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; 3,633 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| CVFG LLC | 3,318 | $1.86M | 1.48% | −72−2.1% | Reduced |
| Semus Wealth Partners LLC | 3,315 | $1.86M | 1.21% | +78+2.4% | Added |
| Aua Capital Management, LLC | 3,301 | $1.85M | 1.11% | 00.0% | Unchanged |
| Hilltop National Bank | 3,297 | $1.85M | 0.48% | +3,297 | New |
| Corps Capital Advisors, LLC | 3,280 | $1.84M | 2.96% | +16+0.5% | Added |
| Retirement Guys Formula LLC | 3,268 | $1.84M | 0.70% | +133+4.2% | Added |
| Missouri Trust & Investment Co | 3,265 | $1.83M | 0.60% | −55−1.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,265 | $1.83M | 0.36% | −43−1.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,263 | $1.83M | 0.42% | +3,263 | New |
| Journey Advisory Group, LLC | 3,243 | $1.82M | 0.14% | +327+11.2% | Added |
| Sheets Smith Wealth Management | 3,238 | $1.82M | 0.21% | +947+41.3% | Added |
| Winch Advisory Services, LLC | 3,223 | $1.81M | 0.44% | +24+0.8% | Added |
| Optiver Holding B.V. | 3,209 | $1.80M | 0.05% | +1,246+63.5% | Added |
| Zuckerman Investment Group, LLC | 3,204 | $1.80M | 0.17% | +368+13.0% | Added |
| Platform Technology Partners | 3,203 | $1.80M | 0.47% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3,179 | $1.79M | 0.10% | +213+7.2% | Added |
| Aft, Forsyth & Sober, LLC | 3,175 | $1.78M | 0.60% | +250+8.5% | Added |
| RD Lewis Holdings, Inc. | 3,170 | $1.78M | 1.80% | +1,163+57.9% | Added |
| Capital Counsel LLC | 3,163 | $1.78M | 0.07% | −193−5.8% | Reduced |
| First National Bank Sioux Falls | 3,160 | $1.78M | 0.65% | −93−2.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,131 | $1.76M | 0.40% | −199−6.0% | Reduced |
| Hamilton Capital, LLC | 3,130 | $1.76M | 0.10% | −64−2.0% | Reduced |
| Waldron Private Wealth LLC | 3,130 | $1.76M | 0.08% | −48−1.5% | Reduced |
| Ellevest, Inc. | 3,123 | $1.75M | 0.28% | +22+0.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,120 | $1.75M | 0.30% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,112 | $1.75M | 1.30% | +113+3.8% | Added |
| Legato Capital Management LLC | 3,108 | $1.75M | 0.21% | +20+0.6% | Added |
| SS&H Financial Advisors, Inc. | 3,104 | $1.74M | 0.58% | −25−0.8% | Reduced |
| Cornercap Investment Counsel Inc | 3,088 | $1.74M | 0.90% | −27−0.9% | Reduced |
| Interchange Capital Partners, LLC | 3,072 | $1.73M | 0.40% | +38+1.3% | Added |
| Koa Wealth Management, LLC | 3,061 | $1.72M | 1.37% | −21−0.7% | Reduced |
| State of Wyoming | 3,048 | $1.71M | 0.21% | −3,440−53.0% | Reduced |
| Pacific Point Advisors, LLC | 3,045 | $1.71M | 0.93% | +44+1.5% | Added |
| Everpar Advisors LLC | 3,045 | $1.71M | 0.78% | −133−4.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,026 | $1.71M | 0.78% | −152−4.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,033 | $1.70M | 0.39% | −18−0.6% | Reduced |
| Orrstown Financial Services Inc | 3,028 | $1.70M | 0.36% | +158+5.5% | Added |
| Ratan Capital Management LP | 3,100 | $1.70M | 0.83% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 3,023 | $1.70M | 0.03% | +200+7.1% | Added |
| Ocean Capital Management, LLC | 3,020 | $1.70M | 0.37% | +10.0% | Added |
| KCM Investment Advisors LLC | 3,016 | $1.69M | 0.06% | −885−22.7% | Reduced |
| Acropolis Investment Management, LLC | 2,996 | $1.68M | 0.09% | +32+1.1% | Added |
| Kovack Advisors, Inc. | 2,984 | $1.68M | 0.16% | +182+6.5% | Added |
| Buckhead Capital Management LLC | 2,981 | $1.68M | 0.65% | −9−0.3% | Reduced |
| Regal Investment Advisors LLC | 2,965 | $1.67M | 0.12% | +1,496+101.8% | Added |
| Fortis Group Advisors, LLC | 2,940 | $1.67M | 0.30% | −413−12.3% | Reduced |
| Elevated Capital Advisors, LLC | 3,035 | $1.66M | 0.47% | 00.0% | Unchanged |
| Impact Investors, Inc | 2,955 | $1.66M | 1.17% | −2−0.1% | Reduced |
| ESG Planning | 2,942 | $1.65M | 0.92% | −30−1.0% | Reduced |
| Regatta Capital Group, LLC | 2,940 | $1.65M | 0.28% | +40+1.4% | Added |
| First National Trust Co | 2,937 | $1.65M | 0.06% | −43−1.4% | Reduced |
| Trust Investment Advisors | 2,936 | $1.65M | 1.00% | −118−3.9% | Reduced |
| Florida Financial Advisors, LLC | 2,934 | $1.65M | 0.55% | +613+26.4% | Added |
| Heartland Bank & Trust Co | 2,928 | $1.65M | 0.77% | −27−0.9% | Reduced |
| Professional Financial Advisors, LLC | 2,926 | $1.64M | 0.38% | +21+0.7% | Added |
| Pacifica Partners Inc. | 2,986 | $1.64M | 0.67% | −13−0.4% | Reduced |
| Affinity Capital Advisors, LLC | 2,920 | $1.64M | 0.28% | +2+0.1% | Added |
| Johnson Financial Group, Inc. | 2,918 | $1.64M | 0.07% | +82+2.9% | Added |
| Waterway Wealth Management, LLC | 2,908 | $1.63M | 0.49% | +2,452+537.7% | Added |
| Boston Common Asset Management, LLC | 2,904 | $1.63M | 0.05% | −394−11.9% | Reduced |
| Bard Financial Services, Inc. | 2,890 | $1.62M | 0.19% | −775−21.1% | Reduced |
| Legacy Edge Advisors, LLC | 2,890 | $1.62M | 0.22% | +11+0.4% | Added |
| Pine Valley Investments Ltd Liability Co | 2,889 | $1.62M | 0.10% | +291+11.2% | Added |
| Childress Capital Advisors, LLC | 2,888 | $1.62M | 0.41% | +306+11.9% | Added |
| Amussen Hunsaker Associates LLC | 2,885 | $1.62M | 0.18% | −580−16.7% | Reduced |
| Gilbert & Cook, Inc. | 2,884 | $1.62M | 0.22% | +81+2.9% | Added |
| Alpine Woods Capital Investors, LLC | 2,881 | $1.62M | 0.38% | +2,351+443.6% | Added |
| Eisler Capital Management Ltd. | 2,881 | $1.62M | 0.06% | −2,525−46.7% | Reduced |
| GKV Capital Management Co., Inc. | 2,875 | $1.62M | 0.71% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 2,866 | $1.61M | 2.61% | +198+7.4% | Added |
| Private Capital Management, LLC | 2,866 | $1.61M | 0.16% | 00.0% | Unchanged |
| Western Financial Corp | 2,863 | $1.61M | 0.86% | +24+0.8% | Added |
| SC&H Financial Advisors, Inc. | 2,849 | $1.60M | 0.27% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,848 | $1.60M | 1.07% | +18+0.6% | Added |
| Rothschild Investment LLC | 2,848 | $1.60M | 0.10% | +152+5.6% | Added |
| ISAM Funds (UK) Ltd | 2,840 | $1.60M | 0.35% | −2,161−43.2% | Reduced |
| Darden Wealth Group Inc | 2,835 | $1.59M | 0.96% | 00.0% | Unchanged |
| Capital & Planning, LLC | 2,833 | $1.59M | 1.08% | +587+26.1% | Added |
| Brandywine Oak Private Wealth LLC | 2,833 | $1.59M | 0.15% | −151−5.1% | Reduced |
| Dale Q Rice Investment Management Ltd | 2,861 | $1.59M | 1.32% | −2,861−50.0% | Reduced |
| United Community Bank | 2,823 | $1.59M | 0.54% | −210−6.9% | Reduced |
| Biltmore Family Office, LLC | 2,817 | $1.58M | 0.27% | +20+0.7% | Added |
| Fortis Capital Advisors, LLC | 2,815 | $1.58M | 0.28% | −67−2.3% | Reduced |
| Meridian Wealth Advisors, LLC | 2,803 | $1.58M | 0.25% | −44−1.5% | Reduced |
| Roberts Capital Advisors, LLC | 2,801 | $1.57M | 1.17% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 2,793 | $1.57M | 0.40% | +6+0.2% | Added |
| Hartford Funds Management Co LLC | 2,791 | $1.57M | 0.14% | +7+0.3% | Added |
| BCJ Capital Management, LLC | 2,779 | $1.56M | 0.10% | +140+5.3% | Added |
| Cypress Advisory Group LLC | 2,775 | $1.56M | 1.21% | +597+27.4% | Added |
| Fielder Capital Group LLC | 2,773 | $1.56M | 0.42% | +29+1.1% | Added |
| 4J Wealth Management LLC | 2,767 | $1.55M | 1.05% | −76−2.7% | Reduced |
| Forbes J M & Co LLP | 2,762 | $1.55M | 0.14% | −118−4.1% | Reduced |
| TFC Financial Management | 2,760 | $1.55M | 0.21% | −193−6.5% | Reduced |
| Cape Investment Advisory, Inc. | 2,759 | $1.55M | 0.57% | −624−18.4% | Reduced |
| Sciencast Management LP | 2,751 | $1.55M | 0.32% | +2,751 | New |
| Winthrop Advisory Group LLC | 2,745 | $1.54M | 0.15% | +775+39.3% | Added |
| Red Wave Investments LLC | 2,743 | $1.54M | 0.51% | −14−0.5% | Reduced |
| Accretive Wealth Partners, LLC | 2,738 | $1.54M | 0.50% | +19+0.7% | Added |
| Tyler-Stone Wealth Management | 2,732 | $1.53M | 0.25% | +119+4.6% | Added |
| Challenger Wealth Management | 2,723 | $1.53M | 1.06% | −9−0.3% | Reduced |