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 |
|---|---|---|---|---|---|
| Community Bank & Trust, Waco, Texas | 3,033 | $1.70M | 0.39% | −18−0.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,026 | $1.71M | 0.78% | −152−4.8% | Reduced |
| Everpar Advisors LLC | 3,045 | $1.71M | 0.78% | −133−4.2% | Reduced |
| Pacific Point Advisors, LLC | 3,045 | $1.71M | 0.93% | +44+1.5% | Added |
| State of Wyoming | 3,048 | $1.71M | 0.21% | −3,440−53.0% | Reduced |
| Koa Wealth Management, LLC | 3,061 | $1.72M | 1.37% | −21−0.7% | Reduced |
| Interchange Capital Partners, LLC | 3,072 | $1.73M | 0.40% | +38+1.3% | Added |
| Cornercap Investment Counsel Inc | 3,088 | $1.74M | 0.90% | −27−0.9% | Reduced |
| SS&H Financial Advisors, Inc. | 3,104 | $1.74M | 0.58% | −25−0.8% | Reduced |
| Legato Capital Management LLC | 3,108 | $1.75M | 0.21% | +20+0.6% | Added |
| Cross Staff Investments Inc | 3,112 | $1.75M | 1.30% | +113+3.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,120 | $1.75M | 0.30% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,123 | $1.75M | 0.28% | +22+0.7% | Added |
| Waldron Private Wealth LLC | 3,130 | $1.76M | 0.08% | −48−1.5% | Reduced |
| Hamilton Capital, LLC | 3,130 | $1.76M | 0.10% | −64−2.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,131 | $1.76M | 0.40% | −199−6.0% | Reduced |
| First National Bank Sioux Falls | 3,160 | $1.78M | 0.65% | −93−2.9% | Reduced |
| Capital Counsel LLC | 3,163 | $1.78M | 0.07% | −193−5.8% | Reduced |
| RD Lewis Holdings, Inc. | 3,170 | $1.78M | 1.80% | +1,163+57.9% | Added |
| Aft, Forsyth & Sober, LLC | 3,175 | $1.78M | 0.60% | +250+8.5% | Added |
| Zions Bancorporation, National Association | 3,179 | $1.79M | 0.10% | +213+7.2% | Added |
| Platform Technology Partners | 3,203 | $1.80M | 0.47% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 3,204 | $1.80M | 0.17% | +368+13.0% | Added |
| Optiver Holding B.V. | 3,209 | $1.80M | 0.05% | +1,246+63.5% | Added |
| Winch Advisory Services, LLC | 3,223 | $1.81M | 0.44% | +24+0.8% | Added |
| Sheets Smith Wealth Management | 3,238 | $1.82M | 0.21% | +947+41.3% | Added |
| Journey Advisory Group, LLC | 3,243 | $1.82M | 0.14% | +327+11.2% | Added |
| Aster Capital Management (DIFC) Ltd | 3,263 | $1.83M | 0.42% | +3,263 | New |
| Independent Solutions Wealth Management, LLC | 3,265 | $1.83M | 0.36% | −43−1.3% | Reduced |
| Missouri Trust & Investment Co | 3,265 | $1.83M | 0.60% | −55−1.7% | Reduced |
| Retirement Guys Formula LLC | 3,268 | $1.84M | 0.70% | +133+4.2% | Added |
| Corps Capital Advisors, LLC | 3,280 | $1.84M | 2.96% | +16+0.5% | Added |
| Hilltop National Bank | 3,297 | $1.85M | 0.48% | +3,297 | New |
| Aua Capital Management, LLC | 3,301 | $1.85M | 1.11% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 3,315 | $1.86M | 1.21% | +78+2.4% | Added |
| CVFG LLC | 3,318 | $1.86M | 1.48% | −72−2.1% | Reduced |
| WBH Advisory Inc | 3,324 | $1.87M | 0.16% | +4+0.1% | Added |
| Aspiriant, LLC | 3,326 | $1.87M | 0.06% | +219+7.0% | Added |
| Ethos Financial Group, LLC | 3,328 | $1.87M | 0.16% | +154+4.9% | Added |
| HMS Capital Management, LLC | 3,333 | $1.87M | 0.84% | −89−2.6% | Reduced |
| American National Bank | 3,345 | $1.88M | 0.19% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,368 | $1.89M | 0.32% | +285+9.2% | Added |
| Union Savings Bank | 3,345 | $1.89M | 0.87% | −20−0.6% | Reduced |
| Van Strum & Towne Inc. | 3,375 | $1.90M | 0.60% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,393 | $1.91M | 0.31% | −38−1.1% | Reduced |
| Clear Creek Financial Management, LLC | 3,394 | $1.91M | 0.18% | −4−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,866 | $1.91M | 0.18% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 3,368 | $1.92M | 0.72% | +20+0.6% | Added |
| Ameritas Advisory Services, LLC | 3,428 | $1.93M | 0.10% | −5,057−59.6% | Reduced |
| Prudent Man Advisors, LLC | 3,430 | $1.93M | 0.61% | +857+33.3% | Added |
| HF Advisory Group, LLC | 3,431 | $1.93M | 0.76% | −327−8.7% | Reduced |
| Heritage Trust Co | 3,437 | $1.93M | 0.22% | −139−3.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,441 | $1.93M | 0.81% | −97−2.7% | Reduced |
| Stamos Capital Partners, L.P. | 3,444 | $1.94M | 0.35% | +887+34.7% | Added |
| Aprio Wealth Management, LLC | 3,449 | $1.94M | 0.22% | −178−4.9% | Reduced |
| Cahill Financial Advisors Inc | 3,452 | $1.94M | 0.24% | −49−1.4% | Reduced |
| Synergy Financial Group, LTD | 3,461 | $1.94M | 1.43% | −39−1.1% | Reduced |
| Wallace Advisory Group, LLC | 3,557 | $1.95M | 1.42% | −118−3.2% | Reduced |
| Hutchinson Financial Advisors, INC | 3,581 | $1.96M | 2.19% | +3,581 | New |
| Arete Wealth Advisors, LLC | 3,490 | $1.96M | 0.14% | −728−17.3% | Reduced |
| Focus Financial Network, Inc. | 3,501 | $1.97M | 0.08% | −1,375−28.2% | Reduced |
| Polymer Capital Management (US) LLC | 3,508 | $1.97M | 0.32% | +3,508 | New |
| Prakash Investment Advisors LLC | 3,600 | $1.97M | 2.20% | 00.0% | Unchanged |
| Harrington Investments, INC | 3,519 | $1.98M | 1.05% | +41+1.2% | Added |
| BLB&B Advisors, LLC | 3,537 | $1.99M | 0.09% | −78−2.2% | Reduced |
| HBW Advisory Services LLC | 3,538 | $1.99M | 0.25% | +3,538 | New |
| Catalyst Financial Partners LLC | 3,553 | $2.00M | 0.22% | −109−3.0% | Reduced |
| 3Chopt Investment Partners, LLC | 3,554 | $2.00M | 0.48% | +374+11.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,562 | $2.00M | 0.26% | −28−0.8% | Reduced |
| Davis R M Inc | 3,563 | $2.00M | 0.04% | +475+15.4% | Added |
| RDA Financial Network | 3,573 | $2.01M | 0.54% | −6−0.2% | Reduced |
| Pollock Investment Advisors, LLC | 3,584 | $2.01M | 1.64% | −253−6.6% | Reduced |
| Evernest Financial Advisors, LLC | 3,590 | $2.02M | 0.65% | +28+0.8% | Added |
| James Hambro & Partners | 3,599 | $2.02M | 0.08% | +88+2.5% | Added |
| Formidable Asset Management, LLC | 3,692 | $2.02M | 0.34% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 3,607 | $2.03M | 0.55% | −35−1.0% | Reduced |
| Revolve Wealth Partners, LLC | 3,607 | $2.03M | 0.26% | +4+0.1% | Added |
| Means Investment Co., Inc. | 3,612 | $2.03M | 0.19% | +156+4.5% | Added |
| Dynamic Technology Lab Private Ltd | 3,620 | $2.03M | 0.28% | +1,160+47.2% | Added |
| Prossimo Advisors, LLC | 3,627 | $2.04M | 1.64% | −246−6.4% | Reduced |
| Beacon Financial Group | 3,630 | $2.04M | 0.21% | +93+2.6% | Added |
| Proficio Capital Partners LLC | 3,632 | $2.04M | 0.13% | +582+19.1% | Added |
| FCG Investment Co | 3,636 | $2.04M | 1.07% | −763−17.3% | Reduced |
| Alpha Cubed Investments, LLC | 3,637 | $2.04M | 0.08% | −242−6.2% | Reduced |
| L2 Asset Management, LLC | 3,639 | $2.05M | 0.33% | +173+5.0% | Added |
| New Millennium Group LLC | 3,640 | $2.05M | 1.13% | +3,167+669.6% | Added |
| Capital Investment Advisory Services, LLC | 3,644 | $2.05M | 0.17% | +499+15.9% | Added |
| Greykasell Wealth Strategies, Inc. | 3,657 | $2.06M | 0.98% | +31+0.9% | Added |
| Transatlantique Private Wealth LLC | 3,670 | $2.06M | 0.76% | +46+1.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,674 | $2.06M | 0.85% | −406−10.0% | Reduced |
| Arrow Financial Corp | 3,682 | $2.07M | 0.22% | −90−2.4% | Reduced |
| Dunhill Financial, LLC | 5,391 | $2.08M | 0.60% | +1,791+49.8% | Added |
| Marshall Financial Group LLC | 3,682 | $2.08M | 0.41% | −377−9.3% | Reduced |
| Copperleaf Capital, LLC | 3,709 | $2.08M | 1.05% | −30−0.8% | Reduced |
| Platinum Investment Management Ltd | 3,714 | $2.09M | 0.14% | −1,520−29.0% | Reduced |
| Curated Wealth Partners LLC | 3,735 | $2.10M | 0.25% | +10.0% | Added |
| Strait & Sound Wealth Management LLC | 3,746 | $2.11M | 0.89% | −36−1.0% | Reduced |
| Generali Investments, Management Co LLC | 3,752 | $2.11M | 0.48% | +999+36.3% | Added |
| Valmark Advisers, Inc. | 3,753 | $2.11M | 0.03% | +123+3.4% | Added |
| Ransom Advisory, Ltd | 3,754 | $2.11M | 0.99% | +95+2.6% | Added |