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
- 3,536
- +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
- 1,444 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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 8,473 | $4.76M | 0.16% | −267−3.1% | Reduced |
| Agf Management Ltd | 8,469 | $4.76M | 0.02% | −1,718−16.9% | Reduced |
| Smartleaf Asset Management LLC | 8,644 | $4.76M | 0.42% | −554−6.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 8,464 | $4.76M | 0.41% | −771−8.3% | Reduced |
| E Fund Management Co., Ltd. | 8,462 | $4.76M | 0.23% | −5,665−40.1% | Reduced |
| North Star Investment Management Corp. | 8,456 | $4.75M | 0.33% | +21+0.2% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 8,432 | $4.74M | 0.56% | +409+5.1% | Added |
| Peterson Wealth Management | 8,416 | $4.73M | 2.80% | +891+11.8% | Added |
| WD Rutherford LLC | 8,389 | $4.71M | 2.17% | −315−3.6% | Reduced |
| Belpointe Asset Management LLC | 8,377 | $4.71M | 0.20% | −77−0.9% | Reduced |
| Morse Asset Management, Inc | 8,375 | $4.71M | 1.03% | −1,590−16.0% | Reduced |
| Mathes Company, Inc. | 8,352 | $4.69M | 1.74% | −202−2.4% | Reduced |
| Strengthening Families & Communities, LLC | 8,317 | $4.67M | 2.60% | −397−4.6% | Reduced |
| Orser Capital Management, LLC | 8,309 | $4.67M | 3.45% | −80−1.0% | Reduced |
| Banco de Sabadell, S.A | 8,275 | $4.65M | 3.22% | +683+9.0% | Added |
| Brookstone Capital Management | 8,260 | $4.64M | 0.06% | −32−0.4% | Reduced |
| SBI Securities Co., Ltd. | 8,250 | $4.64M | 0.13% | +23+0.3% | Added |
| Coastal Bridge Advisors, LLC | 8,246 | $4.63M | 0.38% | +8,246 | New |
| JPL Wealth Management, LLC | 8,239 | $4.63M | 1.25% | +203+2.5% | Added |
| Promethos Capital, LLC | 8,238 | $4.63M | 1.56% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 8,179 | $4.60M | 0.79% | −112−1.4% | Reduced |
| Citizens & Northern Corp | 8,168 | $4.59M | 1.23% | −63−0.8% | Reduced |
| Bearing Point Capital, LLC | 8,167 | $4.59M | 0.84% | +234+2.9% | Added |
| Rehmann Capital Advisory Group | 8,161 | $4.59M | 0.28% | +124+1.5% | Added |
| GHP Investment Advisors, Inc. | 8,160 | $4.59M | 0.20% | −426−5.0% | Reduced |
| Texas Bank & Trust Co | 8,158 | $4.58M | 1.82% | +45+0.6% | Added |
| Harvey Capital Management Inc | 8,095 | $4.57M | 1.07% | −110−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,129 | $4.57M | 0.05% | +259+3.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,120 | $4.56M | 0.28% | −542−6.3% | Reduced |
| Kampmann Melissa S. | 8,098 | $4.55M | 3.42% | −180−2.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 8,068 | $4.53M | 0.30% | −1,037−11.4% | Reduced |
| Garrett Investment Advisors LLC | 8,043 | $4.52M | 0.40% | +210+2.7% | Added |
| Americana Partners, LLC | 8,028 | $4.51M | 0.16% | +1,617+25.2% | Added |
| Dorsey Wright & Associates | 8,025 | $4.51M | 1.07% | +8,025 | New |
| Clarius Group, LLC | 8,003 | $4.50M | 0.26% | −826−9.4% | Reduced |
| Pictet Bank & Trust Ltd | 8,000 | $4.50M | 5.27% | 00.0% | Unchanged |
| RedJay Asset Management Inc. | 8,000 | $4.50M | 1.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,985 | $4.49M | 0.77% | −234−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 7,977 | $4.48M | 0.14% | −203−2.5% | Reduced |
| Daymark Wealth Partners, LLC | 7,977 | $4.48M | 0.17% | −79−1.0% | Reduced |
| TB Capital Gestao de Recursos Ltda. | 7,953 | $4.47M | 3.88% | +7,953 | New |
| Greenfield Savings Bank | 7,911 | $4.45M | 2.02% | −19−0.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 7,908 | $4.44M | 0.59% | −1,027−11.5% | Reduced |
| Brighton Jones LLC | 7,901 | $4.44M | 0.12% | +946+13.6% | Added |
| Intrust Bank NA | 7,898 | $4.44M | 0.39% | +215+2.8% | Added |
| First Bank & Trust | 7,881 | $4.43M | 0.79% | −123−1.5% | Reduced |
| Barbara Oil Co. | 7,880 | $4.43M | 1.74% | 00.0% | Unchanged |
| Inkwell Capital LLC | 7,875 | $4.43M | 4.74% | −100−1.3% | Reduced |
| Cove Private Wealth, LLC | 7,874 | $4.42M | 1.56% | +2,450+45.2% | Added |
| West Branch Capital LLC | 7,867 | $4.42M | 1.31% | +198+2.6% | Added |
| LVW Advisors, LLC | 7,860 | $4.42M | 0.49% | +736+10.3% | Added |
| Stenger Family Office, LLC | 7,886 | $4.41M | 1.16% | +7,886 | New |
| Naviter Wealth, LLC | 7,841 | $4.41M | 0.54% | −475−5.7% | Reduced |
| Bahl & Gaynor Inc | 7,833 | $4.40M | 0.02% | +84+1.1% | Added |
| Fiduciary Alliance LLC | 7,813 | $4.39M | 0.33% | +167+2.2% | Added |
| IPG Investment Advisors LLC | 7,805 | $4.39M | 0.86% | −33−0.4% | Reduced |
| Yukon Wealth Management, Inc. | 7,767 | $4.36M | 1.56% | +37+0.5% | Added |
| Peak Asset Management, LLC | 7,714 | $4.33M | 0.79% | −91−1.2% | Reduced |
| Alliance Wealth Advisors, LLC | 7,700 | $4.33M | 1.07% | −718−8.5% | Reduced |
| In-Depth Partners, LLC | 7,664 | $4.31M | 4.52% | −1,698−18.1% | Reduced |
| Pensionfund Sabic | 7,600 | $4.27M | 1.21% | 00.0% | Unchanged |
| Symmetry Investments LP | 7,600 | $4.27M | 0.36% | +7,600 | New |
| Klingman & Associates, LLC | 7,535 | $4.23M | 0.23% | +321+4.4% | Added |
| Soltis Investment Advisors LLC | 7,495 | $4.21M | 0.33% | −2,577−25.6% | Reduced |
| Global Trust Asset Management, LLC | 7,446 | $4.18M | 2.24% | +377+5.3% | Added |
| Blue Edge Capital, LLC | 7,443 | $4.18M | 0.62% | −9−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 7,427 | $4.17M | 0.19% | +7+0.1% | Added |
| Journey Strategic Wealth LLC | 7,427 | $4.17M | 0.14% | +2,870+63.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,363 | $4.15M | 1.72% | −113−1.5% | Reduced |
| Cohen Capital Management, Inc. | 7,366 | $4.14M | 0.67% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 7,364 | $4.14M | 1.45% | −32−0.4% | Reduced |
| AXS Investments LLC | 7,362 | $4.14M | 1.70% | −2,445−24.9% | Reduced |
| Independence Bank of Kentucky | 7,352 | $4.13M | 0.59% | +555+8.2% | Added |
| Volterra Technologies LP | 7,345 | $4.13M | 5.58% | +7,345 | New |
| Capital Asset Advisory Services LLC | 7,297 | $4.12M | 0.19% | −233−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 7,310 | $4.11M | 0.76% | −283−3.7% | Reduced |
| Leonteq Securities AG | 7,285 | $4.09M | 0.24% | +1,204+19.8% | Added |
| Smithfield Trust Co | 7,287 | $4.09M | 0.19% | −156−2.1% | Reduced |
| Bridgefront Capital, LLC | 7,261 | $4.08M | 1.08% | +2,042+39.1% | Added |
| Jacobi Capital Management LLC | 7,222 | $4.06M | 0.27% | +486+7.2% | Added |
| Tyche Wealth Partners LLC | 7,183 | $4.04M | 0.81% | −461−6.0% | Reduced |
| Spinnaker Trust | 7,173 | $4.03M | 0.24% | +110+1.6% | Added |
| Chicago Trust Co NA | 7,164 | $4.03M | 0.57% | +2,399+50.3% | Added |
| Prospect Hill Management, LLC | 7,150 | $4.02M | 2.07% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 7,146 | $4.02M | 0.09% | −10.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,110 | $4.00M | 1.64% | +289+4.2% | Added |
| Winton Group Ltd | 7,100 | $3.99M | 0.20% | +7,100 | New |
| Orleans Capital Management Corp | 7,099 | $3.99M | 2.12% | −5−0.1% | Reduced |
| Deane Retirement Strategies, Inc. | 7,096 | $3.98M | 1.78% | +1,770+33.2% | Added |
| Avestar Capital, LLC | 7,079 | $3.98M | 0.29% | +927+15.1% | Added |
| United Bank | 7,074 | $3.98M | 1.52% | −89−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 7,072 | $3.97M | 0.18% | +399+6.0% | Added |
| Papamarkou Wellner Asset Management inc. | 7,050 | $3.96M | 2.62% | −160−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 7,029 | $3.95M | 0.05% | +293+4.3% | Added |
| Independent Financial Group, LLC | 7,016 | $3.94M | 0.11% | −140−2.0% | Reduced |
| HBK Sorce Advisory LLC | 7,015 | $3.94M | 0.11% | +406+6.1% | Added |
| Accurate Wealth Management, LLC | 6,993 | $3.94M | 0.60% | −6−0.1% | Reduced |
| Viking Fund Management LLC | 7,000 | $3.93M | 0.54% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 6,983 | $3.92M | 0.11% | +332+5.0% | Added |
| Angeles Wealth Management, LLC | 6,981 | $3.92M | 0.27% | +677+10.7% | Added |