04% | −9−0.5% | Reduced |
| Silicon Valley Capital Partners | 1,698 | $954.1K | 0.10% | +2+0.1% | Added |
| Crowley Wealth Management, Inc. | 1,699 | $954.6K | 0.87% | −32−1.8% | Reduced |
| SkyOak Wealth, LLC | 1,700 | $955.3K | 0.19% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,700 | $955.4K | 0.22% | +20+1.2% | Added |
| Dividend Assets Capital, LLC | 1,703 | $957.0K | 0.17% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,705 | $958.1K | 0.14% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 1,686 | $958.1K | 0.26% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,705 | $963.5K | 0.16% | +36+2.2% | Added |
| New England Research & Management, Inc. | 1,715 | $964.0K | 0.46% | +10+0.6% | Added |
| Hara Capital LLC | 1,716 | $964.3K | 0.60% | −657−27.7% | Reduced |
| Axq Capital, LP | 1,717 | $964.9K | 0.31% | −960−35.9% | Reduced |
| Byrne Asset Management LLC | – | $966.0K | 0.65% | – | – |
| Sivia Capital Partners, LLC | 1,721 | $967.1K | 0.33% | −239−12.2% | Reduced |
| Birch Financial Group, LLC | 1,722 | $967.7K | 0.77% | −25−1.4% | Reduced |
| Brookwood Investment Group LLC | 1,723 | $968.0K | 0.16% | −685−28.4% | Reduced |
| Cookson Peirce & Co Inc | 1,727 | $970.2K | 0.04% | +227+15.1% | Added |
| Navellier & Associates Inc | 1,728 | $971.0K | 0.12% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,729 | $971.6K | 0.43% | −129−6.9% | Reduced |
| Newport Capital Group, LLC | 1,732 | $973.2K | 0.66% | −66−3.7% | Reduced |
| Prosperity Financial Group, Inc. | 1,734 | $974.3K | 0.41% | +256+17.3% | Added |
| Summa Corp. | 1,736 | $975.5K | 0.51% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,736 | $975.7K | 0.07% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,741 | $978.3K | 0.83% | −60−3.3% | Reduced |
| Evermay Wealth Management LLC | 1,742 | $978.9K | 0.12% | +13+0.8% | Added |
| Brave Asset Management Inc | 1,743 | $979.5K | 0.27% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 1,743 | $979.6K | 0.76% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,746 | $980.9K | 0.22% | −13−0.7% | Reduced |
| ORG Wealth Partners, LLC | 1,737 | $981.3K | 0.23% | +170+10.8% | Added |
| Tilia Fiduciary Partners, Inc. | 1,748 | $982.4K | 0.60% | +9+0.5% | Added |
| LifeWealth Investments, LLC | 1,759 | $988.7K | 0.17% | +352+25.0% | Added |
| Brown Capital Management LLC | 1,768 | $993.5K | 0.03% | −466−20.9% | Reduced |
| Hayek Kallen Investment Management | 1,775 | $997.0K | 0.34% | +462+35.2% | Added |
| Strategic Financial Services, Inc, | 1,774 | $997.1K | 0.05% | −5−0.3% | Reduced |
| Smart Money Group LLC | 1,777 | $998.5K | 0.31% | +269+17.8% | Added |
| Collective Family Office LLC | 1,779 | $999.7K | 0.26% | −451−20.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,780 | $1.00M | 0.01% | −168−8.6% | Reduced |
| Fragasso Group Inc. | 1,785 | $1.00M | 0.07% | +88+5.2% | Added |
| Brandywine Managers, LLC | 1,785 | $1.00M | 1.00% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 1,786 | $1.00M | 0.02% | −162−8.3% | Reduced |
| Richard W. Paul & Associates, LLC | 1,786 | $1.00M | 0.36% | +1+0.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,787 | $1.00M | 0.22% | −2−0.1% | Reduced |
| Lazari Capital Management, Inc. | 1,792 | $1.01M | 0.38% | −45−2.4% | Reduced |
| Strategic Investment Advisors | 1,795 | $1.01M | 0.10% | −113−5.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,795 | $1.01M | 0.76% | +340+23.4% | Added |
| Augustine Asset Management Inc | 1,796 | $1.01M | 0.27% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,797 | $1.01M | 0.19% | +36+2.0% | Added |
| IMA Wealth, Inc. | 1,798 | $1.01M | 0.11% | +55+3.2% | Added |
| Alpine Bank Wealth Management | 1,799 | $1.01M | 0.15% | +24+1.4% | Added |
| E&G Advisors, LP | 1,805 | $1.01M | 0.26% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,808 | $1.02M | 0.07% | +108+6.4% | Added |
| Ameriflex Group, Inc. | 1,864 | $1.02M | 0.53% | +513+38.0% | Added |
| Radnor Capital Management, LLC | 1,812 | $1.02M | 0.16% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,815 | $1.02M | 0.40% | 00.0% | Unchanged |
| Abound Financial, LLC | 1,817 | $1.02M | 0.45% | −16−0.9% | Reduced |
| MainStreet Investment Advisors LLC | 1,822 | $1.02M | 0.14% | +15+0.8% | Added |
| Oxford Asset Management LLP | 1,829 | $1.03M | 0.34% | +1,829 | New |
| Costello Asset Management, INC | 1,837 | $1.03M | 0.39% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,837 | $1.03M | 0.11% | +61+3.4% | Added |
| Mosaic Family Wealth Partners, LLC | 1,839 | $1.03M | 0.13% | −44−2.3% | Reduced |
| Essex LLC | 1,841 | $1.03M | 0.20% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 1,842 | $1.04M | 1.90% | −1,700−48.0% | Reduced |
| Marino, Stram & Associates LLC | 1,845 | $1.04M | 0.21% | +146+8.6% | Added |
| Avantax Planning Partners, Inc. | 1,848 | $1.04M | 0.03% | +168+10.0% | Added |
| Sunflower Bank, N.A. | 1,850 | $1.04M | 0.26% | +97+5.5% | Added |
| Granite Harbor Advisors, Inc. | 1,850 | $1.04M | 0.49% | +123+7.1% | Added |
| Banque Transatlantique SA | 1,844 | $1.04M | 0.03% | +860+87.4% | Added |
| Diversified Enterprises, LLC | 1,854 | $1.04M | 0.08% | −229−11.0% | Reduced |
| Cadinha & Co LLC | 1,861 | $1.05M | 0.17% | −50−2.6% | Reduced |