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 |
|---|---|---|---|---|---|
| Baypointe Partners LLC | 15,000 | $8.43M | 9.88% | +15,000 | New |
| Rossmore Private Capital | 14,957 | $8.40M | 0.98% | +167+1.1% | Added |
| Herold Advisors, Inc. | 14,887 | $8.37M | 1.75% | −1,162−7.2% | Reduced |
| Addenda Capital Inc. | 14,865 | $8.35M | 0.30% | −89−0.6% | Reduced |
| Condor Capital Management | 14,864 | $8.35M | 0.72% | −399−2.6% | Reduced |
| Peachtree Investment Partners, LLC | 14,852 | $8.35M | 3.18% | +415+2.9% | Added |
| Vestmark Advisory Solutions, Inc. | 14,814 | $8.32M | 0.12% | +7,684+107.8% | Added |
| Atomi Financial Group, Inc. | 14,793 | $8.31M | 0.31% | +1,617+12.3% | Added |
| Fischer Financial Services, Inc. | 14,810 | $8.31M | 2.44% | −108−0.7% | Reduced |
| Poehling Capital Management, LLC | 14,763 | $8.30M | 1.94% | +30.0% | Added |
| Katamaran Capital LLP | 14,699 | $8.26M | 8.03% | +7,577+106.4% | Added |
| Capital Analysts, LLC | 14,687 | $8.25M | 0.28% | −785−5.1% | Reduced |
| Ossiam | 14,646 | $8.23M | 0.09% | +14,527+12,207.6% | Added |
| First PREMIER Bank | 14,620 | $8.21M | 1.99% | −30−0.2% | Reduced |
| Capital Investment Advisors, LLC | 14,567 | $8.19M | 0.15% | −574−3.8% | Reduced |
| Charter Trust Co | 14,526 | $8.16M | 0.52% | −662−4.4% | Reduced |
| Ninety One SA (PTY) Ltd | 14,542 | $8.16M | 1.34% | −67−0.5% | Reduced |
| Mitchell Capital Management Co | 14,754 | $8.15M | 1.52% | −1,927−11.6% | Reduced |
| Capital Investment Counsel, LLC | 14,477 | $8.14M | 1.26% | −440−2.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,467 | $8.13M | 0.14% | −399−2.7% | Reduced |
| Hall Laurie J Trustee | 14,403 | $8.09M | 2.68% | −220−1.5% | Reduced |
| VestGen Advisors, LLC | 14,362 | $8.08M | 0.32% | +548+4.0% | Added |
| S-Bank Fund Management Ltd | 14,373 | $8.08M | 1.19% | +1,573+12.3% | Added |
| Vantage Investment Partners, LLC | 14,331 | $8.05M | 0.59% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 14,249 | $8.01M | 2.11% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 14,184 | $7.97M | 0.54% | +170+1.2% | Added |
| Norden Group LLC | 14,167 | $7.96M | 0.86% | +74+0.5% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 14,124 | $7.94M | 2.85% | −556−3.8% | Reduced |
| Alberta Investment Management Corp | 14,100 | $7.92M | 0.06% | −49,357−77.8% | Reduced |
| Codex Capital Asset Management L.L.C. | 14,100 | $7.92M | 3.17% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 14,091 | $7.92M | 0.16% | −8−0.1% | Reduced |
| Bridgewater Advisors Inc. | 14,047 | $7.91M | 0.60% | +74+0.5% | Added |
| WCG Wealth Advisors LLC | 14,067 | $7.90M | 0.51% | +1,235+9.6% | Added |
| Armstrong Henry H Associates Inc | 14,055 | $7.90M | 0.75% | −192−1.3% | Reduced |
| Pitcairn Co | 14,053 | $7.90M | 0.52% | −1,816−11.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,032 | $7.88M | 0.23% | −2,070−12.9% | Reduced |
| Groupama Asset Managment | 14,316 | $7.88M | 0.13% | −1,611−10.1% | Reduced |
| Central Bank & Trust Co | 14,003 | $7.87M | 1.29% | −527−3.6% | Reduced |
| Scalar Gauge Management, LLC | 14,000 | $7.87M | 4.50% | +14,000 | New |
| Boston Private Wealth LLC | 13,974 | $7.85M | 0.42% | −4,353−23.8% | Reduced |
| Moser Wealth Advisors, LLC | 13,959 | $7.84M | 3.77% | −95−0.7% | Reduced |
| Portside Wealth Group, LLC | 13,919 | $7.82M | 1.16% | −23−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 13,901 | $7.81M | 0.08% | +2,273+19.5% | Added |
| Axxcess Wealth Management, LLC | 13,872 | $7.79M | 0.19% | +408+3.0% | Added |
| Modera Wealth Management, LLC | 13,861 | $7.79M | 0.10% | +94+0.7% | Added |
| Hillsdale Investment Management Inc. | 13,856 | $7.79M | 0.29% | +12,190+731.7% | Added |
| Jackson Square Partners, LLC | 13,835 | $7.77M | 2.88% | −5,551−28.6% | Reduced |
| Alcosta Capital Management, Inc. | 13,833 | $7.77M | 4.34% | −58−0.4% | Reduced |
| Welch & Forbes LLC | 13,828 | $7.77M | 0.10% | −438−3.1% | Reduced |
| First National Advisers, LLC | 13,773 | $7.74M | 1.13% | +89+0.7% | Added |
| Eukles Asset Management | 13,766 | $7.74M | 3.16% | −197−1.4% | Reduced |
| Pinnacle Financial Partners Inc | 13,755 | $7.73M | 0.16% | +867+6.7% | Added |
| Twinbeech Capital LP | 13,753 | $7.73M | 0.18% | +13,753 | New |
| De Burlo Group Inc | 13,752 | $7.73M | 1.02% | −360−2.6% | Reduced |
| Interval Partners, LP | 13,738 | $7.72M | 0.18% | −921−6.3% | Reduced |
| Yarbrough Capital, LLC | 13,720 | $7.71M | 0.28% | −158−1.1% | Reduced |
| Stock Yards Bank & Trust Co | 13,701 | $7.70M | 0.26% | +1,139+9.1% | Added |
| Infusive Asset Management Inc. | 13,653 | $7.67M | 3.42% | +1,030+8.2% | Added |
| Ascent Wealth Partners, LLC | 13,630 | $7.66M | 0.95% | +2,358+20.9% | Added |
| Frank, Rimerman Advisors LLC | 13,584 | $7.63M | 0.51% | +176+1.3% | Added |
| Saranac Partners Ltd | 13,567 | $7.62M | 4.05% | +288+2.2% | Added |
| Icon Wealth Advisors, LLC | 13,540 | $7.61M | 0.54% | +695+5.4% | Added |
| Fort Sheridan Advisors LLC | 13,514 | $7.59M | 1.08% | −125−0.9% | Reduced |
| Fulcrum Asset Management LLP | 13,504 | $7.59M | 2.17% | +13,504 | New |
| Investment Research & Advisory Group, Inc. | 13,497 | $7.58M | 2.85% | +64+0.5% | Added |
| Marshall & Sullivan Inc | 13,497 | $7.58M | 3.65% | −243−1.8% | Reduced |
| Peapack Gladstone Financial Corp | 13,430 | $7.55M | 0.11% | −119−0.9% | Reduced |
| S&CO Inc | 13,316 | $7.48M | 0.48% | +2,959+28.6% | Added |
| CFO4Life Group, LLC | 13,283 | $7.46M | 1.17% | −42−0.3% | Reduced |
| Geneva Partners, LLC | 13,267 | $7.46M | 2.96% | −30−0.2% | Reduced |
| Good Life Advisors, LLC | 13,267 | $7.46M | 0.47% | +67+0.5% | Added |
| Warren Averett Asset Management, LLC | 13,254 | $7.45M | 0.08% | −39−0.3% | Reduced |
| National Asset Management, Inc. | 13,205 | $7.42M | 0.36% | −13,683−50.9% | Reduced |
| Buckingham Strategic Partners | 13,199 | $7.41M | 0.10% | +1,114+9.2% | Added |
| Meridian Wealth Management, LLC | 13,172 | $7.40M | 0.32% | +665+5.3% | Added |
| Mission Wealth Management, LP | 13,162 | $7.40M | 0.16% | −2,109−13.8% | Reduced |
| Hixon Zuercher, LLC | 13,140 | $7.38M | 2.39% | −91−0.7% | Reduced |
| Dakota Wealth Management | 13,092 | $7.36M | 0.15% | −204−1.5% | Reduced |
| Leavell Investment Management, Inc. | 13,069 | $7.34M | 0.33% | −12−0.1% | Reduced |
| GLOBALT Investments LLC | 13,062 | $7.34M | 0.28% | −682−5.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 13,058 | $7.34M | 3.85% | −1,033−7.3% | Reduced |
| McDonough Capital Management, Inc | 12,977 | $7.29M | 4.10% | +413+3.3% | Added |
| South Street Advisors LLC | 12,887 | $7.24M | 1.07% | −185−1.4% | Reduced |
| McHugh Group, LLC | 12,882 | $7.24M | 4.84% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 12,859 | $7.23M | 1.41% | −520−3.9% | Reduced |
| Ayrshire Capital Management LLC | 12,846 | $7.22M | 3.47% | −3,284−20.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,838 | $7.21M | 0.12% | +322+2.6% | Added |
| Eastern Bank | 12,825 | $7.21M | 0.14% | −550−4.1% | Reduced |
| Conning Inc. | 12,805 | $7.20M | 0.25% | −67−0.5% | Reduced |
| Global Retirement Partners, LLC | 12,775 | $7.18M | 0.18% | +12,775 | New |
| Bell Asset Management Ltd | 12,723 | $7.15M | 1.58% | −5,851−31.5% | Reduced |
| RFG Advisory, LLC | 12,681 | $7.13M | 0.17% | +808+6.8% | Added |
| Simplicity Wealth,LLC | 12,645 | $7.11M | 0.30% | +6,641+110.6% | Added |
| Aviso Financial Inc. | 12,633 | $7.10M | 0.32% | +224+1.8% | Added |
| Resources Investment Advisors, LLC. | 12,557 | $7.06M | 0.08% | +419+3.5% | Added |
| Denali Advisors LLC | 12,552 | $7.05M | 0.73% | −146−1.1% | Reduced |
| R.H. Investment Group, LLC | 12,526 | $7.04M | 6.45% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 12,510 | $7.03M | 0.78% | +325+2.7% | Added |
| Insigneo Advisory Services, LLC | 12,491 | $7.02M | 0.60% | +1,037+9.1% | Added |
| CMH Wealth Management LLC | 12,453 | $7.00M | 1.63% | −2,844−18.6% | Reduced |