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 |
|---|---|---|---|---|---|
| Value Partners Investments Inc. | 5,694 | $3.19M | 0.25% | +331+6.2% | Added |
| Nebula Research & Development LLC | 5,680 | $3.19M | 0.27% | +2,827+99.1% | Added |
| Elite Wealth Management, Inc. | 5,637 | $3.17M | 1.04% | −7,368−56.7% | Reduced |
| Gables Capital Management Inc. | 5,624 | $3.16M | 1.49% | −270−4.6% | Reduced |
| Invesco, LLC | 5,605 | $3.15M | 1.17% | −300−5.1% | Reduced |
| Keel Point, LLC | 5,597 | $3.15M | 0.21% | +534+10.5% | Added |
| Jackson Square Capital, LLC | 5,566 | $3.13M | 0.69% | −6,332−53.2% | Reduced |
| Elmwood Wealth Management, Inc. | 5,560 | $3.12M | 1.24% | −50−0.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,554 | $3.12M | 0.28% | +533+10.6% | Added |
| Kingswood Wealth Advisors, LLC | 5,552 | $3.12M | 0.25% | −72−1.3% | Reduced |
| Marion Wealth Management | 5,545 | $3.12M | 0.78% | +28+0.5% | Added |
| Trail Ridge Investment Advisors, LLC | 5,486 | $3.11M | 1.49% | −35−0.6% | Reduced |
| WealthBridge Capital Management, LLC | 5,497 | $3.09M | 0.78% | −29−0.5% | Reduced |
| Mitchell Sinkler & Starr | 5,493 | $3.09M | 1.48% | +181+3.4% | Added |
| Boomfish Wealth Group, LLC | 5,493 | $3.09M | 1.78% | +87+1.6% | Added |
| Sendero Wealth Management, LLC | 5,476 | $3.08M | 0.38% | −9−0.2% | Reduced |
| Patten & Patten Inc | 5,465 | $3.07M | 0.20% | −194−3.4% | Reduced |
| Gold Investment Management Ltd. | 5,435 | $3.06M | 1.15% | +113+2.1% | Added |
| Kerusso Capital Management LLC | 5,438 | $3.06M | 1.89% | +3+0.1% | Added |
| Kensington Investment Counsel, LLC | 5,404 | $3.04M | 1.30% | −19−0.4% | Reduced |
| Sovereign Financial Group, Inc. | 5,395 | $3.03M | 0.62% | +23+0.4% | Added |
| Tolleson Wealth Management, Inc. | 5,388 | $3.03M | 0.52% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5,375 | $3.02M | 2.52% | −151−2.7% | Reduced |
| Main Street Financial Solutions, LLC | 5,370 | $3.02M | 0.22% | +1,395+35.1% | Added |
| Venturi Wealth Management, LLC | 5,360 | $3.01M | 0.15% | −74−1.4% | Reduced |
| Avalon Trust Co | 5,359 | $3.01M | 0.22% | +197+3.8% | Added |
| Tremblant Capital Group | 5,358 | $3.01M | 0.29% | +140+2.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 5,356 | $3.01M | 0.83% | −256−4.6% | Reduced |
| Strategic Advisors LLC | 5,352 | $3.01M | 0.59% | −290−5.1% | Reduced |
| Intact Investment Management Inc. | 5,336 | $3.00M | 0.10% | +2,736+105.2% | Added |
| Bayesian Capital Management, LP | 5,317 | $2.99M | 0.47% | +5,317 | New |
| Koshinski Asset Management, Inc. | 5,306 | $2.98M | 0.23% | −267−4.8% | Reduced |
| Visionary Wealth Advisors | 5,299 | $2.98M | 0.15% | −266−4.8% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 5,295 | $2.98M | 4.50% | +1,488+39.1% | Added |
| Kestra Investment Management, LLC | 5,348 | $2.97M | 0.05% | +2,907+119.1% | Added |
| Fort Point Capital Partners LLC | 5,282 | $2.97M | 0.30% | +436+9.0% | Added |
| Scott & Selber, Inc. | 5,278 | $2.97M | 0.83% | +32+0.6% | Added |
| Scharf Investments, LLC | 5,273 | $2.96M | 0.09% | +428+8.8% | Added |
| Ssa Swiss Advisors AG | 5,260 | $2.96M | 1.43% | −620−10.5% | Reduced |
| Eley Financial Management, Inc | 5,229 | $2.94M | 1.13% | +52+1.0% | Added |
| Lecap Asset Management Ltd | 5,220 | $2.93M | 1.04% | +5,220 | New |
| Pinkerton Retirement Specialists, LLC | 5,175 | $2.91M | 0.35% | −70−1.3% | Reduced |
| Inlet Private Wealth, LLC | 5,169 | $2.90M | 0.71% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 5,161 | $2.90M | 0.62% | +847+19.6% | Added |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.90M | 0.81% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,157 | $2.90M | 0.12% | +1,071+26.2% | Added |
| Twin Capital Management Inc | 5,117 | $2.88M | 0.31% | +473+10.2% | Added |
| ICONIQ Capital, LLC | 5,086 | $2.86M | 0.05% | +806+18.8% | Added |
| Premier Path Wealth Partners, LLC | 5,076 | $2.85M | 0.40% | +368+7.8% | Added |
| MeadowBrook Investment Advisors LLC | 5,059 | $2.84M | 2.64% | −72−1.4% | Reduced |
| Hardy Reed LLC | 5,057 | $2.84M | 0.23% | +19+0.4% | Added |
| Cannon Advisors, Inc. | 5,051 | $2.84M | 2.29% | −151−2.9% | Reduced |
| Plancorp, LLC | 5,037 | $2.83M | 0.10% | −430−7.9% | Reduced |
| Next Century Growth Investors LLC | 5,035 | $2.83M | 0.22% | +20.0% | Added |
| Wealth Group, Ltd. | 5,032 | $2.83M | 2.81% | −920−15.5% | Reduced |
| Cornerstone Wealth Management, LLC | 5,029 | $2.83M | 0.17% | +496+10.9% | Added |
| New Hampshire Trust | 5,025 | $2.82M | 0.59% | −141−2.7% | Reduced |
| Apriem Advisors | 5,025 | $2.82M | 0.30% | 00.0% | Unchanged |
| Martin & Co Inc | 5,018 | $2.82M | 0.52% | +19+0.4% | Added |
| Mayflower Financial Advisors, LLC | 5,009 | $2.81M | 0.39% | +83+1.7% | Added |
| Cim Investment Mangement Inc | 5,171 | $2.81M | 0.54% | +2,582+99.7% | Added |
| SummitTX Capital, L.P. | 5,000 | $2.81M | 0.12% | −1,309−20.7% | Reduced |
| Bourne Lent Asset Management Inc | 4,998 | $2.81M | 1.09% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 5,094 | $2.80M | 0.28% | −931−15.5% | Reduced |
| Quantum Private Wealth, LLC | 4,981 | $2.80M | 0.91% | −26−0.5% | Reduced |
| First Horizon Advisors, Inc. | 4,976 | $2.80M | 0.07% | +185+3.9% | Added |
| Camden Capital, LLC | 4,971 | $2.79M | 0.26% | +5+0.1% | Added |
| Quotient Wealth Partners, LLC | 4,964 | $2.79M | 0.08% | +205+4.3% | Added |
| Clark Asset Management, LLC | 4,959 | $2.79M | 0.38% | −69−1.4% | Reduced |
| WealthPLAN Partners, LLC | 4,948 | $2.78M | 0.45% | −2,268−31.4% | Reduced |
| Eqis Capital Management, Inc. | 4,911 | $2.76M | 0.22% | −446−8.3% | Reduced |
| Unique Wealth, LLC | 4,909 | $2.76M | 0.45% | +196+4.2% | Added |
| Headinvest, LLC | 4,898 | $2.75M | 0.59% | −602−10.9% | Reduced |
| Rockingstone Advisors LLC | 4,881 | $2.74M | 1.44% | +114+2.4% | Added |
| Parr McKnight Wealth Management Group, LLC | 4,879 | $2.74M | 0.38% | +30+0.6% | Added |
| Sander Capital Advisors Inc | 4,878 | $2.74M | 1.25% | +50+1.0% | Added |
| West Family Investments, Inc. | 4,864 | $2.73M | 0.71% | +1,915+64.9% | Added |
| Concentric Capital Strategies, LP | 4,858 | $2.73M | 0.15% | −10,180−67.7% | Reduced |
| Intelligence Driven Advisers, LLC | 4,849 | $2.72M | 0.41% | +1,628+50.5% | Added |
| Forum Financial Management, LP | 4,845 | $2.72M | 0.04% | +398+8.9% | Added |
| Patron Partners Advisors, LLC | 4,833 | $2.72M | 1.34% | −48−1.0% | Reduced |
| Nia Impact Advisors, LLC | 4,828 | $2.71M | 0.94% | +23+0.5% | Added |
| SRN Advisors, LLC | 4,824 | $2.71M | 2.47% | +346+7.7% | Added |
| Stableford Capital II LLC | 4,757 | $2.70M | 1.02% | −140−2.9% | Reduced |
| Chilton Capital Management LLC | 4,810 | $2.70M | 0.10% | +227+5.0% | Added |
| NRI Wealth Management LC | 4,806 | $2.70M | 1.63% | +114+2.4% | Added |
| PFG Advisors | 4,799 | $2.70M | 0.13% | +1,001+26.4% | Added |
| Tower Trust & Investment Co | 4,795 | $2.69M | 1.91% | +92+2.0% | Added |
| AdvisorNet Financial, Inc | 4,786 | $2.69M | 0.17% | −45−0.9% | Reduced |
| Optimum Investment Advisors | 4,765 | $2.68M | 1.16% | −24−0.5% | Reduced |
| Canopy Partners, LLC | 4,765 | $2.68M | 0.98% | +158+3.4% | Added |
| S.A. Mason LLC | 4,764 | $2.68M | 1.30% | −216−4.3% | Reduced |
| IFG Advisory, LLC | 4,758 | $2.67M | 0.13% | −637−11.8% | Reduced |
| Financial Engines Advisors L.L.C. | 4,755 | $2.67M | 0.01% | +2,737+135.6% | Added |
| Nicholas Hoffman & Company, LLC. | 4,748 | $2.67M | 0.07% | −129−2.6% | Reduced |
| Borer Denton & Associates, Inc. | 4,746 | $2.67M | 0.93% | +367+8.4% | Added |
| Roof Eidam & Maycock | 4,741 | $2.66M | 0.66% | 00.0% | Unchanged |
| Able Wealth Management LLC | 4,740 | $2.66M | 1.34% | +24+0.5% | Added |
| Ausdal Financial Partners, Inc. | 4,730 | $2.66M | 0.18% | +241+5.4% | Added |
| Kingsman Wealth Management, Inc. | 4,730 | $2.66M | 1.66% | +57+1.2% | Added |