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 |
|---|---|---|---|---|---|
| Crew Capital Management, Ltd. | 2,236 | $1.26M | 0.90% | +1,503+205.0% | Added |
| Jacobsen Capital Management | 2,237 | $1.26M | 0.46% | +218+10.8% | Added |
| Advisory Alpha, LLC | 2,237 | $1.26M | 0.04% | +308+16.0% | Added |
| Portfolio Design Labs, LLC | 2,240 | $1.26M | 0.25% | −5,176−69.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,248 | $1.26M | 0.44% | +137+6.5% | Added |
| Naples Global Advisors, LLC | 2,252 | $1.27M | 0.11% | +265+13.3% | Added |
| Avidian Wealth Solutions, LLC | 2,255 | $1.27M | 0.05% | +236+11.7% | Added |
| Teza Capital Management LLC | 2,256 | $1.27M | 0.95% | +526+30.4% | Added |
| IronOak Wealth LLC. | 2,257 | $1.27M | 1.23% | +2,257 | New |
| Lebenthal Global Advisors, LLC | 2,258 | $1.27M | 0.24% | +500+28.4% | Added |
| Empirical Asset Management, LLC | 2,258 | $1.27M | 0.39% | +293+14.9% | Added |
| Triad Wealth Partners, LLC | 2,262 | $1.27M | 0.26% | +492+27.8% | Added |
| Marks Group Wealth Management, Inc | 2,262 | $1.27M | 0.12% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 2,234 | $1.27M | 0.45% | +431+23.9% | Added |
| Mendel Money Management | 2,269 | $1.28M | 0.56% | −40−1.7% | Reduced |
| Fiduciary Family Office, LLC | 2,270 | $1.28M | 0.42% | −57−2.4% | Reduced |
| KC Investment Advisors, LLC | 2,272 | $1.28M | 0.44% | +18+0.8% | Added |
| Old North State Trust, LLC | 2,276 | $1.28M | 0.87% | +392+20.8% | Added |
| First Heartland Consultants, Inc. | 2,277 | $1.28M | 0.11% | +289+14.5% | Added |
| SkyView Investment Advisors, LLC | 2,318 | $1.28M | 0.18% | +73+3.3% | Added |
| Bingham Private Wealth, LLC | 2,278 | $1.28M | 1.22% | +50+2.2% | Added |
| Lifestyle Asset Management, Inc. | 2,280 | $1.28M | 0.60% | +70+3.2% | Added |
| Northern Financial Advisors Inc | 2,286 | $1.28M | 0.96% | −21−0.9% | Reduced |
| Advisory Resource Group | 2,299 | $1.29M | 0.25% | +42+1.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,302 | $1.29M | 0.00% | −121−5.0% | Reduced |
| Nilsine Partners, LLC | 2,312 | $1.30M | 0.13% | −186−7.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,318 | $1.30M | 0.13% | +11+0.5% | Added |
| IMS Capital Management | 2,319 | $1.30M | 0.61% | −120−4.9% | Reduced |
| Trustmark National Bank Trust Department | 2,321 | $1.30M | 0.09% | +289+14.2% | Added |
| LRI Investments, LLC | 2,322 | $1.30M | 0.11% | +12+0.5% | Added |
| Amica Retiree Medical Trust | 2,324 | $1.31M | 1.88% | −170−6.8% | Reduced |
| Berkshire Bank | 2,325 | $1.31M | 0.30% | −446−16.1% | Reduced |
| Family Legacy, Inc. | 2,327 | $1.31M | 0.43% | −8−0.3% | Reduced |
| Indiana Trust & Investment Management CO | 2,333 | $1.31M | 0.43% | +64+2.8% | Added |
| One Wealth Capital Management, LLC | 2,352 | $1.32M | 0.62% | −3−0.1% | Reduced |
| Motiv8 Investments LLC | 2,353 | $1.32M | 0.81% | +227+10.7% | Added |
| Crux Wealth Advisors | 2,353 | $1.32M | 0.56% | +420+21.7% | Added |
| Up Strategic Wealth Investment Advisors LLC | 2,354 | $1.32M | 1.03% | −20−0.8% | Reduced |
| Cascade Financial Partners, LLC | 2,356 | $1.32M | 0.16% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 2,356 | $1.32M | 0.48% | −6−0.3% | Reduced |
| Fred Alger Management, LLC | 2,356 | $1.32M | 0.01% | +2,356 | New |
| Detalus Advisors, LLC | 2,371 | $1.33M | 0.39% | −27−1.1% | Reduced |
| Private Wealth Asset Management, LLC | 2,373 | $1.33M | 0.18% | +215+10.0% | Added |
| Provident Trust Co | 2,380 | $1.34M | 0.02% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,381 | $1.34M | 0.41% | +3+0.1% | Added |
| Whitener Capital Management, Inc. | 2,387 | $1.34M | 0.36% | +7+0.3% | Added |
| Perennial Investment Advisors, LLC | 2,388 | $1.34M | 0.13% | +74+3.2% | Added |
| Capital Advisors, Ltd. LLC | 2,390 | $1.34M | 0.17% | +11+0.5% | Added |
| Clifford Swan Investment Counsel LLC | 2,391 | $1.34M | 0.05% | −75−3.0% | Reduced |
| Twin City Private Wealth, LLC | 2,391 | $1.34M | 1.10% | −344−12.6% | Reduced |
| Impact Capital Partners LLC | 2,392 | $1.34M | 0.44% | +43+1.8% | Added |
| Corundum Group, Inc. | 2,402 | $1.35M | 0.60% | +721+42.9% | Added |
| Richardson Financial Services Inc. | 2,395 | $1.35M | 0.91% | +20+0.8% | Added |
| Guardian Wealth Advisors, LLC | 2,407 | $1.35M | 0.10% | +4+0.2% | Added |
| EPG Wealth Management LLC | 2,410 | $1.35M | 0.41% | −59−2.4% | Reduced |
| Castleview Partners, LLC | 2,414 | $1.36M | 0.87% | +5+0.2% | Added |
| Clark Financial Services Group Inc | 2,424 | $1.36M | 0.84% | +111+4.8% | Added |
| SeaCrest Wealth Management, LLC | 2,429 | $1.36M | 0.15% | −400−14.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,430 | $1.37M | 0.19% | −36−1.5% | Reduced |
| VisionPoint Advisory Group, LLC | 2,434 | $1.37M | 0.30% | +1,240+103.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,434 | $1.37M | 0.03% | −91−3.6% | Reduced |
| MJP Associates Inc | 2,437 | $1.37M | 0.20% | +228+10.3% | Added |
| Oak Family Advisors, LLC | 2,437 | $1.37M | 0.50% | −15−0.6% | Reduced |
| Versant Capital Management, Inc | 2,438 | $1.37M | 0.21% | +152+6.6% | Added |
| Money Concepts Capital Corp | 2,438 | $1.37M | 0.09% | +624+34.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,505 | $1.37M | 0.54% | +2,505 | New |
| Seeds Investor LLC | 2,445 | $1.37M | 0.32% | −128−5.0% | Reduced |
| Spirit of America Management Corp | 2,450 | $1.38M | 0.29% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,456 | $1.38M | 0.07% | −5,443−68.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,457 | $1.38M | 0.62% | −17−0.7% | Reduced |
| River Street Advisors LLC | 2,460 | $1.38M | 0.60% | +124+5.3% | Added |
| Onyx Bridge Wealth Group LLC | 2,461 | $1.38M | 0.18% | −478−16.3% | Reduced |
| BSW Wealth Partners | 2,464 | $1.38M | 0.19% | +200+8.8% | Added |
| Gratus Wealth Advisors, LLC | 2,467 | $1.39M | 0.21% | −14−0.6% | Reduced |
| Legal Advantage Investments, Inc. | 2,471 | $1.39M | 0.65% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 2,460 | $1.39M | 0.27% | −696−22.1% | Reduced |
| Waterfront Wealth Inc. | 2,474 | $1.39M | 0.31% | +286+13.1% | Added |
| Boreal Capital Management LLC | 2,478 | $1.39M | 1.15% | +2,478 | New |
| Doliver Advisors, LP | 2,479 | $1.39M | 0.38% | −70−2.7% | Reduced |
| Cromwell Holdings LLC | 2,481 | $1.39M | 0.85% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,482 | $1.39M | 0.55% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 2,441 | $1.40M | 1.22% | −198−7.5% | Reduced |
| Veracity Capital LLC | 2,487 | $1.40M | 0.49% | −10−0.4% | Reduced |
| Boltwood Capital Management | 2,488 | $1.40M | 0.40% | +284+12.9% | Added |
| Modern Wealth Management, LLC | 2,489 | $1.40M | 0.03% | +158+6.8% | Added |
| MidWestOne Financial Group, Inc. | 2,491 | $1.40M | 0.18% | +343+16.0% | Added |
| D.B. Root & Company, LLC | 2,492 | $1.40M | 0.41% | −41−1.6% | Reduced |
| Clarendon Private LLC | 2,496 | $1.40M | 1.35% | −392−13.6% | Reduced |
| Evanson Asset Management, LLC | 2,502 | $1.41M | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,506 | $1.41M | 0.09% | +191+8.3% | Added |
| Howard Financial Services, Ltd. | 2,506 | $1.41M | 0.19% | −20−0.8% | Reduced |
| Prentice Wealth Management LLC | 2,515 | $1.41M | 0.37% | −120−4.6% | Reduced |
| Global Assets Advisory, LLC | 2,509 | $1.42M | 0.56% | −47−1.8% | Reduced |
| MOKAN Wealth Management Inc. | 2,526 | $1.42M | 0.79% | +149+6.3% | Added |
| TrueMark Investments, LLC | 2,522 | $1.42M | 0.31% | +2,522 | New |
| Wallace Capital Management Inc. | 2,528 | $1.42M | 0.19% | 00.0% | Unchanged |
| Churchill Management Corp | 2,528 | $1.42M | 0.02% | −41−1.6% | Reduced |
| Buckley Wealth Management, LLC | 2,530 | $1.42M | 0.43% | −15−0.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,536 | $1.43M | 0.41% | +277+12.3% | Added |
| McGowan Group Asset Management, Inc. | 2,538 | $1.43M | 0.18% | +21+0.8% | Added |