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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 3,979 | $2.24M | 0.15% | +69+1.8% | Added |
| Resources Management Corp | 3,975 | $2.23M | 0.30% | +2+0.1% | Added |
| Brown Miller Wealth Management, LLC | 3,968 | $2.23M | 0.69% | +470+13.4% | Added |
| Astoria Portfolio Advisors LLC. | 3,938 | $2.22M | 0.62% | −138−3.4% | Reduced |
| Lincoln Capital Corp | 3,944 | $2.22M | 0.85% | +15+0.4% | Added |
| LM Advisors LLC | 3,943 | $2.22M | 0.29% | −657−14.3% | Reduced |
| Copperwynd Financial, LLC | 3,938 | $2.21M | 0.55% | −382−8.8% | Reduced |
| M. Kulyk & Associates, LLC | 3,933 | $2.21M | 0.48% | +102+2.7% | Added |
| Barden Capital Management, Inc. | 3,914 | $2.20M | 1.93% | −101−2.5% | Reduced |
| Cooper Financial Group | 3,907 | $2.20M | 0.26% | −618−13.7% | Reduced |
| Sig Brokerage, LP | 3,884 | $2.18M | 0.60% | +3,884 | New |
| Great Valley Advisor Group, Inc. | 3,879 | $2.18M | 0.05% | +178+4.8% | Added |
| GM Advisory Group, Inc. | 3,869 | $2.17M | 0.11% | +1,142+41.9% | Added |
| Element Squared LLC | 3,851 | $2.16M | 1.35% | +3,851 | New |
| CVA Family Office, LLC | 3,851 | $2.16M | 0.30% | +30+0.8% | Added |
| Hansen & Associates Financial Group, Inc. | 3,915 | $2.15M | 1.17% | +3,915 | New |
| Cobblestone Capital Advisors LLC | 3,831 | $2.15M | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,826 | $2.15M | 0.14% | −91−2.3% | Reduced |
| RiverPark Advisors, LLC | 3,821 | $2.15M | 1.32% | +45+1.2% | Added |
| Algert Global LLC | 3,820 | $2.15M | 0.04% | −142−3.6% | Reduced |
| Advisor OS, LLC | 3,820 | $2.15M | 0.21% | −174−4.4% | Reduced |
| 44 Wealth Management LLC | 3,809 | $2.14M | 0.76% | −11−0.3% | Reduced |
| Shepherd Financial Partners LLC | 3,805 | $2.14M | 0.23% | +28+0.7% | Added |
| Banco BTG Pactual S.A. | 3,800 | $2.14M | 0.43% | +3,800 | New |
| WealthShield Partners, LLC | 3,797 | $2.13M | 0.26% | +156+4.3% | Added |
| Omnia Family Wealth, LLC | 3,790 | $2.13M | 0.77% | +196+5.5% | Added |
| Beaumont Financial Advisors, LLC | 3,789 | $2.13M | 0.15% | +556+17.2% | Added |
| Cary Street Partner Investment Advisory LLC | 3,786 | $2.13M | 1.03% | +423+12.6% | Added |
| VeraBank, N.A. | 3,774 | $2.12M | 0.43% | +50+1.3% | Added |
| Guerra Advisors Inc | 3,773 | $2.12M | 1.00% | +617+19.6% | Added |
| Middleton & Co Inc | 3,773 | $2.12M | 0.24% | +175+4.9% | Added |
| Cambria Investment Management, L.P. | 3,771 | $2.12M | 0.14% | +3,771 | New |
| HCR Wealth Advisors | 3,770 | $2.12M | 0.25% | −74−1.9% | Reduced |
| Lantern Wealth Advisors, LLC | 3,959 | $2.11M | 1.26% | +3,959 | New |
| Legacy Financial Advisors, Inc. | 3,759 | $2.11M | 0.33% | −21−0.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,755 | $2.11M | 0.07% | +1,470+64.3% | Added |
| Ransom Advisory, Ltd | 3,754 | $2.11M | 0.99% | +95+2.6% | Added |
| Valmark Advisers, Inc. | 3,753 | $2.11M | 0.03% | +123+3.4% | Added |
| Generali Investments, Management Co LLC | 3,752 | $2.11M | 0.48% | +999+36.3% | Added |
| Strait & Sound Wealth Management LLC | 3,746 | $2.11M | 0.89% | −36−1.0% | Reduced |
| Curated Wealth Partners LLC | 3,735 | $2.10M | 0.25% | +10.0% | Added |
| Platinum Investment Management Ltd | 3,714 | $2.09M | 0.14% | −1,520−29.0% | Reduced |
| Copperleaf Capital, LLC | 3,709 | $2.08M | 1.05% | −30−0.8% | Reduced |
| Marshall Financial Group LLC | 3,682 | $2.08M | 0.41% | −377−9.3% | Reduced |
| Dunhill Financial, LLC | 5,391 | $2.08M | 0.60% | +1,791+49.8% | Added |
| Arrow Financial Corp | 3,682 | $2.07M | 0.22% | −90−2.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 3,674 | $2.06M | 0.85% | −406−10.0% | Reduced |
| Transatlantique Private Wealth LLC | 3,670 | $2.06M | 0.76% | +46+1.3% | Added |
| Greykasell Wealth Strategies, Inc. | 3,657 | $2.06M | 0.98% | +31+0.9% | Added |
| Capital Investment Advisory Services, LLC | 3,644 | $2.05M | 0.17% | +499+15.9% | Added |
| New Millennium Group LLC | 3,640 | $2.05M | 1.13% | +3,167+669.6% | Added |
| L2 Asset Management, LLC | 3,639 | $2.05M | 0.33% | +173+5.0% | Added |
| Alpha Cubed Investments, LLC | 3,637 | $2.04M | 0.08% | −242−6.2% | Reduced |
| FCG Investment Co | 3,636 | $2.04M | 1.07% | −763−17.3% | Reduced |
| Proficio Capital Partners LLC | 3,632 | $2.04M | 0.13% | +582+19.1% | Added |
| Beacon Financial Group | 3,630 | $2.04M | 0.21% | +93+2.6% | Added |
| Prossimo Advisors, LLC | 3,627 | $2.04M | 1.64% | −246−6.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,620 | $2.03M | 0.28% | +1,160+47.2% | Added |
| Means Investment Co., Inc. | 3,612 | $2.03M | 0.19% | +156+4.5% | Added |
| Revolve Wealth Partners, LLC | 3,607 | $2.03M | 0.26% | +4+0.1% | Added |
| Nikulski Financial, Inc. | 3,607 | $2.03M | 0.55% | −35−1.0% | Reduced |
| Formidable Asset Management, LLC | 3,692 | $2.02M | 0.34% | 00.0% | Unchanged |
| James Hambro & Partners | 3,599 | $2.02M | 0.08% | +88+2.5% | Added |
| Evernest Financial Advisors, LLC | 3,590 | $2.02M | 0.65% | +28+0.8% | Added |
| Pollock Investment Advisors, LLC | 3,584 | $2.01M | 1.64% | −253−6.6% | Reduced |
| RDA Financial Network | 3,573 | $2.01M | 0.54% | −6−0.2% | Reduced |
| Davis R M Inc | 3,563 | $2.00M | 0.04% | +475+15.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,562 | $2.00M | 0.26% | −28−0.8% | Reduced |
| 3Chopt Investment Partners, LLC | 3,554 | $2.00M | 0.48% | +374+11.8% | Added |
| Catalyst Financial Partners LLC | 3,553 | $2.00M | 0.22% | −109−3.0% | Reduced |
| HBW Advisory Services LLC | 3,538 | $1.99M | 0.25% | +3,538 | New |
| BLB&B Advisors, LLC | 3,537 | $1.99M | 0.09% | −78−2.2% | Reduced |
| Harrington Investments, INC | 3,519 | $1.98M | 1.05% | +41+1.2% | Added |
| Prakash Investment Advisors LLC | 3,600 | $1.97M | 2.20% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 3,508 | $1.97M | 0.32% | +3,508 | New |
| Focus Financial Network, Inc. | 3,501 | $1.97M | 0.08% | −1,375−28.2% | Reduced |
| Arete Wealth Advisors, LLC | 3,490 | $1.96M | 0.14% | −728−17.3% | Reduced |
| Hutchinson Financial Advisors, INC | 3,581 | $1.96M | 2.19% | +3,581 | New |
| Wallace Advisory Group, LLC | 3,557 | $1.95M | 1.42% | −118−3.2% | Reduced |
| Synergy Financial Group, LTD | 3,461 | $1.94M | 1.43% | −39−1.1% | Reduced |
| Cahill Financial Advisors Inc | 3,452 | $1.94M | 0.24% | −49−1.4% | Reduced |
| Aprio Wealth Management, LLC | 3,449 | $1.94M | 0.22% | −178−4.9% | Reduced |
| Stamos Capital Partners, L.P. | 3,444 | $1.94M | 0.35% | +887+34.7% | Added |
| Stonebridge Financial Planning Group, LLC | 3,441 | $1.93M | 0.81% | −97−2.7% | Reduced |
| Heritage Trust Co | 3,437 | $1.93M | 0.22% | −139−3.9% | Reduced |
| HF Advisory Group, LLC | 3,431 | $1.93M | 0.76% | −327−8.7% | Reduced |
| Prudent Man Advisors, LLC | 3,430 | $1.93M | 0.61% | +857+33.3% | Added |
| Ameritas Advisory Services, LLC | 3,428 | $1.93M | 0.10% | −5,057−59.6% | Reduced |
| Fullcircle Wealth LLC | 3,368 | $1.92M | 0.72% | +20+0.6% | Added |
| Cape Cod Five Cents Savings Bank | 3,866 | $1.91M | 0.18% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 3,394 | $1.91M | 0.18% | −4−0.1% | Reduced |
| Thrive Wealth Management, LLC | 3,393 | $1.91M | 0.31% | −38−1.1% | Reduced |
| Van Strum & Towne Inc. | 3,375 | $1.90M | 0.60% | 00.0% | Unchanged |
| Union Savings Bank | 3,345 | $1.89M | 0.87% | −20−0.6% | Reduced |
| Aspen Grove Capital, LLC | 3,368 | $1.89M | 0.32% | +285+9.2% | Added |
| American National Bank | 3,345 | $1.88M | 0.19% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 3,333 | $1.87M | 0.84% | −89−2.6% | Reduced |
| Ethos Financial Group, LLC | 3,328 | $1.87M | 0.16% | +154+4.9% | Added |
| Aspiriant, LLC | 3,326 | $1.87M | 0.06% | +219+7.0% | Added |
| WBH Advisory Inc | 3,324 | $1.87M | 0.16% | +4+0.1% | Added |