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 |
|---|---|---|---|---|---|
| Harold Davidson & Associates Inc. | 4,492 | $2.52M | 1.64% | −2,589−36.6% | Reduced |
| Cullinan Associates Inc | 4,500 | $2.53M | 0.17% | −75−1.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $2.53M | 1.32% | +300+7.1% | Added |
| Mechanics Bank Trust Department | 4,501 | $2.53M | 0.36% | −323−6.7% | Reduced |
| Kane Investment Management, Inc. | 4,503 | $2.53M | 1.33% | −499−10.0% | Reduced |
| Sax Wealth Advisors, LLC | 4,508 | $2.53M | 0.15% | +381+9.2% | Added |
| Manchester Capital Management LLC | 4,516 | $2.54M | 0.33% | −386−7.9% | Reduced |
| Tounjian Advisory Partners, LLC | 4,648 | $2.55M | 0.49% | −110−2.3% | Reduced |
| Wealth Alliance | 4,536 | $2.55M | 0.28% | −28−0.6% | Reduced |
| Novem Group | 4,538 | $2.55M | 0.32% | −592−11.5% | Reduced |
| WT Wealth Management | 4,568 | $2.57M | 0.76% | −598−11.6% | Reduced |
| Ledyard National Bank | 4,571 | $2.57M | 0.24% | −70−1.5% | Reduced |
| DeDora Capital, Inc. | 4,589 | $2.58M | 0.67% | +10.0% | Added |
| Unique Wealth Strategies, LLC | 4,599 | $2.58M | 1.08% | −925−16.7% | Reduced |
| Sepio Capital, LP | 4,626 | $2.60M | 0.19% | −133−2.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,634 | $2.60M | 0.25% | −3,490−43.0% | Reduced |
| RMR Wealth Builders | 4,656 | $2.62M | 0.24% | +181+4.0% | Added |
| Secured Retirement Advisors, LLC | 4,657 | $2.62M | 1.56% | +528+12.8% | Added |
| Principal Street Partners, LLC | 4,658 | $2.62M | 0.26% | +2,124+83.8% | Added |
| David Loasby | 4,678 | $2.62M | 0.22% | −196−4.0% | Reduced |
| Sym Financial Corp | 4,671 | $2.62M | 0.29% | +210+4.7% | Added |
| Aviso Wealth Management | 4,671 | $2.62M | 1.23% | +1,456+45.3% | Added |
| First American Bank | 4,674 | $2.63M | 0.18% | +378+8.8% | Added |
| SFM, LLC | 4,682 | $2.63M | 1.69% | −381−7.5% | Reduced |
| Stratos Wealth Advisors, LLC | 4,688 | $2.63M | 0.14% | +12+0.3% | Added |
| Confluence Wealth Services, Inc. | 4,696 | $2.64M | 0.14% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,704 | $2.64M | 1.36% | +128+2.8% | Added |
| Wrapmanager Inc | 4,715 | $2.65M | 0.65% | −258−5.2% | Reduced |
| Bellwether Advisors, LLC | 4,715 | $2.65M | 0.45% | +4,534+2,505.0% | Added |
| Farmers & Merchants Investments Inc | 4,716 | $2.65M | 0.08% | −1,712−26.6% | Reduced |
| Galaxy Digital Capital Management GP LLC | 4,717 | $2.65M | 3.31% | +2,006+74.0% | Added |
| Balboa Wealth Partners | 4,718 | $2.65M | 0.53% | −236−4.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,719 | $2.65M | 0.47% | +60+1.3% | Added |
| Hilltop Partners LLC | 4,724 | $2.65M | 0.80% | +581+14.0% | Added |
| Signal Advisors Wealth, LLC | 4,728 | $2.66M | 0.21% | +2,989+171.9% | Added |
| Chemistry Wealth Management LLC | 4,728 | $2.66M | 0.57% | +34+0.7% | Added |
| Kingsman Wealth Management, Inc. | 4,730 | $2.66M | 1.66% | +57+1.2% | Added |
| Ausdal Financial Partners, Inc. | 4,730 | $2.66M | 0.18% | +241+5.4% | Added |
| Able Wealth Management LLC | 4,740 | $2.66M | 1.34% | +24+0.5% | Added |
| Roof Eidam & Maycock | 4,741 | $2.66M | 0.66% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 4,746 | $2.67M | 0.93% | +367+8.4% | Added |
| Nicholas Hoffman & Company, LLC. | 4,748 | $2.67M | 0.07% | −129−2.6% | Reduced |
| Financial Engines Advisors L.L.C. | 4,755 | $2.67M | 0.01% | +2,737+135.6% | Added |
| IFG Advisory, LLC | 4,758 | $2.67M | 0.13% | −637−11.8% | Reduced |
| S.A. Mason LLC | 4,764 | $2.68M | 1.30% | −216−4.3% | Reduced |
| Optimum Investment Advisors | 4,765 | $2.68M | 1.16% | −24−0.5% | Reduced |
| Canopy Partners, LLC | 4,765 | $2.68M | 0.98% | +158+3.4% | Added |
| AdvisorNet Financial, Inc | 4,786 | $2.69M | 0.17% | −45−0.9% | Reduced |
| Tower Trust & Investment Co | 4,795 | $2.69M | 1.91% | +92+2.0% | Added |
| PFG Advisors | 4,799 | $2.70M | 0.13% | +1,001+26.4% | Added |
| NRI Wealth Management LC | 4,806 | $2.70M | 1.63% | +114+2.4% | Added |
| Chilton Capital Management LLC | 4,810 | $2.70M | 0.10% | +227+5.0% | Added |
| Stableford Capital II LLC | 4,757 | $2.70M | 1.02% | −140−2.9% | Reduced |
| SRN Advisors, LLC | 4,824 | $2.71M | 2.47% | +346+7.7% | Added |
| Nia Impact Advisors, LLC | 4,828 | $2.71M | 0.94% | +23+0.5% | Added |
| Patron Partners Advisors, LLC | 4,833 | $2.72M | 1.34% | −48−1.0% | Reduced |
| Forum Financial Management, LP | 4,845 | $2.72M | 0.04% | +398+8.9% | Added |
| Intelligence Driven Advisers, LLC | 4,849 | $2.72M | 0.41% | +1,628+50.5% | Added |
| Concentric Capital Strategies, LP | 4,858 | $2.73M | 0.15% | −10,180−67.7% | Reduced |
| West Family Investments, Inc. | 4,864 | $2.73M | 0.71% | +1,915+64.9% | Added |
| Sander Capital Advisors Inc | 4,878 | $2.74M | 1.25% | +50+1.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 4,879 | $2.74M | 0.38% | +30+0.6% | Added |
| Rockingstone Advisors LLC | 4,881 | $2.74M | 1.44% | +114+2.4% | Added |
| Headinvest, LLC | 4,898 | $2.75M | 0.59% | −602−10.9% | Reduced |
| Unique Wealth, LLC | 4,909 | $2.76M | 0.45% | +196+4.2% | Added |
| Eqis Capital Management, Inc. | 4,911 | $2.76M | 0.22% | −446−8.3% | Reduced |
| WealthPLAN Partners, LLC | 4,948 | $2.78M | 0.45% | −2,268−31.4% | Reduced |
| Clark Asset Management, LLC | 4,959 | $2.79M | 0.38% | −69−1.4% | Reduced |
| Quotient Wealth Partners, LLC | 4,964 | $2.79M | 0.08% | +205+4.3% | Added |
| Camden Capital, LLC | 4,971 | $2.79M | 0.26% | +5+0.1% | Added |
| First Horizon Advisors, Inc. | 4,976 | $2.80M | 0.07% | +185+3.9% | Added |
| Quantum Private Wealth, LLC | 4,981 | $2.80M | 0.91% | −26−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 5,094 | $2.80M | 0.28% | −931−15.5% | Reduced |
| Bourne Lent Asset Management Inc | 4,998 | $2.81M | 1.09% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 5,000 | $2.81M | 0.12% | −1,309−20.7% | Reduced |
| Cim Investment Mangement Inc | 5,171 | $2.81M | 0.54% | +2,582+99.7% | Added |
| Mayflower Financial Advisors, LLC | 5,009 | $2.81M | 0.39% | +83+1.7% | Added |
| Martin & Co Inc | 5,018 | $2.82M | 0.52% | +19+0.4% | Added |
| New Hampshire Trust | 5,025 | $2.82M | 0.59% | −141−2.7% | Reduced |
| Apriem Advisors | 5,025 | $2.82M | 0.30% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,029 | $2.83M | 0.17% | +496+10.9% | Added |
| Wealth Group, Ltd. | 5,032 | $2.83M | 2.81% | −920−15.5% | Reduced |
| Next Century Growth Investors LLC | 5,035 | $2.83M | 0.22% | +20.0% | Added |
| Plancorp, LLC | 5,037 | $2.83M | 0.10% | −430−7.9% | Reduced |
| Cannon Advisors, Inc. | 5,051 | $2.84M | 2.29% | −151−2.9% | Reduced |
| Hardy Reed LLC | 5,057 | $2.84M | 0.23% | +19+0.4% | Added |
| MeadowBrook Investment Advisors LLC | 5,059 | $2.84M | 2.64% | −72−1.4% | Reduced |
| Premier Path Wealth Partners, LLC | 5,076 | $2.85M | 0.40% | +368+7.8% | Added |
| ICONIQ Capital, LLC | 5,086 | $2.86M | 0.05% | +806+18.8% | Added |
| Twin Capital Management Inc | 5,117 | $2.88M | 0.31% | +473+10.2% | Added |
| Larson Financial Group LLC | 5,157 | $2.90M | 0.12% | +1,071+26.2% | Added |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.90M | 0.81% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 5,161 | $2.90M | 0.62% | +847+19.6% | Added |
| Inlet Private Wealth, LLC | 5,169 | $2.90M | 0.71% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 5,175 | $2.91M | 0.35% | −70−1.3% | Reduced |
| Lecap Asset Management Ltd | 5,220 | $2.93M | 1.04% | +5,220 | New |
| Eley Financial Management, Inc | 5,229 | $2.94M | 1.13% | +52+1.0% | Added |
| Ssa Swiss Advisors AG | 5,260 | $2.96M | 1.43% | −620−10.5% | Reduced |
| Scharf Investments, LLC | 5,273 | $2.96M | 0.09% | +428+8.8% | Added |
| Scott & Selber, Inc. | 5,278 | $2.97M | 0.83% | +32+0.6% | Added |