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 |
|---|---|---|---|---|---|
| Gries Financial LLC | 2,540 | $1.43M | 0.26% | +380+17.6% | Added |
| Quadcap Wealth Management, LLC | 2,540 | $1.43M | 0.18% | −63−2.4% | Reduced |
| NWF Advisory Services Inc. | 2,544 | $1.43M | 0.17% | +1,516+147.5% | Added |
| Schnieders Capital Management LLC | 2,548 | $1.43M | 0.25% | +200+8.5% | Added |
| Chesapeake Wealth Management | 2,555 | $1.44M | 0.48% | +13+0.5% | Added |
| SevenBridge Financial Group, LLC | 2,502 | $1.44M | 0.25% | −11−0.4% | Reduced |
| Stablepoint Partners, LLC | 2,558 | $1.44M | 0.24% | −131−4.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,558 | $1.44M | 0.87% | +341+15.4% | Added |
| Drive Wealth Management, LLC | 2,561 | $1.44M | 0.32% | −22−0.9% | Reduced |
| Cercano Management LLC | 2,574 | $1.45M | 0.04% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 2,584 | $1.45M | 0.90% | +21+0.8% | Added |
| AlphaCore Capital LLC | 2,586 | $1.45M | 0.06% | +951+58.2% | Added |
| James J. Burns & Company, LLC | 2,592 | $1.46M | 0.24% | −5−0.2% | Reduced |
| Virtus Investment Advisers, Inc. | 2,596 | $1.46M | 0.49% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,603 | $1.46M | 0.30% | −32−1.2% | Reduced |
| Sovran Advisors, LLC | 2,602 | $1.46M | 0.15% | +157+6.4% | Added |
| Pointe Capital Management LLC | 2,605 | $1.46M | 0.76% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,608 | $1.47M | 0.81% | −32−1.2% | Reduced |
| GTS Securities LLC | 2,611 | $1.47M | 0.07% | −1,284−33.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,621 | $1.47M | 0.79% | +34+1.3% | Added |
| Seven Mile Advisory | 2,623 | $1.47M | 0.89% | −52−1.9% | Reduced |
| Amarillo National Bank | 2,632 | $1.48M | 0.27% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,647 | $1.49M | 0.10% | +2,647 | New |
| Providence Wealth Advisors, LLC | 2,676 | $1.49M | 1.02% | +75+2.9% | Added |
| Intellectus Partners, LLC | 2,670 | $1.50M | 0.32% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,676 | $1.50M | 0.45% | −21−0.8% | Reduced |
| Paladin Advisory Group, LLC | 2,679 | $1.51M | 1.15% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,693 | $1.51M | 0.29% | +116+4.5% | Added |
| Sand Hill Global Advisors, LLC | 2,697 | $1.52M | 0.06% | +53+2.0% | Added |
| Hennessy Advisors Inc | 2,700 | $1.52M | 0.05% | −200−6.9% | Reduced |
| OneAscent Financial Services LLC | 2,695 | $1.52M | 0.11% | −105−3.8% | Reduced |
| Culbertson A N & Co Inc | 2,715 | $1.53M | 0.23% | −80−2.9% | Reduced |
| Excalibur Management Corp | 2,716 | $1.53M | 0.57% | −15−0.5% | Reduced |
| CoreCap Advisors, LLC | 2,716 | $1.53M | 0.06% | −60−2.2% | Reduced |
| Integrated Quantitative Investments LLC | 2,723 | $1.53M | 0.45% | +2,723 | New |
| Asset Planning,Inc | 2,723 | $1.53M | 1.15% | 00.0% | Unchanged |
| Challenger Wealth Management | 2,723 | $1.53M | 1.06% | −9−0.3% | Reduced |
| Tyler-Stone Wealth Management | 2,732 | $1.53M | 0.25% | +119+4.6% | Added |
| Accretive Wealth Partners, LLC | 2,738 | $1.54M | 0.50% | +19+0.7% | Added |
| Red Wave Investments LLC | 2,743 | $1.54M | 0.51% | −14−0.5% | Reduced |
| Winthrop Advisory Group LLC | 2,745 | $1.54M | 0.15% | +775+39.3% | Added |
| Sciencast Management LP | 2,751 | $1.55M | 0.32% | +2,751 | New |
| Cape Investment Advisory, Inc. | 2,759 | $1.55M | 0.57% | −624−18.4% | Reduced |
| TFC Financial Management | 2,760 | $1.55M | 0.21% | −193−6.5% | Reduced |
| Forbes J M & Co LLP | 2,762 | $1.55M | 0.14% | −118−4.1% | Reduced |
| 4J Wealth Management LLC | 2,767 | $1.55M | 1.05% | −76−2.7% | Reduced |
| Fielder Capital Group LLC | 2,773 | $1.56M | 0.42% | +29+1.1% | Added |
| Cypress Advisory Group LLC | 2,775 | $1.56M | 1.21% | +597+27.4% | Added |
| BCJ Capital Management, LLC | 2,779 | $1.56M | 0.10% | +140+5.3% | Added |
| Hartford Funds Management Co LLC | 2,791 | $1.57M | 0.14% | +7+0.3% | Added |
| Compton Wealth Advisory Group, LLC | 2,793 | $1.57M | 0.40% | +6+0.2% | Added |
| Roberts Capital Advisors, LLC | 2,801 | $1.57M | 1.17% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,803 | $1.58M | 0.25% | −44−1.5% | Reduced |
| Fortis Capital Advisors, LLC | 2,815 | $1.58M | 0.28% | −67−2.3% | Reduced |
| Biltmore Family Office, LLC | 2,817 | $1.58M | 0.27% | +20+0.7% | Added |
| United Community Bank | 2,823 | $1.59M | 0.54% | −210−6.9% | Reduced |
| Dale Q Rice Investment Management Ltd | 2,861 | $1.59M | 1.32% | −2,861−50.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,833 | $1.59M | 0.15% | −151−5.1% | Reduced |
| Capital & Planning, LLC | 2,833 | $1.59M | 1.08% | +587+26.1% | Added |
| Darden Wealth Group Inc | 2,835 | $1.59M | 0.96% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,840 | $1.60M | 0.35% | −2,161−43.2% | Reduced |
| Rothschild Investment LLC | 2,848 | $1.60M | 0.10% | +152+5.6% | Added |
| KRS Capital Management, LLC | 2,848 | $1.60M | 1.07% | +18+0.6% | Added |
| SC&H Financial Advisors, Inc. | 2,849 | $1.60M | 0.27% | 00.0% | Unchanged |
| Western Financial Corp | 2,863 | $1.61M | 0.86% | +24+0.8% | Added |
| Private Capital Management, LLC | 2,866 | $1.61M | 0.16% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 2,866 | $1.61M | 2.61% | +198+7.4% | Added |
| GKV Capital Management Co., Inc. | 2,875 | $1.62M | 0.71% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 2,881 | $1.62M | 0.06% | −2,525−46.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,881 | $1.62M | 0.38% | +2,351+443.6% | Added |
| Gilbert & Cook, Inc. | 2,884 | $1.62M | 0.22% | +81+2.9% | Added |
| Amussen Hunsaker Associates LLC | 2,885 | $1.62M | 0.18% | −580−16.7% | Reduced |
| Childress Capital Advisors, LLC | 2,888 | $1.62M | 0.41% | +306+11.9% | Added |
| Pine Valley Investments Ltd Liability Co | 2,889 | $1.62M | 0.10% | +291+11.2% | Added |
| Bard Financial Services, Inc. | 2,890 | $1.62M | 0.19% | −775−21.1% | Reduced |
| Legacy Edge Advisors, LLC | 2,890 | $1.62M | 0.22% | +11+0.4% | Added |
| Boston Common Asset Management, LLC | 2,904 | $1.63M | 0.05% | −394−11.9% | Reduced |
| Waterway Wealth Management, LLC | 2,908 | $1.63M | 0.49% | +2,452+537.7% | Added |
| Johnson Financial Group, Inc. | 2,918 | $1.64M | 0.07% | +82+2.9% | Added |
| Affinity Capital Advisors, LLC | 2,920 | $1.64M | 0.28% | +2+0.1% | Added |
| Pacifica Partners Inc. | 2,986 | $1.64M | 0.67% | −13−0.4% | Reduced |
| Professional Financial Advisors, LLC | 2,926 | $1.64M | 0.38% | +21+0.7% | Added |
| Heartland Bank & Trust Co | 2,928 | $1.65M | 0.77% | −27−0.9% | Reduced |
| Florida Financial Advisors, LLC | 2,934 | $1.65M | 0.55% | +613+26.4% | Added |
| Trust Investment Advisors | 2,936 | $1.65M | 1.00% | −118−3.9% | Reduced |
| First National Trust Co | 2,937 | $1.65M | 0.06% | −43−1.4% | Reduced |
| Regatta Capital Group, LLC | 2,940 | $1.65M | 0.28% | +40+1.4% | Added |
| ESG Planning | 2,942 | $1.65M | 0.92% | −30−1.0% | Reduced |
| Impact Investors, Inc | 2,955 | $1.66M | 1.17% | −2−0.1% | Reduced |
| Elevated Capital Advisors, LLC | 3,035 | $1.66M | 0.47% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,940 | $1.67M | 0.30% | −413−12.3% | Reduced |
| Regal Investment Advisors LLC | 2,965 | $1.67M | 0.12% | +1,496+101.8% | Added |
| Buckhead Capital Management LLC | 2,981 | $1.68M | 0.65% | −9−0.3% | Reduced |
| Kovack Advisors, Inc. | 2,984 | $1.68M | 0.16% | +182+6.5% | Added |
| Acropolis Investment Management, LLC | 2,996 | $1.68M | 0.09% | +32+1.1% | Added |
| KCM Investment Advisors LLC | 3,016 | $1.69M | 0.06% | −885−22.7% | Reduced |
| Ocean Capital Management, LLC | 3,020 | $1.70M | 0.37% | +10.0% | Added |
| RiverFront Investment Group, LLC | 3,023 | $1.70M | 0.03% | +200+7.1% | Added |
| Ratan Capital Management LP | 3,100 | $1.70M | 0.83% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 3,028 | $1.70M | 0.36% | +158+5.5% | Added |