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 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management Services Ltd | 19,015 | $10.7M | 1.60% | +639+3.5% | Added |
| City Holding Co | 19,008 | $10.7M | 1.40% | +79+0.4% | Added |
| Talbot Financial, LLC | 18,988 | $10.7M | 1.01% | +3,313+21.1% | Added |
| Plato Investment Management Ltd | 19,022 | $10.7M | 0.80% | +36+0.2% | Added |
| Berger Financial Group, Inc | 18,912 | $10.6M | 0.69% | −620−3.2% | Reduced |
| Lyell Wealth Management, LP | 18,866 | $10.6M | 0.84% | +1,926+11.4% | Added |
| Fundamentun, LLC | 18,859 | $10.6M | 0.49% | +487+2.7% | Added |
| Knights of Columbus Asset Advisors LLC | 18,835 | $10.6M | 0.64% | +6,292+50.2% | Added |
| We Are One Seven, LLC | 18,825 | $10.6M | 0.34% | +443+2.4% | Added |
| Summit Global Investments | 18,815 | $10.6M | 0.62% | +3,726+24.7% | Added |
| XTX Topco Ltd | 18,763 | $10.5M | 0.44% | +15,801+533.5% | Added |
| RKL Wealth Management LLC | 18,715 | $10.5M | 0.92% | −514−2.7% | Reduced |
| Cypress Asset Management Inc | 18,621 | $10.5M | 2.52% | −242−1.3% | Reduced |
| Progressive Investment Management Corp | 18,405 | $10.3M | 2.64% | −208−1.1% | Reduced |
| Knollwood Investment Advisory, LLC | 18,400 | $10.3M | 0.99% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 18,339 | $10.3M | 3.59% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 18,288 | $10.3M | 3.06% | −75−0.4% | Reduced |
| Cypress Capital Group | 18,229 | $10.2M | 1.27% | −30.0% | Reduced |
| TBH Global Asset Management, LLC | 18,147 | $10.2M | 2.18% | −2,099−10.4% | Reduced |
| Nitorum Capital, L.P. | 18,136 | $10.2M | 1.51% | −12,756−41.3% | Reduced |
| MUFG Securities Americas Inc. | 17,977 | $10.1M | 0.86% | +3,561+24.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 17,959 | $10.1M | 0.94% | −1,002−5.3% | Reduced |
| DRW Securities, LLC | 17,918 | $10.1M | 0.71% | +15,944+807.7% | Added |
| Burling Wealth Partners, LLC | 17,837 | $10.0M | 1.85% | +1,273+7.7% | Added |
| Northeast Investment Management | 17,821 | $10.0M | 0.43% | −347−1.9% | Reduced |
| Qsemble Capital Management, LP | 17,816 | $10.0M | 0.96% | +17,816 | New |
| Zweig-DiMenna Associates LLC | 17,800 | $10.0M | 1.03% | +350+2.0% | Added |
| Dynamic Advisor Solutions LLC | 17,786 | $9.99M | 0.31% | +71+0.4% | Added |
| Fiduciary Group LLC | 17,651 | $9.92M | 0.93% | −50−0.3% | Reduced |
| Ingalls & Snyder LLC | 17,636 | $9.91M | 0.35% | +365+2.1% | Added |
| Broadleaf Partners, LLC | 17,594 | $9.89M | 2.18% | −31−0.2% | Reduced |
| Contravisory Investment Management, Inc. | 17,579 | $9.88M | 1.94% | −121−0.7% | Reduced |
| Hills Bank & Trust Co | 17,522 | $9.85M | 0.62% | −16−0.1% | Reduced |
| St. Nicholas Private Asset Management, Inc | 17,512 | $9.84M | 9.13% | −209−1.2% | Reduced |
| V-Square Quantitative Management LLC | 17,502 | $9.84M | 1.32% | +273+1.6% | Added |
| Pegasus Asset Management, Inc. | 17,479 | $9.82M | 3.37% | +259+1.5% | Added |
| Huber Capital Management LLC | 17,409 | $9.78M | 1.66% | +2,000+13.0% | Added |
| Ostrum Asset Management | 17,340 | $9.74M | 0.46% | +440+2.6% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 17,335 | $9.74M | 3.22% | 00.0% | Unchanged |
| Stenahm Asset Managment Ltd | 17,310 | $9.73M | 4.24% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 17,277 | $9.70M | 0.46% | −3,390−16.4% | Reduced |
| Coastline Trust Co | 17,233 | $9.68M | 1.11% | −24−0.1% | Reduced |
| Spinecap SAS | 17,208 | $9.67M | 5.03% | +17,208 | New |
| Linscomb & Williams, Inc. | 17,183 | $9.66M | 0.44% | +327+1.9% | Added |
| Everence Capital Management Inc | 17,176 | $9.65M | 0.62% | −1,830−9.6% | Reduced |
| Texas Yale Capital Corp. | 17,158 | $9.64M | 0.32% | +485+2.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 17,149 | $9.64M | 0.33% | +157+0.9% | Added |
| King Wealth | 17,058 | $9.59M | 1.30% | +244+1.5% | Added |
| MASTERINVEST Kapitalanlage GmbH | 16,995 | $9.55M | 1.00% | +16,995 | New |
| Vancity Investment Management Ltd | 16,963 | $9.53M | 1.20% | −1,234−6.8% | Reduced |
| Notis-McConarty Edward | 16,834 | $9.46M | 4.61% | −589−3.4% | Reduced |
| Cohen Klingenstein LLC | 16,800 | $9.44M | 0.31% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 16,785 | $9.43M | 2.39% | −31−0.2% | Reduced |
| GAMMA Investing LLC | 16,781 | $9.43M | 0.60% | +1,774+11.8% | Added |
| SeaTown Holdings Pte. Ltd. | 16,751 | $9.41M | 5.54% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 16,719 | $9.39M | 0.88% | −36−0.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,703 | $9.39M | 0.77% | −399−2.3% | Reduced |
| Delaney Dennis R | 16,662 | $9.36M | 4.81% | −393−2.3% | Reduced |
| Fundsmith Investment Services Ltd. | 16,576 | $9.31M | 0.13% | −6,901−29.4% | Reduced |
| Farther Finance Advisors, LLC | 16,575 | $9.31M | 0.19% | +1,629+10.9% | Added |
| Paradigm Financial Partners, LLC | 16,571 | $9.31M | 1.01% | −450−2.6% | Reduced |
| LGT Fund Management Co Ltd. | 16,560 | $9.31M | 0.81% | +2,516+17.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,552 | $9.30M | 0.38% | +63+0.4% | Added |
| Apella Capital, LLC | 16,246 | $9.18M | 0.25% | +15,593+2,387.9% | Added |
| IFP Advisors, Inc | 16,102 | $9.12M | 0.26% | +361+2.3% | Added |
| William Allan, LLC | 16,236 | $9.12M | 5.32% | −244−1.5% | Reduced |
| Wisconsin Capital Management LLC | 16,199 | $9.10M | 5.03% | +61+0.4% | Added |
| Generate Investment Management Ltd | 16,177 | $9.09M | 0.50% | +16,177 | New |
| Affinity Wealth Management LLC | 16,145 | $9.07M | 1.45% | +104+0.6% | Added |
| Gluskin Sheff & Assoc Inc | 16,129 | $9.06M | 1.11% | +377+2.4% | Added |
| Graham Capital Management, L.P. | 16,103 | $9.05M | 0.28% | −14,979−48.2% | Reduced |
| CWA Asset Management Group, LLC | 16,056 | $9.02M | 0.38% | +7,100+79.3% | Added |
| International Assets Investment Management, LLC | 16,049 | $9.02M | 0.73% | −875−5.2% | Reduced |
| New Age Alpha Advisors, LLC | 16,006 | $8.99M | 0.40% | +2,594+19.3% | Added |
| Graypoint LLC | 15,976 | $8.98M | 0.51% | +205+1.3% | Added |
| Parisi Gray Wealth Management | 15,962 | $8.97M | 2.57% | +18+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 15,858 | $8.91M | 0.74% | +28+0.2% | Added |
| Saybrook Capital | 15,835 | $8.90M | 2.52% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 15,591 | $8.86M | 2.61% | +1,116+7.7% | Added |
| Level Four Advisory Services, LLC | 15,722 | $8.84M | 0.33% | −509−3.1% | Reduced |
| Agur Provident & Training Funds Management Ltd | 15,680 | $8.81M | 3.33% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 15,648 | $8.79M | 0.33% | −172−1.1% | Reduced |
| Stokes Capital Advisors, LLC | 15,642 | $8.79M | 2.15% | +1,040+7.1% | Added |
| Peloton Wealth Strategists | 15,577 | $8.75M | 3.51% | −270−1.7% | Reduced |
| Baader Bank INC | 15,700 | $8.75M | 0.75% | −2,711−14.7% | Reduced |
| CFM Wealth Partners LLC | 15,535 | $8.73M | 1.39% | +144+0.9% | Added |
| Welch Group, LLC | 15,507 | $8.71M | 0.36% | +505+3.4% | Added |
| Whalerock Point Partners, LLC | 15,416 | $8.66M | 1.87% | +313+2.1% | Added |
| Integrated Advisors Network LLC | 15,411 | $8.66M | 0.39% | +433+2.9% | Added |
| Nutshell Asset Management Ltd | 15,366 | $8.63M | 5.14% | −1,998−11.5% | Reduced |
| Longbow Finance SA | 15,309 | $8.60M | 0.92% | +15,309 | New |
| Canandaigua National Bank & Trust Co | 15,238 | $8.56M | 0.79% | −187−1.2% | Reduced |
| Arkadios Wealth Advisors | 15,209 | $8.55M | 0.26% | +1,192+8.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,192 | $8.54M | 3.42% | +4,392+40.7% | Added |
| Sargent Investment Group, LLC | 14,973 | $8.52M | 1.15% | +167+1.1% | Added |
| Leuthold Group, LLC | 15,102 | $8.49M | 1.01% | −244−1.6% | Reduced |
| Catalytic Wealth RIA, LLC | 15,088 | $8.48M | 0.69% | +7,464+97.9% | Added |
| Wealthspire Advisors, LLC | 15,076 | $8.47M | 0.05% | −193−1.3% | Reduced |
| Adviser Investments LLC | 15,027 | $8.44M | 0.11% | +727+5.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $8.43M | 1.80% | 00.0% | Unchanged |