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 |
|---|---|---|---|---|---|
| Robinson Smith Wealth Advisors LLC | 393 | $220.8K | 0.18% | −14−3.4% | Reduced |
| Abundance Wealth Counselors | 455 | $221.0K | 0.04% | +13+2.9% | Added |
| Trust Co | 394 | $221.4K | 0.02% | −726−64.8% | Reduced |
| Private Management Group Inc | 394 | $221.4K | 0.01% | +394 | New |
| Defined Financial Planning LLC | 404 | $222.3K | 0.20% | +404 | New |
| Skyline Advisors, Inc. | 397 | $222.8K | 0.08% | −8−2.0% | Reduced |
| Quantitative Investment Management, LLC | 398 | $223.0K | 0.03% | −2,325−85.4% | Reduced |
| Topsail Wealth Management, LLC | 397 | $223.1K | 0.04% | −104−20.8% | Reduced |
| TCP Asset Management, LLC | 397 | $223.1K | 0.04% | +3+0.8% | Added |
| Intergy Private Wealth, LLC | 397 | $223.1K | 0.08% | +397 | New |
| Schulz Wealth, LTD. | 398 | $223.7K | 0.17% | +3+0.8% | Added |
| Vestor Capital, LLC | 820 | $224.0K | 0.02% | +643+363.3% | Added |
| Nations Financial Group Inc, | 400 | $224.8K | 0.02% | −2,627−86.8% | Reduced |
| Fort Washington Investment Advisors Inc | 400 | $224.8K | 0.00% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 400 | $224.8K | 0.07% | 00.0% | Unchanged |
| Ti-Trust, Inc | 400 | $224.8K | 0.15% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 400 | $224.8K | 0.69% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 400 | $224.8K | 0.12% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 400 | $224.8K | 0.08% | +400 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 402 | $225.6K | 0.02% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 403 | $226.0K | 0.08% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 403 | $226.2K | 0.03% | +1+0.2% | Added |
| Earnest Partners LLC | 403 | $226.5K | 0.00% | 00.0% | Unchanged |
| KWMG, LLC | 403 | $226.5K | 0.02% | −18−4.3% | Reduced |
| Tidemark, LLC | 403 | $226.6K | 0.07% | +207+105.6% | Added |
| Coastwise Capital Group, LLC | 404 | $227.0K | 0.18% | −160−28.4% | Reduced |
| Lutz Financial Services LLC | 404 | $227.0K | 0.02% | +7+1.8% | Added |
| Golden Road Advisors LLC | 404 | $227.0K | 0.15% | +20+5.2% | Added |
| Avid Wealth Partners LLC | 404 | $227.0K | 0.13% | +404 | New |
| Ellsworth Advisors, LLC | 404 | $227.3K | 0.06% | +6+1.5% | Added |
| Maxele Advisors, LLC | 405 | $227.6K | 0.20% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 405 | $227.8K | 0.18% | −2−0.5% | Reduced |
| Lansing Street Advisors | 406 | $228.4K | 0.07% | +406 | New |
| O'Rourke & Company, Inc | 407 | $228.5K | 0.11% | +7+1.8% | Added |
| Cladis Investment Advisory, LLC | 408 | $229.5K | 0.14% | −10−2.4% | Reduced |
| Iron Horse Wealth Management, LLC | 410 | $230.3K | 0.07% | −8−1.9% | Reduced |
| Greenwich Wealth Management LLC | 411 | $231.0K | 0.01% | −15−3.5% | Reduced |
| Finivi Inc. | 412 | $231.2K | 0.16% | +1+0.2% | Added |
| M3 Advisory Group, LLC | 412 | $231.3K | 0.16% | −37−8.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 412 | $231.5K | 0.14% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 412 | $231.5K | 0.05% | +412 | New |
| Gateway Wealth Partners, LLC | 412 | $231.6K | 0.04% | +412 | New |
| David J Yvars Group | 412 | $231.8K | 0.14% | +412 | New |
| Mirador Capital Partners LP | 413 | $232.0K | 0.04% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 413 | $232.1K | 0.03% | −9−2.1% | Reduced |
| Planned Solutions, Inc. | 414 | $232.6K | 0.09% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 414 | $232.6K | 0.03% | +414 | New |
| Monograph Wealth Advisors, LLC | 414 | $232.7K | 0.03% | +11+2.7% | Added |
| Cabot Wealth Management Inc | 415 | $233.2K | 0.03% | 00.0% | Unchanged |
| Thomasville National Bank | 415 | $233.2K | 0.02% | +415 | New |
| Financial Security Advisor, Inc. | 416 | $233.5K | 0.05% | +1+0.2% | Added |
| Cooper/Haims Advisors, LLC | 416 | $233.8K | 0.12% | −5−1.2% | Reduced |
| Alpha Financial Partners, LLC | 416 | $234.0K | 0.17% | +12+3.0% | Added |
| McIlrath & Eck, LLC | 416 | $234.0K | 0.03% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 428 | $234.6K | 0.13% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 418 | $234.7K | 0.08% | +418 | New |
| Instrumental Wealth, LLC | 427 | $234.8K | 0.19% | +1+0.2% | Added |
| Johnson Bixby & Associates, LLC | 418 | $234.9K | 0.03% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 418 | $234.9K | 0.12% | +418 | New |
| Founders Financial Alliance, LLC | 421 | $236.7K | 0.05% | −281−40.0% | Reduced |
| Brave Warrior Advisors, LLC | 422 | $237.1K | 0.01% | 00.0% | Unchanged |
| Causey Wealth LLC | 423 | $237.7K | 0.12% | −470−52.6% | Reduced |
| CCG Wealth Management, LLC | 425 | $238.8K | 0.13% | +8+1.9% | Added |
| Fluent Financial, LLC | 425 | $238.8K | 0.10% | −9−2.1% | Reduced |
| Heathbridge Capital Management Ltd. | 425 | $238.8K | 0.10% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 423 | $238.8K | 0.11% | +2+0.5% | Added |
| Van Hulzen Asset Management, LLC | 427 | $240.1K | 0.02% | +34+8.7% | Added |
| Intrepid Capital Management Inc | 428 | $240.6K | 0.10% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 440 | $241.0K | 0.15% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 429 | $241.0K | 0.14% | +55+14.7% | Added |
| IMPACTfolio, LLC | 430 | $241.4K | 0.11% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 430 | $241.6K | 0.01% | +430 | New |
| Impact Partnership Wealth, LLC | 430 | $241.6K | 0.04% | −30−6.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 431 | $242.2K | 0.05% | +431 | New |
| Truepoint, Inc. | 433 | $243.3K | 0.01% | −8−1.8% | Reduced |
| LJI Wealth Management, LLC | 435 | $244.4K | 0.04% | −60−12.1% | Reduced |
| Sterling Wealth Management, Inc. | 435 | $244.4K | 0.08% | +435 | New |
| Freedom Day Solutions, LLC | 436 | $244.9K | 0.07% | −42−8.8% | Reduced |
| Vista Cima Wealth Management LLC | 437 | $245.6K | 0.23% | −4−0.9% | Reduced |
| Opus Capital Group, LLC | 440 | $247.0K | 0.03% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 440 | $247.3K | 0.06% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 432 | $248.0K | 0.17% | +432 | New |
| Cypress Capital, LLC | 443 | $248.9K | 0.07% | +443 | New |
| Artemis Wealth Advisors, LLC | 444 | $249.5K | 0.04% | +444 | New |
| Prospect Financial Services LLC | 449 | $252.3K | 0.16% | −122−21.4% | Reduced |
| Roberts Glore & Co Inc | 450 | $252.9K | 0.07% | −33−6.8% | Reduced |
| Lynx Capital Group Ltd | 450 | $252.9K | 0.12% | 00.0% | Unchanged |
| Brio Consultants, LLC | 450 | $252.9K | 0.04% | +25+5.9% | Added |
| Samalin Investment Counsel, LLC | 450 | $253.3K | 0.10% | −13−2.8% | Reduced |
| Vision Financial Markets LLC | 452 | $253.4K | 0.24% | +1+0.2% | Added |
| LongView Wealth Management | 452 | $254.0K | 0.08% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 452 | $254.1K | 0.03% | −45−9.1% | Reduced |
| RNC Capital Management LLC | 453 | $254.3K | 0.01% | +28+6.6% | Added |
| Pacific Center for Financial Services | 453 | $254.6K | 0.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 453 | $254.7K | 0.05% | +15+3.4% | Added |
| Seldon Capital LP | 454 | $255.1K | 0.11% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 454 | $255.1K | 0.07% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 454 | $255.2K | 0.03% | +7+1.6% | Added |
| Tanager Wealth Management LLP | 455 | $255.7K | 0.03% | −52−10.3% | Reduced |
| Transcendent Capital Group LLC | 455 | $255.7K | 0.13% | 00.0% | Unchanged |