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 10 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 |
|---|---|---|---|---|---|
| Fortune Financial Advisors, LLC | 6,418 | $3.61M | 2.90% | +104+1.6% | Added |
| Country Club Bank | 6,556 | $3.61M | 0.23% | −99−1.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,423 | $3.61M | 0.66% | +90+1.4% | Added |
| Prosperity Consulting Group, LLC | 6,423 | $3.61M | 0.26% | +159+2.5% | Added |
| Redmond Asset Management, LLC | 6,441 | $3.62M | 0.86% | −165−2.5% | Reduced |
| SeaBridge Investment Advisors LLC | 6,463 | $3.63M | 0.68% | +264+4.3% | Added |
| Fidelis Capital Partners, LLC | 6,412 | $3.65M | 0.33% | +161+2.6% | Added |
| Simmons Bank | 6,497 | $3.65M | 0.26% | −94−1.4% | Reduced |
| NBT Bank N A | 6,505 | $3.66M | 0.25% | −37−0.6% | Reduced |
| San Luis Wealth Advisors LLC | 6,517 | $3.66M | 0.79% | −949−12.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,523 | $3.67M | 0.08% | +1,121+20.8% | Added |
| Sawyer & Company, Inc | 7,171 | $3.68M | 1.32% | +204+2.9% | Added |
| Roble, Belko & Company, Inc | 6,572 | $3.69M | 0.54% | −277−4.0% | Reduced |
| Agate Pass Investment Management, LLC | 6,579 | $3.70M | 1.52% | −58−0.9% | Reduced |
| Modus Advisors, LLC | 6,606 | $3.71M | 1.10% | +33+0.5% | Added |
| Old Second National Bank of Aurora | 6,608 | $3.71M | 0.81% | −19−0.3% | Reduced |
| Segment Wealth Management, LLC | 6,614 | $3.72M | 0.24% | +197+3.1% | Added |
| J. W. Coons Advisors, LLC | 6,631 | $3.73M | 0.84% | +2,880+76.8% | Added |
| Howland Capital Management LLC | 6,632 | $3.73M | 0.15% | +105+1.6% | Added |
| MONECO Advisors, LLC | 6,637 | $3.73M | 0.35% | +3,794+133.5% | Added |
| Nicolet Bankshares Inc | 6,662 | $3.74M | 0.65% | −146−2.1% | Reduced |
| NVWM, LLC | 6,678 | $3.75M | 0.91% | +48+0.7% | Added |
| Bank of Hawaii | 6,706 | $3.77M | 0.20% | −37−0.5% | Reduced |
| Duncan Williams Asset Management, LLC | 6,726 | $3.78M | 1.19% | +131+2.0% | Added |
| Holderness Investments Co | 6,737 | $3.79M | 0.81% | +573+9.3% | Added |
| Strategic Planning Group, LLC | 6,761 | $3.80M | 0.62% | +287+4.4% | Added |
| MV Capital Management, Inc. | 6,763 | $3.80M | 0.39% | −187−2.7% | Reduced |
| Accent Capital Management, LLC | 6,775 | $3.81M | 1.71% | −54−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 6,801 | $3.82M | 0.30% | −389−5.4% | Reduced |
| Cox Capital Mgt LLC | 6,803 | $3.82M | 2.61% | −126−1.8% | Reduced |
| CRA Financial Services, LLC | 6,833 | $3.84M | 0.59% | −87−1.3% | Reduced |
| Cullen Investment Group, Ltd. | 6,866 | $3.86M | 0.54% | −700−9.3% | Reduced |
| NBW Capital LLC | 6,871 | $3.86M | 0.83% | +110+1.6% | Added |
| Wealthcare Advisory Partners LLC | 6,872 | $3.86M | 0.09% | +53+0.8% | Added |
| Resonant Capital Advisors, LLC | 6,893 | $3.87M | 0.25% | +564+8.9% | Added |
| Enterprise Bank & Trust Co | 6,936 | $3.90M | 1.46% | +7+0.1% | Added |
| Angeles Wealth Management, LLC | 6,981 | $3.92M | 0.27% | +677+10.7% | Added |
| Cary Street Partners Financial LLC | 6,983 | $3.92M | 0.11% | +332+5.0% | Added |
| Viking Fund Management LLC | 7,000 | $3.93M | 0.54% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,993 | $3.94M | 0.60% | −6−0.1% | Reduced |
| HBK Sorce Advisory LLC | 7,015 | $3.94M | 0.11% | +406+6.1% | Added |
| Independent Financial Group, LLC | 7,016 | $3.94M | 0.11% | −140−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 7,029 | $3.95M | 0.05% | +293+4.3% | Added |
| Papamarkou Wellner Asset Management inc. | 7,050 | $3.96M | 2.62% | −160−2.2% | Reduced |
| EverSource Wealth Advisors, LLC | 7,072 | $3.97M | 0.18% | +399+6.0% | Added |
| United Bank | 7,074 | $3.98M | 1.52% | −89−1.2% | Reduced |
| Avestar Capital, LLC | 7,079 | $3.98M | 0.29% | +927+15.1% | Added |
| Deane Retirement Strategies, Inc. | 7,096 | $3.98M | 1.78% | +1,770+33.2% | Added |
| Orleans Capital Management Corp | 7,099 | $3.99M | 2.12% | −5−0.1% | Reduced |
| Winton Group Ltd | 7,100 | $3.99M | 0.20% | +7,100 | New |
| Hazlett, Burt & Watson, Inc. | 7,110 | $4.00M | 1.64% | +289+4.2% | Added |
| Circle Wealth Management, LLC | 7,146 | $4.02M | 0.09% | −10.0% | Reduced |
| Prospect Hill Management, LLC | 7,150 | $4.02M | 2.07% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,164 | $4.03M | 0.57% | +2,399+50.3% | Added |
| Spinnaker Trust | 7,173 | $4.03M | 0.24% | +110+1.6% | Added |
| Tyche Wealth Partners LLC | 7,183 | $4.04M | 0.81% | −461−6.0% | Reduced |
| Jacobi Capital Management LLC | 7,222 | $4.06M | 0.27% | +486+7.2% | Added |
| Bridgefront Capital, LLC | 7,261 | $4.08M | 1.08% | +2,042+39.1% | Added |
| Smithfield Trust Co | 7,287 | $4.09M | 0.19% | −156−2.1% | Reduced |
| Leonteq Securities AG | 7,285 | $4.09M | 0.24% | +1,204+19.8% | Added |
| Personal Cfo Solutions, LLC | 7,310 | $4.11M | 0.76% | −283−3.7% | Reduced |
| Capital Asset Advisory Services LLC | 7,297 | $4.12M | 0.19% | −233−3.1% | Reduced |
| Volterra Technologies LP | 7,345 | $4.13M | 5.58% | +7,345 | New |
| Independence Bank of Kentucky | 7,352 | $4.13M | 0.59% | +555+8.2% | Added |
| AXS Investments LLC | 7,362 | $4.14M | 1.70% | −2,445−24.9% | Reduced |
| Fairfield Financial Advisors, LTD | 7,364 | $4.14M | 1.45% | −32−0.4% | Reduced |
| Cohen Capital Management, Inc. | 7,366 | $4.14M | 0.67% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 7,363 | $4.15M | 1.72% | −113−1.5% | Reduced |
| Journey Strategic Wealth LLC | 7,427 | $4.17M | 0.14% | +2,870+63.0% | Added |
| SRS Capital Advisors, Inc. | 7,427 | $4.17M | 0.19% | +7+0.1% | Added |
| Blue Edge Capital, LLC | 7,443 | $4.18M | 0.62% | −9−0.1% | Reduced |
| Global Trust Asset Management, LLC | 7,446 | $4.18M | 2.24% | +377+5.3% | Added |
| Soltis Investment Advisors LLC | 7,495 | $4.21M | 0.33% | −2,577−25.6% | Reduced |
| Klingman & Associates, LLC | 7,535 | $4.23M | 0.23% | +321+4.4% | Added |
| Symmetry Investments LP | 7,600 | $4.27M | 0.36% | +7,600 | New |
| Pensionfund Sabic | 7,600 | $4.27M | 1.21% | 00.0% | Unchanged |
| In-Depth Partners, LLC | 7,664 | $4.31M | 4.52% | −1,698−18.1% | Reduced |
| Alliance Wealth Advisors, LLC | 7,700 | $4.33M | 1.07% | −718−8.5% | Reduced |
| Peak Asset Management, LLC | 7,714 | $4.33M | 0.79% | −91−1.2% | Reduced |
| Yukon Wealth Management, Inc. | 7,767 | $4.36M | 1.56% | +37+0.5% | Added |
| IPG Investment Advisors LLC | 7,805 | $4.39M | 0.86% | −33−0.4% | Reduced |
| Fiduciary Alliance LLC | 7,813 | $4.39M | 0.33% | +167+2.2% | Added |
| Bahl & Gaynor Inc | 7,833 | $4.40M | 0.02% | +84+1.1% | Added |
| Naviter Wealth, LLC | 7,841 | $4.41M | 0.54% | −475−5.7% | Reduced |
| Stenger Family Office, LLC | 7,886 | $4.41M | 1.16% | +7,886 | New |
| LVW Advisors, LLC | 7,860 | $4.42M | 0.49% | +736+10.3% | Added |
| West Branch Capital LLC | 7,867 | $4.42M | 1.31% | +198+2.6% | Added |
| Cove Private Wealth, LLC | 7,874 | $4.42M | 1.56% | +2,450+45.2% | Added |
| Inkwell Capital LLC | 7,875 | $4.43M | 4.74% | −100−1.3% | Reduced |
| Barbara Oil Co. | 7,880 | $4.43M | 1.74% | 00.0% | Unchanged |
| First Bank & Trust | 7,881 | $4.43M | 0.79% | −123−1.5% | Reduced |
| Intrust Bank NA | 7,898 | $4.44M | 0.39% | +215+2.8% | Added |
| Brighton Jones LLC | 7,901 | $4.44M | 0.12% | +946+13.6% | Added |
| Inspirion Wealth Advisors, LLC | 7,908 | $4.44M | 0.59% | −1,027−11.5% | Reduced |
| Greenfield Savings Bank | 7,911 | $4.45M | 2.02% | −19−0.2% | Reduced |
| TB Capital Gestao de Recursos Ltda. | 7,953 | $4.47M | 3.88% | +7,953 | New |
| Daymark Wealth Partners, LLC | 7,977 | $4.48M | 0.17% | −79−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 7,977 | $4.48M | 0.14% | −203−2.5% | Reduced |
| Cigna Investments Inc | 7,985 | $4.49M | 0.77% | −234−2.8% | Reduced |
| Pictet Bank & Trust Ltd | 8,000 | $4.50M | 5.27% | 00.0% | Unchanged |