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 |
|---|---|---|---|---|---|
| Capstone Financial Advisors, Inc. | 788 | $442.7K | 0.03% | −28−3.4% | Reduced |
| Apollon Financial, LLC | 789 | $443.2K | 0.09% | +5+0.6% | Added |
| Millennium Capital Advisors, LLC | 789 | $443.3K | 0.30% | +18+2.3% | Added |
| Trust Co of Virginia | 789 | $443.4K | 0.04% | +789 | New |
| Wise Wealth Partners | 789 | $443.4K | 0.74% | +420+113.8% | Added |
| Quartz Partners, LLC | 792 | $444.9K | 0.20% | +792 | New |
| Tiemann Investment Advisors, LLC | 792 | $445.1K | 0.18% | −25−3.1% | Reduced |
| Sigma Investment Counselors Inc | 792 | $445.1K | 0.02% | +16+2.1% | Added |
| United Bank | 793 | $445.6K | 0.05% | −7−0.9% | Reduced |
| Lewis Asset Management, LLC | 793 | $445.6K | 0.21% | +92+13.1% | Added |
| Prescott Group Capital Management, L.L.C. | 794 | $446.2K | 0.05% | +255+47.3% | Added |
| George Kaiser Family Foundation | 794 | $446.2K | 0.06% | +255+47.3% | Added |
| Peak Financial Advisors LLC | 794 | $446.2K | 0.23% | +794 | New |
| Global Financial Private Client, LLC | 797 | $447.9K | 0.17% | +11+1.4% | Added |
| North Ridge Wealth Advisors, Inc. | 800 | $449.6K | 0.28% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 800 | $449.6K | 0.12% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 801 | $450.1K | 0.01% | 00.0% | Unchanged |
| Morton Capital Management LLC | 802 | $450.6K | 0.08% | −18−2.2% | Reduced |
| Oldfather Financial Services, LLC | 802 | $450.7K | 0.15% | −20−2.4% | Reduced |
| Triasima Portfolio Management inc. | 803 | $451.2K | 0.08% | −1−0.1% | Reduced |
| M1 Capital Management LLC | 803 | $451.2K | 0.23% | +27+3.5% | Added |
| Facet Wealth, Inc. | 797 | $451.7K | 0.01% | +295+58.8% | Added |
| Luts & Greenleigh Group, Inc | 805 | $452.2K | 0.43% | −6−0.7% | Reduced |
| Crown Wealth Group, LLC | 805 | $452.4K | 0.17% | −25−3.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 808 | $454.2K | 0.16% | +25+3.2% | Added |
| First National Bank | 809 | $454.6K | 0.26% | +77+10.5% | Added |
| AdvisorShares Investments LLC | 809 | $454.6K | 0.08% | −162−16.7% | Reduced |
| Insight Advisors, LLC | 809 | $455.1K | 0.07% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 810 | $455.2K | 0.10% | −580−41.7% | Reduced |
| CNB Bank | 811 | $455.7K | 0.22% | −240−22.8% | Reduced |
| First Financial Corp | 811 | $455.7K | 0.20% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 817 | $459.2K | 0.08% | +185+29.3% | Added |
| Arlington Trust Co LLC | 818 | $459.7K | 0.09% | −25−3.0% | Reduced |
| MQS Management LLC | 819 | $460.2K | 0.25% | −254−23.7% | Reduced |
| Precision Wealth Strategies, LLC | 820 | $460.8K | 0.15% | +820 | New |
| Retirement Planning Group | 821 | $461.5K | 0.02% | +169+25.9% | Added |
| Dominguez Wealth Management Solutions, Inc. | 822 | $461.8K | 0.32% | +1+0.1% | Added |
| Cascade Investment Group, Inc. | 823 | $462.5K | 0.32% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 823 | $462.5K | 0.09% | −8−1.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 827 | $464.7K | 0.17% | +146+21.4% | Added |
| Tempus Wealth Planning, LLC | 829 | $465.9K | 0.12% | +2+0.2% | Added |
| Fortress Wealth Group, LLC | 818 | $466.3K | 0.22% | −12−1.4% | Reduced |
| Woodward Diversified Capital, LLC | 832 | $467.5K | 0.24% | +3+0.4% | Added |
| Heritage Investment Group, Inc. | 832 | $467.8K | 0.08% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 833 | $468.1K | 0.32% | −72−8.0% | Reduced |
| Hamel Associates, Inc. | 834 | $468.7K | 0.16% | 00.0% | Unchanged |
| First Financial Group Corp | 836 | $470.3K | 0.46% | +210+33.5% | Added |
| Echo45 Advisors LLC | 840 | $472.2K | 0.30% | +16+1.9% | Added |
| Stonebridge Capital Advisors LLC | 845 | $475.1K | 0.04% | −84−9.0% | Reduced |
| High Net Worth Advisory Group LLC | 846 | $475.4K | 0.13% | −710−45.6% | Reduced |
| Trust Co of the South | 846 | $475.4K | 0.08% | +25+3.0% | Added |
| ZWJ Investment Counsel Inc | 848 | $476.3K | 0.02% | +12+1.4% | Added |
| Financial Council Asset Management Inc | 849 | $477.1K | 0.23% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 852 | $479.0K | 0.24% | −68−7.4% | Reduced |
| ASB Consultores, LLC | 853 | $479.3K | 0.32% | +55+6.9% | Added |
| Intrua Financial, LLC | 853 | $479.6K | 0.07% | −26−3.0% | Reduced |
| Keyvantage Wealth, LLC | 855 | $480.5K | 0.22% | −22−2.5% | Reduced |
| Pinnacle Bancorp, Inc. | 858 | $482.1K | 0.15% | +26+3.1% | Added |
| Alteri Wealth LLC | 859 | $482.5K | 0.19% | −16−1.8% | Reduced |
| Vision Capital Management, Inc. | 859 | $482.7K | 0.06% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 860 | $483.3K | 0.04% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 862 | $484.4K | 0.07% | −8−0.9% | Reduced |
| Trilogy Capital Inc. | 868 | $487.8K | 0.02% | −1−0.1% | Reduced |
| Fortis Advisors, LLC | 871 | $489.4K | 0.31% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 872 | $490.0K | 0.66% | −22−2.5% | Reduced |
| AGH Wealth Advisors, LLC | 872 | $490.0K | 0.40% | −3−0.3% | Reduced |
| GenTrust, LLC | 874 | $490.9K | 0.02% | −259−22.9% | Reduced |
| apricus wealth, LLC | 874 | $491.1K | 0.29% | −15−1.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 875 | $491.7K | 0.04% | −100−10.3% | Reduced |
| Altfest L J & Co Inc | 877 | $492.9K | 0.06% | −1,376−61.1% | Reduced |
| Benin Management CORP | 878 | $493.4K | 0.13% | −5−0.6% | Reduced |
| New Covenant Trust Company, N.A. | 899 | $494.7K | 0.44% | −3−0.3% | Reduced |
| Ballast, Inc. | 882 | $495.6K | 0.13% | −15−1.7% | Reduced |
| Eads & Heald Wealth Management | 882 | $496.0K | 0.25% | −32−3.5% | Reduced |
| Sage Private Wealth Group, LLC | 883 | $496.3K | 0.32% | +77+9.6% | Added |
| First Business Financial Services, Inc. | 885 | $497.3K | 0.04% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 885 | $497.4K | 0.22% | −2−0.2% | Reduced |
| Hartmann Taylor Wealth Management, LLC | 892 | $501.3K | 0.42% | +5+0.6% | Added |
| Northstar Group, Inc. | 892 | $501.3K | 0.08% | −10−1.1% | Reduced |
| Abel Hall, LLC | 895 | $502.9K | 0.23% | +85+10.5% | Added |
| Granite Bay Wealth Management, LLC | 895 | $503.0K | 0.16% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 895 | $503.0K | 0.18% | +895 | New |
| Bedel Financial Consulting, Inc. | 895 | $503.2K | 0.07% | −15−1.6% | Reduced |
| Cynosure Management, LLC | 898 | $504.6K | 0.06% | +115+14.7% | Added |
| Heritage Oak Wealth Advisors LLC | 899 | $505.2K | 0.20% | +4+0.4% | Added |
| Ovata Capital Management Ltd | 900 | $505.7K | 0.11% | 00.0% | Unchanged |
| Par Capital Management Inc | 900 | $505.7K | 0.02% | +400+80.0% | Added |
| Delta Accumulation, LLC | 1,025 | $506.1K | 1.07% | +1+0.1% | Added |
| Illumine Investment Management, LLC | 902 | $506.9K | 0.40% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 910 | $507.0K | 0.16% | +25+2.8% | Added |
| Hudock, Inc. | 905 | $508.7K | 0.08% | +21+2.4% | Added |
| Private Client Services, LLC | 908 | $510.4K | 0.20% | +41+4.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 909 | $510.6K | 0.23% | +22+2.5% | Added |
| Navalign, LLC | 909 | $510.8K | 0.14% | −234−20.5% | Reduced |
| Magnolia Private Wealth, LLC | 909 | $510.8K | 0.40% | +22+2.5% | Added |
| Retirement Planning Co of New England, Inc. | 910 | $511.6K | 0.23% | +5+0.6% | Added |
| Promethium Advisors,llc | 912 | $512.5K | 0.31% | 00.0% | Unchanged |
| RVW Wealth, LLC | 918 | $515.6K | 0.04% | +4+0.4% | Added |
| Coastal Investment Advisors, Inc. | 918 | $515.9K | 0.20% | −26−2.8% | Reduced |
| Quarry LP | 924 | $519.2K | 0.12% | +60+6.9% | Added |