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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 4,728 | $2.66M | 0.57% | +34+0.7% | Added |
| Signal Advisors Wealth, LLC | 4,728 | $2.66M | 0.21% | +2,989+171.9% | Added |
| Hilltop Partners LLC | 4,724 | $2.65M | 0.80% | +581+14.0% | Added |
| Arthur M. Cohen & Associates, LLC | 4,719 | $2.65M | 0.47% | +60+1.3% | Added |
| Balboa Wealth Partners | 4,718 | $2.65M | 0.53% | −236−4.8% | Reduced |
| Galaxy Digital Capital Management GP LLC | 4,717 | $2.65M | 3.31% | +2,006+74.0% | Added |
| Farmers & Merchants Investments Inc | 4,716 | $2.65M | 0.08% | −1,712−26.6% | Reduced |
| Wrapmanager Inc | 4,715 | $2.65M | 0.65% | −258−5.2% | Reduced |
| Bellwether Advisors, LLC | 4,715 | $2.65M | 0.45% | +4,534+2,505.0% | Added |
| First Affirmative Financial Network | 4,704 | $2.64M | 1.36% | +128+2.8% | Added |
| Confluence Wealth Services, Inc. | 4,696 | $2.64M | 0.14% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 4,688 | $2.63M | 0.14% | +12+0.3% | Added |
| SFM, LLC | 4,682 | $2.63M | 1.69% | −381−7.5% | Reduced |
| First American Bank | 4,674 | $2.63M | 0.18% | +378+8.8% | Added |
| Aviso Wealth Management | 4,671 | $2.62M | 1.23% | +1,456+45.3% | Added |
| Sym Financial Corp | 4,671 | $2.62M | 0.29% | +210+4.7% | Added |
| David Loasby | 4,678 | $2.62M | 0.22% | −196−4.0% | Reduced |
| Principal Street Partners, LLC | 4,658 | $2.62M | 0.26% | +2,124+83.8% | Added |
| Secured Retirement Advisors, LLC | 4,657 | $2.62M | 1.56% | +528+12.8% | Added |
| RMR Wealth Builders | 4,656 | $2.62M | 0.24% | +181+4.0% | Added |
| Procyon Private Wealth Partners, LLC | 4,634 | $2.60M | 0.25% | −3,490−43.0% | Reduced |
| Sepio Capital, LP | 4,626 | $2.60M | 0.19% | −133−2.8% | Reduced |
| Unique Wealth Strategies, LLC | 4,599 | $2.58M | 1.08% | −925−16.7% | Reduced |
| DeDora Capital, Inc. | 4,589 | $2.58M | 0.67% | +10.0% | Added |
| Ledyard National Bank | 4,571 | $2.57M | 0.24% | −70−1.5% | Reduced |
| WT Wealth Management | 4,568 | $2.57M | 0.76% | −598−11.6% | Reduced |
| Novem Group | 4,538 | $2.55M | 0.32% | −592−11.5% | Reduced |
| Wealth Alliance | 4,536 | $2.55M | 0.28% | −28−0.6% | Reduced |
| Tounjian Advisory Partners, LLC | 4,648 | $2.55M | 0.49% | −110−2.3% | Reduced |
| Manchester Capital Management LLC | 4,516 | $2.54M | 0.33% | −386−7.9% | Reduced |
| Sax Wealth Advisors, LLC | 4,508 | $2.53M | 0.15% | +381+9.2% | Added |
| Kane Investment Management, Inc. | 4,503 | $2.53M | 1.33% | −499−10.0% | Reduced |
| Mechanics Bank Trust Department | 4,501 | $2.53M | 0.36% | −323−6.7% | Reduced |
| Cullinan Associates Inc | 4,500 | $2.53M | 0.17% | −75−1.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $2.53M | 1.32% | +300+7.1% | Added |
| Harold Davidson & Associates Inc. | 4,492 | $2.52M | 1.64% | −2,589−36.6% | Reduced |
| Providence First Trust Co | 4,487 | $2.52M | 0.89% | +205+4.8% | Added |
| Calamos Wealth Management LLC | 4,473 | $2.51M | 0.11% | +41+0.9% | Added |
| Security National Bank | 4,471 | $2.51M | 0.43% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 4,467 | $2.51M | 0.60% | +17+0.4% | Added |
| Essex Savings Bank | 4,466 | $2.51M | 0.60% | +12+0.3% | Added |
| Quent Capital, LLC | 4,448 | $2.50M | 0.24% | +149+3.5% | Added |
| Strategic Blueprint, LLC | 4,444 | $2.50M | 0.12% | +77+1.8% | Added |
| Group One Trading, L.P. | 4,440 | $2.50M | 0.08% | −16,229−78.5% | Reduced |
| Limestone Investment Advisors LP | 4,440 | $2.50M | 1.08% | +4,440 | New |
| Charles Schwab Trust Co | 4,437 | $2.49M | 0.19% | −2,174−32.9% | Reduced |
| Delta Global Management LP | 4,436 | $2.49M | 0.17% | −315−6.6% | Reduced |
| DGS Capital Management, LLC | 4,428 | $2.49M | 0.51% | +864+24.2% | Added |
| My Legacy Advisors, LLC | 4,398 | $2.48M | 0.88% | +115+2.7% | Added |
| Three Seasons Wealth, LLC | 4,392 | $2.47M | 0.28% | +9+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 4,390 | $2.47M | 0.06% | +22+0.5% | Added |
| IFC Advisors LLC | 4,384 | $2.46M | 0.46% | +56+1.3% | Added |
| Garrison Point Advisors, LLC | 4,356 | $2.45M | 1.12% | −223−4.9% | Reduced |
| Kames Capital plc | 4,355 | $2.45M | 0.03% | +3,649+516.9% | Added |
| Westhampton Capital, LLC | 4,328 | $2.43M | 1.26% | +23+0.5% | Added |
| Tectonic Advisors LLC | 4,326 | $2.43M | 0.14% | −356−7.6% | Reduced |
| Steel Peak Wealth Management LLC | 4,318 | $2.43M | 0.09% | −733−14.5% | Reduced |
| Guardian Wealth Management, Inc. | 4,310 | $2.42M | 1.61% | +28+0.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,304 | $2.42M | 0.43% | +4,304 | New |
| Abc Arbitrage SA | 4,267 | $2.40M | 0.27% | +2,578+152.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,260 | $2.40M | 0.31% | +622+17.1% | Added |
| TriaGen Wealth Management LLC | 4,255 | $2.39M | 0.72% | −133−3.0% | Reduced |
| YHB Investment Advisors, Inc. | 4,251 | $2.39M | 0.18% | +86+2.1% | Added |
| Cito Capital Group, LLC | 4,250 | $2.39M | 0.83% | 00.0% | Unchanged |
| Bailard, Inc. | 4,240 | $2.38M | 0.06% | −186−4.2% | Reduced |
| Baldwin Investment Management, LLC | 4,238 | $2.38M | 0.29% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 4,229 | $2.38M | 1.26% | +10.0% | Added |
| Ignite Planners, LLC | 4,290 | $2.37M | 0.41% | +53+1.3% | Added |
| Heritage Family Offices, LLP | 4,386 | $2.37M | 1.20% | +10.0% | Added |
| Ameliora Wealth Management Ltd. | 4,215 | $2.37M | 0.85% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,212 | $2.37M | 0.57% | 00.0% | Unchanged |
| TFR Capital, LLC. | 4,199 | $2.36M | 0.85% | −87−2.0% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 4,195 | $2.36M | 1.66% | +555+15.2% | Added |
| Newbridge Financial Services Group, Inc. | 4,195 | $2.36M | 0.38% | +3,120+290.2% | Added |
| Waverton Investment Management Ltd | 4,169 | $2.34M | 0.03% | −50−1.2% | Reduced |
| Alapocas Investment Partners, Inc. | 4,152 | $2.33M | 1.50% | −50−1.2% | Reduced |
| USA Financial Portformulas Corp | 4,152 | $2.33M | 0.40% | +694+20.1% | Added |
| Beverly Hills Private Wealth, LLC | 4,149 | $2.33M | 0.44% | −40−1.0% | Reduced |
| Clark Capital Management Group, Inc. | 4,148 | $2.33M | 0.02% | +217+5.5% | Added |
| Liberty Capital Management, Inc. | 4,125 | $2.32M | 0.47% | −14−0.3% | Reduced |
| First United Bank Trust | 4,119 | $2.31M | 0.81% | −30−0.7% | Reduced |
| Perpetual Ltd | 4,113 | $2.31M | 0.03% | −448−9.8% | Reduced |
| Purkiss Capital Advisors LLC | 4,110 | $2.31M | 1.28% | +2,433+145.1% | Added |
| Archer Investment Corp | 4,106 | $2.31M | 0.55% | +433+11.8% | Added |
| Sierra Capital LLC | 4,103 | $2.31M | 0.27% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,103 | $2.31M | 0.26% | +316+8.3% | Added |
| Richwood Investment Advisors, LLC | 4,087 | $2.30M | 1.89% | +65+1.6% | Added |
| Altman Advisors, Inc. | 4,060 | $2.29M | 0.94% | +15+0.4% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 4,045 | $2.27M | 2.27% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,042 | $2.27M | 0.81% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,039 | $2.27M | 0.27% | +269+7.1% | Added |
| McDaniel Terry & Co | 4,035 | $2.27M | 0.19% | −5−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 4,030 | $2.26M | 0.15% | −133−3.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,028 | $2.26M | 0.18% | −703−14.9% | Reduced |
| Kelman-Lazarov, Inc. | 4,026 | $2.26M | 0.37% | −40−1.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,019 | $2.26M | 0.07% | −21,974−84.5% | Reduced |
| Matthew 25 Management Corp | 4,000 | $2.25M | 0.72% | −1,500−27.3% | Reduced |
| HighVista Strategies LLC | 4,000 | $2.25M | 0.83% | +300+8.1% | Added |
| Smith, Moore & Co. | 3,996 | $2.25M | 0.19% | −354−8.1% | Reduced |
| Continuum Advisory, LLC | 3,979 | $2.24M | 0.27% | −261−6.2% | Reduced |