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 13 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
- 3,537
- +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
- 1,445 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 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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 |
|---|---|---|---|---|---|
| Stone House Investment Management, LLC | 235 | $132.1K | 0.02% | −112−32.3% | Reduced |
| Bellevue Asset Management, LLC | 238 | $133.9K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 240 | $134.9K | 0.03% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 245 | $137.7K | 0.01% | +147+150.0% | Added |
| Perkins Coie Trust Co | 250 | $140.5K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 252 | $141.6K | 0.01% | +252 | New |
| Bruce G. Allen Investments, LLC | 253 | $142.2K | 0.11% | −1−0.4% | Reduced |
| VSM Wealth Advisory, LLC | 269 | $151.2K | 0.05% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 270 | $151.7K | 0.03% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 270 | $151.7K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 270 | $151.7K | 0.09% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 273 | $154.1K | 0.06% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 276 | $155.1K | 0.09% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 281 | $157.9K | 0.09% | +112+66.3% | Added |
| Cacti Asset Management LLC | 300 | $165.1K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $168.6K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 302 | $169.8K | 0.03% | +185+158.1% | Added |
| Barnes Dennig Private Wealth Management LLC | 309 | $173.6K | 0.21% | +309 | New |
| Whipplewood Advisors, LLC | 315 | $177.0K | 0.10% | −96−23.4% | Reduced |
| Capula Management Ltd | 317 | $178.1K | 0.00% | −377−54.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 320 | $179.6K | 0.01% | −66−17.1% | Reduced |
| Front Row Advisors LLC | 321 | $180.4K | 0.06% | +250+352.1% | Added |
| Fairscale Capital, LLC | 320 | $181.5K | 0.13% | +117+57.6% | Added |
| Rosenberg Matthew Hamilton | 324 | $182.1K | 0.04% | +32+11.0% | Added |
| Cornerstone Planning Group LLC | 328 | $185.7K | 0.04% | +17+5.5% | Added |
| Activest Wealth Management | 335 | $188.1K | 0.05% | −5−1.5% | Reduced |
| Washington Trust Advisors, Inc. | 339 | $190.6K | 0.02% | +18+5.6% | Added |
| Pin Oak Investment Advisors Inc | 351 | $192.0K | 0.16% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 350 | $196.7K | 0.03% | −218−38.4% | Reduced |
| Abound Wealth Management | 350 | $196.8K | 0.06% | +41+13.3% | Added |
| Sachetta, LLC | 352 | $198.0K | 0.08% | +16+4.8% | Added |
| Blue Bell Private Wealth Management, LLC | 353 | $198.4K | 0.03% | −27−7.1% | Reduced |
| WPG Advisers, LLC | 354 | $198.9K | 0.17% | −33−8.5% | Reduced |
| Schear Investment Advisers, LLC | 357 | $200.6K | 0.10% | −25−6.5% | Reduced |
| Bolthouse Investments, LLC | 357 | $200.6K | 0.20% | +357 | New |
| Holistic Planning, LLC | 359 | $201.7K | 0.06% | +359 | New |
| Asio Capital, LLC | 361 | $202.9K | 0.03% | +361 | New |
| Lipe & Dalton | 361 | $203.0K | 0.11% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 362 | $203.4K | 0.09% | +362 | New |
| Slagle Financial, LLC | 363 | $203.7K | 0.08% | +363 | New |
| B.O.S.S. Retirement Advisors, LLC | 363 | $204.0K | 0.05% | +363 | New |
| LFA - Lugano Financial Advisors SA | 364 | $204.3K | 0.12% | +67+22.6% | Added |
| Landscape Capital Management, L.L.C. | 364 | $204.5K | 0.02% | −3,974−91.6% | Reduced |
| High Note Wealth, LLC | 364 | $204.5K | 0.05% | −17−4.5% | Reduced |
| Orion Capital Management LLC | 364 | $204.5K | 0.08% | +35+10.6% | Added |
| Vanguard Capital Wealth Advisors | 365 | $204.9K | 0.20% | +365 | New |
| Real Talk Capital, LLC | 365 | $205.2K | 0.25% | +365 | New |
| Persium Advisors, LLC | 366 | $205.5K | 0.17% | +366 | New |
| American Financial Advisors, LLC | 366 | $205.9K | 0.03% | 00.0% | Unchanged |
| MKT Advisors LLC | 365 | $206.1K | 0.08% | +365 | New |
| Clifford Group, LLC | 367 | $206.2K | 0.17% | +367 | New |
| Millington Financial Advisors, LLC | 367 | $206.4K | 0.10% | +367 | New |
| Novare Capital Management LLC | 368 | $206.6K | 0.02% | −51−12.2% | Reduced |
| Blume Capital Management, Inc. | 368 | $206.8K | 0.04% | +3+0.8% | Added |
| Wiser Wealth Management, Inc | 368 | $206.8K | 0.05% | +368 | New |
| WP Advisors, LLC | 368 | $206.9K | 0.06% | +368 | New |
| Balance Wealth, LLC | 369 | $207.3K | 0.12% | +369 | New |
| Planning Directions Inc | 370 | $207.7K | 0.12% | +1+0.3% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 370 | $207.8K | 0.08% | +370 | New |
| Momentous Wealth Management, Inc. | 370 | $207.9K | 0.13% | −23−5.9% | Reduced |
| Bank & Trust Co | 370 | $207.9K | 0.16% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 370 | $207.9K | 0.18% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 370 | $208.3K | 0.03% | +370 | New |
| BayBridge Capital Group, LLC | 371 | $208.4K | 0.13% | +1+0.3% | Added |
| Wolff Wiese Magana LLC | 371 | $208.6K | 0.13% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 372 | $209.0K | 0.07% | +2+0.5% | Added |
| Stelac Advisory Services LLC | 372 | $209.0K | 0.08% | +18+5.1% | Added |
| Carter Financial Group, INC. | 374 | $210.0K | 0.14% | +374 | New |
| Eaton Financial Holdings Company, LLC | 374 | $210.2K | 0.06% | −515−57.9% | Reduced |
| Keystone Wealth Services, LLC | 375 | $210.5K | 0.05% | −8−2.1% | Reduced |
| Sharp Financial Services, LLC | 375 | $210.7K | 0.14% | +375 | New |
| Alexander Labrunerie & Co., Inc. | 375 | $210.7K | 0.09% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 376 | $211.3K | 0.13% | −68−15.3% | Reduced |
| Berry Wealth Group, LP | 376 | $211.3K | 0.15% | +376 | New |
| Nordwand Advisors, LLC | 377 | $211.9K | 0.03% | +377 | New |
| Armstrong Advisory Group, Inc | 377 | $211.9K | 0.02% | −45−10.7% | Reduced |
| MGO Private Wealth, LLC | 379 | $213.0K | 0.14% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 380 | $213.5K | 0.03% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 380 | $213.5K | 0.17% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 380 | $213.5K | 0.02% | +380 | New |
| Columbia Asset Management | 380 | $213.7K | 0.04% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 381 | $213.9K | 0.18% | +381 | New |
| Cape Ann Savings Bank | 381 | $214.1K | 0.13% | −75−16.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 381 | $214.1K | 0.05% | 00.0% | Unchanged |
| Helium Advisors LLC | 381 | $214.2K | 0.14% | −50−11.6% | Reduced |
| Hall Capital Management Co Inc | 382 | $214.7K | 0.09% | 00.0% | Unchanged |
| S&T Bank | 382 | $214.7K | 0.07% | +6+1.6% | Added |
| Worth Financial Advisory Group, LLC | 382 | $214.7K | 0.13% | +382 | New |
| Argyle Capital Management Inc. | 383 | $215.2K | 0.08% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 384 | $215.8K | 0.06% | +85+28.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 385 | $216.3K | 0.06% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 386 | $217.2K | 0.04% | +386 | New |
| Yeomans Consulting Group, Inc. | 387 | $218.5K | 0.09% | −31−7.4% | Reduced |
| Horizon Investment Services, LLC | 389 | $218.6K | 0.10% | −30−7.2% | Reduced |
| Keystone Financial Services | 389 | $218.6K | 0.07% | −12−3.0% | Reduced |
| Tandem Capital Management Corp | 389 | $218.6K | 0.11% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 391 | $219.7K | 0.19% | −29−6.9% | Reduced |
| Hopwood Financial Services, Inc. | 392 | $220.0K | 0.17% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 392 | $220.4K | 0.11% | −10−2.5% | Reduced |
| Hutchinson Capital Management | 393 | $220.8K | 0.04% | +1+0.3% | Added |