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; 3,634 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 |
|---|---|---|---|---|---|
| Leslie Global Wealth, LLC | 672 | $377.6K | 0.20% | +22+3.4% | Added |
| LeConte Wealth Management, LLC | 672 | $377.6K | 0.26% | +672 | New |
| Kaydan Wealth Management, Inc. | 675 | $379.3K | 0.12% | −22−3.2% | Reduced |
| waypoint wealth counsel | 675 | $379.3K | 0.19% | +136+25.2% | Added |
| Atlas Wealth Partners, LLC | 676 | $380.0K | 0.44% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 679 | $381.6K | 0.10% | +75+12.4% | Added |
| GPM Growth Investors, Inc. | 679 | $381.6K | 0.15% | +88+14.9% | Added |
| Credit Industriel Et Commercial | 679 | $381.6K | 0.06% | +679 | New |
| Obsidian Personal Planning Solutions LLC | 684 | $384.2K | 0.16% | +200+41.3% | Added |
| Petros Family Wealth, LLC | 685 | $384.9K | 0.35% | +66+10.7% | Added |
| Philip James Wealth Mangement, LLC | 685 | $385.1K | 0.05% | +22+3.3% | Added |
| Strategic Advocates LLC | 689 | $387.2K | 0.11% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 691 | $388.3K | 0.04% | 00.0% | Unchanged |
| Woodstock Corp | 691 | $388.3K | 0.04% | 00.0% | Unchanged |
| Tamar Securities, LLC | 693 | $389.5K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 695 | $390.4K | 0.20% | +6+0.9% | Added |
| Boothbay Fund Management, LLC | 696 | $391.1K | 0.01% | +696 | New |
| Garden State Investment Advisory Services LLC | 695 | $391.4K | 0.11% | +14+2.1% | Added |
| Thompson Siegel & Walmsley LLC | 697 | $392.0K | 0.01% | −60−7.9% | Reduced |
| SilverOak Wealth Management LLC | 698 | $392.2K | 0.07% | +291+71.5% | Added |
| World Equity Group, Inc. | 698 | $392.2K | 0.11% | +698 | New |
| CogentBlue Wealth Advisors, LLC | 699 | $392.8K | 0.30% | +89+14.6% | Added |
| Berkeley Capital Partners, LLC | 699 | $393.0K | 0.10% | −16−2.2% | Reduced |
| Itau Unibanco Holding S.A. | 701 | $393.9K | 0.01% | −26,863−97.5% | Reduced |
| ORG Partners LLC | 698 | $394.4K | 0.08% | +295+73.2% | Added |
| IFG Advisors, LLC | 705 | $396.0K | 0.07% | +705 | New |
| Argent Advisors, Inc. | 708 | $397.9K | 0.12% | +5+0.7% | Added |
| Francis Financial, Inc. | 710 | $399.0K | 0.09% | +710 | New |
| Trinity Financial Advisors LLC | 711 | $399.4K | 0.12% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 711 | $399.7K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 712 | $400.1K | 0.15% | −6−0.8% | Reduced |
| LVM Capital Management Ltd | 713 | $401.0K | 0.04% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 714 | $401.2K | 0.13% | 00.0% | Unchanged |
| Norway Savings Bank | 714 | $401.2K | 0.21% | −140−16.4% | Reduced |
| Nemes Rush Group LLC | 714 | $401.2K | 0.04% | +114+19.0% | Added |
| Stonekeep Investments, LLC | 717 | $402.9K | 0.27% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 718 | $403.6K | 0.05% | −439−37.9% | Reduced |
| Xcel Wealth Management, LLC | 719 | $404.0K | 0.11% | +7+1.0% | Added |
| Mach-1 Financial Group, Inc. | 719 | $404.0K | 0.12% | +719 | New |
| GSG Advisors LLC | 720 | $404.6K | 0.12% | +34+5.0% | Added |
| Tactive Advisors, LLC | 720 | $404.6K | 0.13% | +720 | New |
| Wealthquest Corp | 721 | $405.2K | 0.03% | +67+10.2% | Added |
| Valley National Advisers Inc | 724 | $406.0K | 0.07% | +95+15.1% | Added |
| Elevatus Welath Management | 724 | $406.8K | 0.14% | +13+1.8% | Added |
| Lakeside Advisors, INC. | 725 | $407.4K | 0.26% | 00.0% | Unchanged |
| KKM Financial LLC | 726 | $408.0K | 0.14% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 727 | $408.5K | 0.11% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 729 | $409.7K | 0.13% | +729 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 729 | $409.9K | 0.08% | +15+2.1% | Added |
| Acima Private Wealth, LLC | 734 | $412.5K | 0.14% | −50−6.4% | Reduced |
| Bienville Capital Management, LLC | 734 | $412.5K | 0.08% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 734 | $412.5K | 0.08% | +734 | New |
| Smith Anglin Financial, LLC | 734 | $412.5K | 0.04% | −314−30.0% | Reduced |
| Covey Capital Advisors, LLC | 735 | $413.0K | 0.44% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 738 | $414.7K | 0.22% | +738 | New |
| Goldstein Advisors, LLC | 739 | $415.3K | 0.06% | −799−52.0% | Reduced |
| Level Wealth Management LLC | 741 | $416.4K | 0.24% | −19−2.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 741 | $416.4K | 0.14% | +741 | New |
| Mayfair Advisory Group, LLC | 726 | $417.0K | 0.20% | +1+0.1% | Added |
| Quilter Plc | 743 | $417.5K | 0.01% | +25+3.5% | Added |
| Plante Moran Financial Advisors, LLC | 743 | $417.6K | 0.03% | −57−7.1% | Reduced |
| Ullmann Financial Group, Inc. | 744 | $418.1K | 0.05% | +7+0.9% | Added |
| Alpha Zero LLC | 744 | $418.1K | 0.27% | +47+6.7% | Added |
| Community Financial Services Group, LLC | 745 | $418.6K | 0.08% | −60−7.5% | Reduced |
| Willner & Heller, LLC | 747 | $420.0K | 0.35% | −80−9.7% | Reduced |
| Lodestone Wealth Management LLC | 748 | $420.4K | 0.20% | −60−7.4% | Reduced |
| Merrion Investment Management Co, LLC | 750 | $421.4K | 0.27% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 750 | $421.5K | 0.07% | −57−7.1% | Reduced |
| Waters Parkerson & Co., LLC | 750 | $421.5K | 0.02% | 00.0% | Unchanged |
| Encompass More Asset Management | 751 | $422.1K | 0.10% | −15−2.0% | Reduced |
| Verity Asset Management, Inc. | 752 | $422.6K | 0.20% | +14+1.9% | Added |
| DecisionMap Wealth Management, LLC | 754 | $423.7K | 0.29% | −12−1.6% | Reduced |
| Sagace Wealth Management LLC | 755 | $424.3K | 0.32% | −23−3.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 755 | $424.4K | 0.23% | +755 | New |
| Elgethun Capital Management | 756 | $424.7K | 0.09% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 757 | $425.4K | 0.27% | −111−12.8% | Reduced |
| Gemmer Asset Management LLC | 757 | $425.4K | 0.04% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 758 | $425.7K | 0.44% | −13−1.7% | Reduced |
| Abacus Wealth Partners, LLC | 762 | $428.2K | 0.07% | +296+63.5% | Added |
| TRUE Private Wealth Advisors | 765 | $429.9K | 0.05% | +83+12.2% | Added |
| Integrated Capital Management, LLC | 777 | $431.0K | 0.21% | −5−0.6% | Reduced |
| Code Waechter LLC | 767 | $431.0K | 0.31% | +4+0.5% | Added |
| Darwin Advisors, LLC | 767 | $431.2K | 0.15% | +203+36.0% | Added |
| Burr Financial Services, LLC | 768 | $431.6K | 0.36% | −80−9.4% | Reduced |
| Cherrydale Wealth Management, LLC | 769 | $432.4K | 0.15% | +10+1.3% | Added |
| JFS Wealth Advisors, LLC | 772 | $433.8K | 0.03% | −2−0.3% | Reduced |
| Goodman Advisory Group, LLC | 773 | $434.4K | 0.15% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 776 | $436.1K | 0.07% | +3+0.4% | Added |
| Panoramic Capital Partners, LLC | 767 | $436.6K | 0.30% | −11−1.4% | Reduced |
| Baldwin Brothers Inc | 778 | $437.2K | 0.03% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 780 | $438.2K | 0.11% | −153−16.4% | Reduced |
| HHM Wealth Advisors, LLC | 780 | $438.4K | 0.05% | −64−7.6% | Reduced |
| Secure Asset Management, LLC | 781 | $438.7K | 0.08% | −1−0.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 781 | $438.9K | 0.12% | −38−4.6% | Reduced |
| Octavia Wealth Advisors, LLC | 781 | $438.9K | 0.05% | −10−1.3% | Reduced |
| Harbor Group, Inc. | 781 | $438.9K | 0.08% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 781 | $441.2K | 0.14% | +311+66.2% | Added |
| Mason & Associates Inc | 786 | $441.5K | 0.10% | 00.0% | Unchanged |
| Atom Investors LP | 786 | $441.7K | 0.04% | −612−43.8% | Reduced |
| Catalina Capital Group, LLC | 786 | $441.8K | 0.30% | −223−22.1% | Reduced |