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; 3,634 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 | 3,634 | $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 |
|---|---|---|---|---|---|
| Pennington Partners & Co., LLC | 455 | $255.8K | 0.14% | −64−12.3% | Reduced |
| Israel Discount Bank of New York | 457 | $256.8K | 0.97% | −74−13.9% | Reduced |
| REAP Financial Group, LLC | 457 | $256.8K | 0.06% | −38−7.7% | Reduced |
| Pasadena Private Wealth, LLC | 458 | $257.4K | 0.04% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 458 | $257.4K | 0.05% | +8+1.8% | Added |
| Wick Capital Partners, LLC | 459 | $257.9K | 0.07% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 459 | $257.9K | 0.29% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 460 | $258.5K | 0.14% | −88−16.1% | Reduced |
| Evolution Wealth Advisors, LLC | 460 | $258.5K | 0.04% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 460 | $258.5K | 0.09% | −4−0.9% | Reduced |
| Puff Wealth Management, LLC | 258,711 | $258.7K | 0.42% | +258,289+61,205.9% | Added |
| Capital Investment Services of America, Inc. | 462 | $259.6K | 0.02% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 463 | $260.2K | 0.13% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 467 | $260.9K | 0.15% | +1+0.2% | Added |
| LifePlan Investment Advisors, Inc. | 465 | $261.3K | 0.13% | −2−0.4% | Reduced |
| Mattern Wealth Management LLC | 465 | $261.4K | 0.05% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 466 | $261.9K | 0.05% | −8,718−94.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 467 | $262.0K | 0.01% | +16+3.5% | Added |
| Coyle Financial Counsel LLC | 467 | $262.4K | 0.07% | −14−2.9% | Reduced |
| Rooted Wealth Advisors, Inc. | 477 | $262.5K | 0.09% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 469 | $263.6K | 0.07% | +469 | New |
| Financial Symmetry Inc | 470 | $264.1K | 0.14% | −26−5.2% | Reduced |
| Vance Wealth, Inc. | 471 | $264.7K | 0.09% | +73+18.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 473 | $265.6K | 0.04% | +18+4.0% | Added |
| Precedent Wealth Partners, LLC | 473 | $265.7K | 0.07% | −53−10.1% | Reduced |
| Financial Enhancement Group LLC | 483 | $265.7K | 0.04% | +7+1.5% | Added |
| Alesco Advisors LLC | 473 | $265.8K | 0.01% | +53+12.6% | Added |
| BLVD Private Wealth, LLC | 473 | $265.8K | 0.25% | +473 | New |
| New Century Financial Group, LLC | 474 | $266.4K | 0.31% | −442−48.3% | Reduced |
| Running Point Capital Advisors, LLC | 475 | $266.9K | 0.07% | −1−0.2% | Reduced |
| Main Street Research LLC | 477 | $268.0K | 0.02% | −203−29.9% | Reduced |
| Calton & Associates, Inc. | 477 | $268.2K | 0.05% | −182−27.6% | Reduced |
| Gladius Capital Management LP | 478 | $268.6K | 0.42% | −3,173−86.9% | Reduced |
| Albion Financial Group | 478 | $268.6K | 0.02% | 00.0% | Unchanged |
| BIP Alliance, LLC | 480 | $269.7K | 0.10% | +5+1.1% | Added |
| Bank of New Hampshire | 480 | $269.7K | 0.07% | +20+4.3% | Added |
| Flynn Zito Capital Management, LLC | 481 | $270.1K | 0.11% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 481 | $270.3K | 0.09% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 481 | $270.3K | 0.03% | −109−18.5% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 481 | $270.3K | 0.14% | −20−4.0% | Reduced |
| Legacy Financial Strategies, LLC | 483 | $271.3K | 0.05% | +2+0.4% | Added |
| Heartwood Wealth Advisors LLC | 483 | $271.4K | 0.03% | −13−2.6% | Reduced |
| Power Wealth Management LLC | 483 | $271.4K | 0.10% | +483 | New |
| Apeiron RIA LLC | 484 | $271.9K | 0.07% | −24−4.7% | Reduced |
| Smith Shellnut Wilson LLC | 484 | $272.0K | 0.12% | −8−1.6% | Reduced |
| Postrock Partners LLC | 484 | $272.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisory Corp | 484 | $272.0K | 0.08% | +8+1.7% | Added |
| GGM Financials LLC | 484 | $272.1K | 0.16% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 485 | $272.5K | 0.03% | +1+0.2% | Added |
| KPP Advisory Services LLC | 485 | $272.5K | 0.04% | +30+6.6% | Added |
| Builder Investment Group Inc | 486 | $273.1K | 0.07% | −10−2.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 488 | $274.2K | 0.05% | −5−1.0% | Reduced |
| Northstar Asset Management LLC | 489 | $274.8K | 0.06% | 00.0% | Unchanged |
| Operose Advisors LLC | 489 | $274.8K | 0.08% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 489 | $274.8K | 0.04% | +20+4.3% | Added |
| Rainier Family Wealth Inc | 489 | $274.8K | 0.27% | +62+14.5% | Added |
| Per Stirling Capital Management, LLC. | 489 | $275.1K | 0.04% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 490 | $275.2K | 0.09% | +1+0.2% | Added |
| Trustco Bank Corp N Y | 490 | $275.4K | 0.27% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 490 | $275.4K | 0.29% | +13+2.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 490 | $275.4K | 0.07% | +25+5.4% | Added |
| Pitti Group Wealth Management, LLC | 491 | $275.9K | 0.24% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 491 | $275.9K | 0.07% | +7+1.4% | Added |
| Capital Investment Counsel, Inc | 494 | $277.6K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 494 | $277.6K | 0.06% | 00.0% | Unchanged |
| NewSquare Capital LLC | 495 | $277.9K | 0.02% | +170+52.3% | Added |
| ELCO Management Co., LLC | 495 | $278.2K | 0.15% | 00.0% | Unchanged |
| Carrera Capital Advisors | 495 | $278.4K | 0.06% | −51−9.3% | Reduced |
| Acorn Financial Advisory Services Inc | 496 | $278.6K | 0.05% | −69−12.2% | Reduced |
| Voisard Asset Management Group, Inc. | 497 | $279.3K | 0.07% | +30+6.4% | Added |
| Partners Wealth Management, LLC | 510 | $279.7K | 0.32% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 498 | $279.8K | 0.04% | 00.0% | Unchanged |
| Gibson Capital, LLC | 499 | $280.3K | 0.06% | −117−19.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 496 | $280.3K | 0.05% | −44−8.1% | Reduced |
| MRP Capital Investments, LLC | 500 | $281.0K | 0.19% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 500 | $281.0K | 0.10% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 500 | $281.0K | 0.18% | +38+8.2% | Added |
| CTC Alternative Strategies, Ltd. | 500 | $281.0K | 0.25% | +500 | New |
| Doheny Asset Management | 500 | $281.0K | 0.20% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 501 | $281.5K | 0.08% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 507 | $281.7K | 0.15% | +507 | New |
| Kathleen S. Wright Associates Inc. | 500 | $281.8K | 0.11% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 501 | $282.0K | 0.12% | 00.0% | Unchanged |
| Innova Wealth Partners | 502 | $282.1K | 0.17% | +60+13.6% | Added |
| GFG Capital, LLC | 504 | $283.2K | 0.08% | −591−54.0% | Reduced |
| Madison Wealth Partners, Inc | 505 | $283.6K | 0.06% | −168−25.0% | Reduced |
| Channel Wealth LLC | 505 | $283.8K | 0.08% | +5+1.0% | Added |
| Accelerate Investment Advisors LLC | 505 | $283.9K | 0.21% | +31+6.5% | Added |
| Fermata Advisors, LLC | 506 | $284.2K | 0.08% | −1,233−70.9% | Reduced |
| Barings LLC | 507 | $284.9K | 0.01% | −7−1.4% | Reduced |
| Hill Island Financial LLC | 507 | $284.9K | 0.08% | +507 | New |
| Tranquilli Financial Advisor LLC | 508 | $285.5K | 0.18% | −95−15.8% | Reduced |
| Wealth Effects LLC | 508 | $285.5K | 0.11% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 508 | $285.5K | 0.04% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 502 | $286.0K | 0.08% | +6+1.2% | Added |
| Provident Wealth Management, LLC | 509 | $286.0K | 0.09% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 515 | $287.6K | 0.09% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 512 | $287.7K | 0.08% | +20+4.1% | Added |
| Register Financial Advisors LLC | 512 | $287.7K | 0.13% | +512 | New |
| Garner Asset Management Corp | 514 | $288.7K | 0.13% | −25−4.6% | Reduced |