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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 3,755 | $2.11M | 0.07% | +1,470+64.3% | Added |
| Legacy Financial Advisors, Inc. | 3,759 | $2.11M | 0.33% | −21−0.6% | Reduced |
| Lantern Wealth Advisors, LLC | 3,959 | $2.11M | 1.26% | +3,959 | New |
| HCR Wealth Advisors | 3,770 | $2.12M | 0.25% | −74−1.9% | Reduced |
| Cambria Investment Management, L.P. | 3,771 | $2.12M | 0.14% | +3,771 | New |
| Middleton & Co Inc | 3,773 | $2.12M | 0.24% | +175+4.9% | Added |
| Guerra Advisors Inc | 3,773 | $2.12M | 1.00% | +617+19.6% | Added |
| VeraBank, N.A. | 3,774 | $2.12M | 0.43% | +50+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 3,786 | $2.13M | 1.03% | +423+12.6% | Added |
| Beaumont Financial Advisors, LLC | 3,789 | $2.13M | 0.15% | +556+17.2% | Added |
| Omnia Family Wealth, LLC | 3,790 | $2.13M | 0.77% | +196+5.5% | Added |
| WealthShield Partners, LLC | 3,797 | $2.13M | 0.26% | +156+4.3% | Added |
| Banco BTG Pactual S.A. | 3,800 | $2.14M | 0.43% | +3,800 | New |
| Shepherd Financial Partners LLC | 3,805 | $2.14M | 0.23% | +28+0.7% | Added |
| 44 Wealth Management LLC | 3,809 | $2.14M | 0.76% | −11−0.3% | Reduced |
| Advisor OS, LLC | 3,820 | $2.15M | 0.21% | −174−4.4% | Reduced |
| Algert Global LLC | 3,820 | $2.15M | 0.04% | −142−3.6% | Reduced |
| RiverPark Advisors, LLC | 3,821 | $2.15M | 1.32% | +45+1.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,826 | $2.15M | 0.14% | −91−2.3% | Reduced |
| Cobblestone Capital Advisors LLC | 3,831 | $2.15M | 0.11% | 00.0% | Unchanged |
| Hansen & Associates Financial Group, Inc. | 3,915 | $2.15M | 1.17% | +3,915 | New |
| CVA Family Office, LLC | 3,851 | $2.16M | 0.30% | +30+0.8% | Added |
| Element Squared LLC | 3,851 | $2.16M | 1.35% | +3,851 | New |
| GM Advisory Group, Inc. | 3,869 | $2.17M | 0.11% | +1,142+41.9% | Added |
| Great Valley Advisor Group, Inc. | 3,879 | $2.18M | 0.05% | +178+4.8% | Added |
| Sig Brokerage, LP | 3,884 | $2.18M | 0.60% | +3,884 | New |
| Cooper Financial Group | 3,907 | $2.20M | 0.26% | −618−13.7% | Reduced |
| Barden Capital Management, Inc. | 3,914 | $2.20M | 1.93% | −101−2.5% | Reduced |
| M. Kulyk & Associates, LLC | 3,933 | $2.21M | 0.48% | +102+2.7% | Added |
| Copperwynd Financial, LLC | 3,938 | $2.21M | 0.55% | −382−8.8% | Reduced |
| LM Advisors LLC | 3,943 | $2.22M | 0.29% | −657−14.3% | Reduced |
| Lincoln Capital Corp | 3,944 | $2.22M | 0.85% | +15+0.4% | Added |
| Astoria Portfolio Advisors LLC. | 3,938 | $2.22M | 0.62% | −138−3.4% | Reduced |
| Brown Miller Wealth Management, LLC | 3,968 | $2.23M | 0.69% | +470+13.4% | Added |
| Resources Management Corp | 3,975 | $2.23M | 0.30% | +2+0.1% | Added |
| Essex Financial Services, Inc. | 3,979 | $2.24M | 0.15% | +69+1.8% | Added |
| Continuum Advisory, LLC | 3,979 | $2.24M | 0.27% | −261−6.2% | Reduced |
| Smith, Moore & Co. | 3,996 | $2.25M | 0.19% | −354−8.1% | Reduced |
| Matthew 25 Management Corp | 4,000 | $2.25M | 0.72% | −1,500−27.3% | Reduced |
| HighVista Strategies LLC | 4,000 | $2.25M | 0.83% | +300+8.1% | Added |
| Meiji Yasuda Life Insurance Co | 4,019 | $2.26M | 0.07% | −21,974−84.5% | Reduced |
| Kelman-Lazarov, Inc. | 4,026 | $2.26M | 0.37% | −40−1.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,028 | $2.26M | 0.18% | −703−14.9% | Reduced |
| Woodmont Investment Counsel LLC | 4,030 | $2.26M | 0.15% | −133−3.2% | Reduced |
| McDaniel Terry & Co | 4,035 | $2.27M | 0.19% | −5−0.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,039 | $2.27M | 0.27% | +269+7.1% | Added |
| Alta Advisers Ltd | 4,042 | $2.27M | 0.81% | 00.0% | Unchanged |
| Provident Co of the Employees of the Hebrew University LTD | 4,045 | $2.27M | 2.27% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 4,060 | $2.29M | 0.94% | +15+0.4% | Added |
| Richwood Investment Advisors, LLC | 4,087 | $2.30M | 1.89% | +65+1.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,103 | $2.31M | 0.26% | +316+8.3% | Added |
| Sierra Capital LLC | 4,103 | $2.31M | 0.27% | 00.0% | Unchanged |
| Archer Investment Corp | 4,106 | $2.31M | 0.55% | +433+11.8% | Added |
| Purkiss Capital Advisors LLC | 4,110 | $2.31M | 1.28% | +2,433+145.1% | Added |
| Perpetual Ltd | 4,113 | $2.31M | 0.03% | −448−9.8% | Reduced |
| First United Bank Trust | 4,119 | $2.31M | 0.81% | −30−0.7% | Reduced |
| Liberty Capital Management, Inc. | 4,125 | $2.32M | 0.47% | −14−0.3% | Reduced |
| Clark Capital Management Group, Inc. | 4,148 | $2.33M | 0.02% | +217+5.5% | Added |
| Beverly Hills Private Wealth, LLC | 4,149 | $2.33M | 0.44% | −40−1.0% | Reduced |
| Alapocas Investment Partners, Inc. | 4,152 | $2.33M | 1.50% | −50−1.2% | Reduced |
| USA Financial Portformulas Corp | 4,152 | $2.33M | 0.40% | +694+20.1% | Added |
| Waverton Investment Management Ltd | 4,169 | $2.34M | 0.03% | −50−1.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,195 | $2.36M | 0.38% | +3,120+290.2% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 4,195 | $2.36M | 1.66% | +555+15.2% | Added |
| TFR Capital, LLC. | 4,199 | $2.36M | 0.85% | −87−2.0% | Reduced |
| Mystic Asset Management, Inc. | 4,212 | $2.37M | 0.57% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,215 | $2.37M | 0.85% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 4,386 | $2.37M | 1.20% | +10.0% | Added |
| Ignite Planners, LLC | 4,290 | $2.37M | 0.41% | +53+1.3% | Added |
| Intelligent Financial Strategies | 4,229 | $2.38M | 1.26% | +10.0% | Added |
| Baldwin Investment Management, LLC | 4,238 | $2.38M | 0.29% | 00.0% | Unchanged |
| Bailard, Inc. | 4,240 | $2.38M | 0.06% | −186−4.2% | Reduced |
| Cito Capital Group, LLC | 4,250 | $2.39M | 0.83% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 4,251 | $2.39M | 0.18% | +86+2.1% | Added |
| TriaGen Wealth Management LLC | 4,255 | $2.39M | 0.72% | −133−3.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,260 | $2.40M | 0.31% | +622+17.1% | Added |
| Abc Arbitrage SA | 4,267 | $2.40M | 0.27% | +2,578+152.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,304 | $2.42M | 0.43% | +4,304 | New |
| Guardian Wealth Management, Inc. | 4,310 | $2.42M | 1.61% | +28+0.7% | Added |
| Steel Peak Wealth Management LLC | 4,318 | $2.43M | 0.09% | −733−14.5% | Reduced |
| Tectonic Advisors LLC | 4,326 | $2.43M | 0.14% | −356−7.6% | Reduced |
| Westhampton Capital, LLC | 4,328 | $2.43M | 1.26% | +23+0.5% | Added |
| Kames Capital plc | 4,355 | $2.45M | 0.03% | +3,649+516.9% | Added |
| Garrison Point Advisors, LLC | 4,356 | $2.45M | 1.12% | −223−4.9% | Reduced |
| IFC Advisors LLC | 4,384 | $2.46M | 0.46% | +56+1.3% | Added |
| Whittier Trust Co of Nevada Inc | 4,390 | $2.47M | 0.06% | +22+0.5% | Added |
| Three Seasons Wealth, LLC | 4,392 | $2.47M | 0.28% | +9+0.2% | Added |
| My Legacy Advisors, LLC | 4,398 | $2.48M | 0.88% | +115+2.7% | Added |
| DGS Capital Management, LLC | 4,428 | $2.49M | 0.51% | +864+24.2% | Added |
| Delta Global Management LP | 4,436 | $2.49M | 0.17% | −315−6.6% | Reduced |
| Charles Schwab Trust Co | 4,437 | $2.49M | 0.19% | −2,174−32.9% | Reduced |
| Group One Trading, L.P. | 4,440 | $2.50M | 0.08% | −16,229−78.5% | Reduced |
| Limestone Investment Advisors LP | 4,440 | $2.50M | 1.08% | +4,440 | New |
| Strategic Blueprint, LLC | 4,444 | $2.50M | 0.12% | +77+1.8% | Added |
| Quent Capital, LLC | 4,448 | $2.50M | 0.24% | +149+3.5% | Added |
| Essex Savings Bank | 4,466 | $2.51M | 0.60% | +12+0.3% | Added |
| Compass Wealth Management LLC | 4,467 | $2.51M | 0.60% | +17+0.4% | Added |
| Security National Bank | 4,471 | $2.51M | 0.43% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4,473 | $2.51M | 0.11% | +41+0.9% | Added |
| Providence First Trust Co | 4,487 | $2.52M | 0.89% | +205+4.8% | Added |