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 |
|---|---|---|---|---|---|
| Fort Point Capital Partners LLC | 5,282 | $2.97M | 0.30% | +436+9.0% | Added |
| Kestra Investment Management, LLC | 5,348 | $2.97M | 0.05% | +2,907+119.1% | Added |
| Geo Capital Gestora de Recursos Ltd | 5,295 | $2.98M | 4.50% | +1,488+39.1% | Added |
| Visionary Wealth Advisors | 5,299 | $2.98M | 0.15% | −266−4.8% | Reduced |
| Koshinski Asset Management, Inc. | 5,306 | $2.98M | 0.23% | −267−4.8% | Reduced |
| Bayesian Capital Management, LP | 5,317 | $2.99M | 0.47% | +5,317 | New |
| Intact Investment Management Inc. | 5,336 | $3.00M | 0.10% | +2,736+105.2% | Added |
| Strategic Advisors LLC | 5,352 | $3.01M | 0.59% | −290−5.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5,356 | $3.01M | 0.83% | −256−4.6% | Reduced |
| Tremblant Capital Group | 5,358 | $3.01M | 0.29% | +140+2.7% | Added |
| Avalon Trust Co | 5,359 | $3.01M | 0.22% | +197+3.8% | Added |
| Venturi Wealth Management, LLC | 5,360 | $3.01M | 0.15% | −74−1.4% | Reduced |
| Main Street Financial Solutions, LLC | 5,370 | $3.02M | 0.22% | +1,395+35.1% | Added |
| Piscataqua Savings Bank | 5,375 | $3.02M | 2.52% | −151−2.7% | Reduced |
| Tolleson Wealth Management, Inc. | 5,388 | $3.03M | 0.52% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 5,395 | $3.03M | 0.62% | +23+0.4% | Added |
| Kensington Investment Counsel, LLC | 5,404 | $3.04M | 1.30% | −19−0.4% | Reduced |
| Kerusso Capital Management LLC | 5,438 | $3.06M | 1.89% | +3+0.1% | Added |
| Gold Investment Management Ltd. | 5,435 | $3.06M | 1.15% | +113+2.1% | Added |
| Patten & Patten Inc | 5,465 | $3.07M | 0.20% | −194−3.4% | Reduced |
| Sendero Wealth Management, LLC | 5,476 | $3.08M | 0.38% | −9−0.2% | Reduced |
| Boomfish Wealth Group, LLC | 5,493 | $3.09M | 1.78% | +87+1.6% | Added |
| Mitchell Sinkler & Starr | 5,493 | $3.09M | 1.48% | +181+3.4% | Added |
| WealthBridge Capital Management, LLC | 5,497 | $3.09M | 0.78% | −29−0.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,486 | $3.11M | 1.49% | −35−0.6% | Reduced |
| Marion Wealth Management | 5,545 | $3.12M | 0.78% | +28+0.5% | Added |
| Kingswood Wealth Advisors, LLC | 5,552 | $3.12M | 0.25% | −72−1.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,554 | $3.12M | 0.28% | +533+10.6% | Added |
| Elmwood Wealth Management, Inc. | 5,560 | $3.12M | 1.24% | −50−0.9% | Reduced |
| Jackson Square Capital, LLC | 5,566 | $3.13M | 0.69% | −6,332−53.2% | Reduced |
| Keel Point, LLC | 5,597 | $3.15M | 0.21% | +534+10.5% | Added |
| Invesco, LLC | 5,605 | $3.15M | 1.17% | −300−5.1% | Reduced |
| Gables Capital Management Inc. | 5,624 | $3.16M | 1.49% | −270−4.6% | Reduced |
| Elite Wealth Management, Inc. | 5,637 | $3.17M | 1.04% | −7,368−56.7% | Reduced |
| Nebula Research & Development LLC | 5,680 | $3.19M | 0.27% | +2,827+99.1% | Added |
| Value Partners Investments Inc. | 5,694 | $3.19M | 0.25% | +331+6.2% | Added |
| Lynx Investment Advisory | 5,710 | $3.21M | 2.10% | +8+0.1% | Added |
| Enterprise Financial Services Corp | 5,743 | $3.23M | 1.72% | +140+2.5% | Added |
| Putney Financial Group LLC | 5,752 | $3.23M | 3.26% | −267−4.4% | Reduced |
| Asset Dedication, LLC | 5,760 | $3.24M | 0.23% | +156+2.8% | Added |
| Everhart Financial Group, Inc. | 5,764 | $3.24M | 0.37% | +246+4.5% | Added |
| Trust Point Inc. | 5,766 | $3.24M | 0.31% | +937+19.4% | Added |
| Concord Wealth Partners | 5,769 | $3.24M | 0.47% | +489+9.3% | Added |
| Concord Asset Management, LLC | 5,769 | $3.24M | 0.49% | +815+16.5% | Added |
| Optas, LLC | 5,780 | $3.25M | 0.62% | −292−4.8% | Reduced |
| Sage Mountain Advisors LLC | 5,782 | $3.25M | 0.21% | +641+12.5% | Added |
| Howard Capital Management Inc. | 5,791 | $3.25M | 0.05% | +92+1.6% | Added |
| Weatherly Asset Management L. P. | 5,796 | $3.26M | 0.28% | −118−2.0% | Reduced |
| NBC Securities, Inc. | 5,803 | $3.26M | 0.27% | −1,921−24.9% | Reduced |
| Lagoda Investment Management, L.P. | 5,804 | $3.26M | 1.85% | +1,480+34.2% | Added |
| ProVise Management Group, LLC | 5,814 | $3.27M | 0.26% | −197−3.3% | Reduced |
| Stance Capital LLC | 5,818 | $3.27M | 1.23% | −2,174−27.2% | Reduced |
| AMG National Trust Bank | 5,832 | $3.28M | 0.09% | −61−1.0% | Reduced |
| Vista Investment Partners II, LLC | 5,836 | $3.28M | 1.58% | +106+1.8% | Added |
| Cornerstone Wealth Group, LLC | 5,842 | $3.28M | 0.25% | −65−1.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,900 | $3.32M | 0.93% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 5,916 | $3.32M | 0.39% | +160+2.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 5,922 | $3.33M | 1.09% | +20.0% | Added |
| SageView Advisory Group, LLC | 5,859 | $3.33M | 0.13% | +212+3.8% | Added |
| Principle Wealth Partners LLC | 5,928 | $3.33M | 0.21% | +984+19.9% | Added |
| Staley Capital Advisers Inc | 5,942 | $3.34M | 0.14% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 5,869 | $3.34M | 0.44% | +417+7.6% | Added |
| Saturna Capital CORP | 5,947 | $3.34M | 0.05% | −225−3.6% | Reduced |
| Dudley Capital Management, LLC | 5,950 | $3.34M | 1.68% | 00.0% | Unchanged |
| Centric Wealth Management | 5,829 | $3.35M | 0.80% | −378−6.1% | Reduced |
| Soundwatch Capital LLC | 7,712 | $3.35M | 0.71% | +7,712 | New |
| Tsai Capital Corp | 5,965 | $3.35M | 2.46% | −34−0.6% | Reduced |
| Oak Harvest Investment Services | 5,973 | $3.36M | 0.42% | −176−2.9% | Reduced |
| Parkside Financial Bank & Trust | 5,987 | $3.36M | 0.36% | +174+3.0% | Added |
| VCI Wealth Management LLC | 5,993 | $3.37M | 1.18% | +463+8.4% | Added |
| Savoie Capital LLC | 6,000 | $3.37M | 0.42% | 00.0% | Unchanged |
| Applied Capital LLC | 6,037 | $3.39M | 2.53% | +9+0.1% | Added |
| Cordatus Wealth Management LLC | 6,039 | $3.39M | 0.83% | +15+0.2% | Added |
| Scott Marsh Financial, LLC | 6,042 | $3.40M | 1.26% | +6,042 | New |
| B & T Capital Management DBA Alpha Capital Management | 6,043 | $3.40M | 0.58% | −112−1.8% | Reduced |
| Chatham Capital Group, Inc. | 6,047 | $3.40M | 0.52% | +130+2.2% | Added |
| Sunbelt Securities, Inc. | 6,466 | $3.40M | 0.30% | +287+4.6% | Added |
| Peoples Financial Services Corp. | 6,080 | $3.42M | 1.69% | −337−5.3% | Reduced |
| Midwest Professional Planners, LTD. | 6,118 | $3.44M | 0.91% | +353+6.1% | Added |
| Alpha Omega Wealth Management LLC | 6,118 | $3.44M | 0.62% | −15−0.2% | Reduced |
| Okabena Investment Services Inc | 6,119 | $3.44M | 0.76% | −2,649−30.2% | Reduced |
| Mutual Advisors, LLC | 6,053 | $3.44M | 0.09% | +505+9.1% | Added |
| Arjuna Capital | 6,134 | $3.45M | 0.91% | −323−5.0% | Reduced |
| Boston Trust Walden Corp | 6,137 | $3.45M | 0.02% | +13+0.2% | Added |
| Aaron Wealth Advisors | 6,155 | $3.46M | 0.35% | +330+5.7% | Added |
| SCS Capital Management LLC | 6,162 | $3.46M | 0.04% | +434+7.6% | Added |
| Strong Tower Advisory Services | 6,182 | $3.47M | 0.68% | +153+2.5% | Added |
| Commonwealth Retirement Investments LLC | 6,183 | $3.47M | 1.32% | +2,923+89.7% | Added |
| Atlantic Trust, LLC | 6,215 | $3.49M | 0.66% | +629+11.3% | Added |
| PDS Planning, Inc | 6,230 | $3.50M | 0.26% | +1,489+31.4% | Added |
| Maia Wealth LLC | 6,231 | $3.50M | 0.67% | −577−8.5% | Reduced |
| Bell Bank | 6,251 | $3.51M | 0.16% | +168+2.8% | Added |
| Kendall Capital Management | 6,271 | $3.52M | 0.93% | −72−1.1% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 6,323 | $3.55M | 0.29% | +1,732+37.7% | Added |
| Semmax Financial Advisors Inc. | 6,202 | $3.56M | 0.92% | +10+0.2% | Added |
| KG&L Capital Management,LLC | 6,369 | $3.58M | 1.06% | +3,597+129.8% | Added |
| Csenge Advisory Group | 6,126 | $3.59M | 0.19% | −206−3.3% | Reduced |
| Prosperitas Financial LLC | 6,396 | $3.59M | 1.69% | +361+6.0% | Added |
| Aventura Private Wealth, LLC | 6,407 | $3.60M | 1.56% | +290+4.7% | Added |
| Mirabaud & Cie SA | 6,409 | $3.60M | 1.15% | +851+15.3% | Added |