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 |
|---|---|---|---|---|---|
| Asset Planning,Inc | 2,723 | $1.53M | 1.15% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 2,723 | $1.53M | 0.45% | +2,723 | New |
| CoreCap Advisors, LLC | 2,716 | $1.53M | 0.06% | −60−2.2% | Reduced |
| Excalibur Management Corp | 2,716 | $1.53M | 0.57% | −15−0.5% | Reduced |
| Culbertson A N & Co Inc | 2,715 | $1.53M | 0.23% | −80−2.9% | Reduced |
| OneAscent Financial Services LLC | 2,695 | $1.52M | 0.11% | −105−3.8% | Reduced |
| Hennessy Advisors Inc | 2,700 | $1.52M | 0.05% | −200−6.9% | Reduced |
| Sand Hill Global Advisors, LLC | 2,697 | $1.52M | 0.06% | +53+2.0% | Added |
| Wealth Alliance Advisory Group, LLC | 2,693 | $1.51M | 0.29% | +116+4.5% | Added |
| Paladin Advisory Group, LLC | 2,679 | $1.51M | 1.15% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,676 | $1.50M | 0.45% | −21−0.8% | Reduced |
| Intellectus Partners, LLC | 2,670 | $1.50M | 0.32% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,676 | $1.49M | 1.02% | +75+2.9% | Added |
| Centiva Capital, LP | 2,647 | $1.49M | 0.10% | +2,647 | New |
| Amarillo National Bank | 2,632 | $1.48M | 0.27% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,623 | $1.47M | 0.89% | −52−1.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,621 | $1.47M | 0.79% | +34+1.3% | Added |
| GTS Securities LLC | 2,611 | $1.47M | 0.07% | −1,284−33.0% | Reduced |
| Sentry Investment Management LLC | 2,608 | $1.47M | 0.81% | −32−1.2% | Reduced |
| Pointe Capital Management LLC | 2,605 | $1.46M | 0.76% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,602 | $1.46M | 0.15% | +157+6.4% | Added |
| Prestige Wealth Management Group LLC | 2,603 | $1.46M | 0.30% | −32−1.2% | Reduced |
| Virtus Investment Advisers, Inc. | 2,596 | $1.46M | 0.49% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,592 | $1.46M | 0.24% | −5−0.2% | Reduced |
| AlphaCore Capital LLC | 2,586 | $1.45M | 0.06% | +951+58.2% | Added |
| First National Bank of Hutchinson | 2,584 | $1.45M | 0.90% | +21+0.8% | Added |
| Cercano Management LLC | 2,574 | $1.45M | 0.04% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,561 | $1.44M | 0.32% | −22−0.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,558 | $1.44M | 0.87% | +341+15.4% | Added |
| Stablepoint Partners, LLC | 2,558 | $1.44M | 0.24% | −131−4.9% | Reduced |
| SevenBridge Financial Group, LLC | 2,502 | $1.44M | 0.25% | −11−0.4% | Reduced |
| Chesapeake Wealth Management | 2,555 | $1.44M | 0.48% | +13+0.5% | Added |
| Schnieders Capital Management LLC | 2,548 | $1.43M | 0.25% | +200+8.5% | Added |
| NWF Advisory Services Inc. | 2,544 | $1.43M | 0.17% | +1,516+147.5% | Added |
| Quadcap Wealth Management, LLC | 2,540 | $1.43M | 0.18% | −63−2.4% | Reduced |
| Gries Financial LLC | 2,540 | $1.43M | 0.26% | +380+17.6% | Added |
| McGowan Group Asset Management, Inc. | 2,538 | $1.43M | 0.18% | +21+0.8% | Added |
| Walter & Keenan Financial Consulting Co | 2,536 | $1.43M | 0.41% | +277+12.3% | Added |
| Buckley Wealth Management, LLC | 2,530 | $1.42M | 0.43% | −15−0.6% | Reduced |
| Churchill Management Corp | 2,528 | $1.42M | 0.02% | −41−1.6% | Reduced |
| Wallace Capital Management Inc. | 2,528 | $1.42M | 0.19% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 2,522 | $1.42M | 0.31% | +2,522 | New |
| MOKAN Wealth Management Inc. | 2,526 | $1.42M | 0.79% | +149+6.3% | Added |
| Global Assets Advisory, LLC | 2,509 | $1.42M | 0.56% | −47−1.8% | Reduced |
| Prentice Wealth Management LLC | 2,515 | $1.41M | 0.37% | −120−4.6% | Reduced |
| Howard Financial Services, Ltd. | 2,506 | $1.41M | 0.19% | −20−0.8% | Reduced |
| Oakworth Capital, Inc. | 2,506 | $1.41M | 0.09% | +191+8.3% | Added |
| Evanson Asset Management, LLC | 2,502 | $1.41M | 0.09% | 00.0% | Unchanged |
| Clarendon Private LLC | 2,496 | $1.40M | 1.35% | −392−13.6% | Reduced |
| D.B. Root & Company, LLC | 2,492 | $1.40M | 0.41% | −41−1.6% | Reduced |
| MidWestOne Financial Group, Inc. | 2,491 | $1.40M | 0.18% | +343+16.0% | Added |
| Modern Wealth Management, LLC | 2,489 | $1.40M | 0.03% | +158+6.8% | Added |
| Boltwood Capital Management | 2,488 | $1.40M | 0.40% | +284+12.9% | Added |
| Veracity Capital LLC | 2,487 | $1.40M | 0.49% | −10−0.4% | Reduced |
| Arbor Capital Management Inc | 2,441 | $1.40M | 1.22% | −198−7.5% | Reduced |
| Letson Investment Management, Inc. | 2,482 | $1.39M | 0.55% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,481 | $1.39M | 0.85% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,479 | $1.39M | 0.38% | −70−2.7% | Reduced |
| Boreal Capital Management LLC | 2,478 | $1.39M | 1.15% | +2,478 | New |
| Waterfront Wealth Inc. | 2,474 | $1.39M | 0.31% | +286+13.1% | Added |
| Drucker Wealth 3.0, LLC | 2,460 | $1.39M | 0.27% | −696−22.1% | Reduced |
| Legal Advantage Investments, Inc. | 2,471 | $1.39M | 0.65% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 2,467 | $1.39M | 0.21% | −14−0.6% | Reduced |
| BSW Wealth Partners | 2,464 | $1.38M | 0.19% | +200+8.8% | Added |
| Onyx Bridge Wealth Group LLC | 2,461 | $1.38M | 0.18% | −478−16.3% | Reduced |
| River Street Advisors LLC | 2,460 | $1.38M | 0.60% | +124+5.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 2,457 | $1.38M | 0.62% | −17−0.7% | Reduced |
| Simon Quick Advisors, LLC | 2,456 | $1.38M | 0.07% | −5,443−68.9% | Reduced |
| Spirit of America Management Corp | 2,450 | $1.38M | 0.29% | 00.0% | Unchanged |
| Seeds Investor LLC | 2,445 | $1.37M | 0.32% | −128−5.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,505 | $1.37M | 0.54% | +2,505 | New |
| Versant Capital Management, Inc | 2,438 | $1.37M | 0.21% | +152+6.6% | Added |
| Money Concepts Capital Corp | 2,438 | $1.37M | 0.09% | +624+34.4% | Added |
| Oak Family Advisors, LLC | 2,437 | $1.37M | 0.50% | −15−0.6% | Reduced |
| MJP Associates Inc | 2,437 | $1.37M | 0.20% | +228+10.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,434 | $1.37M | 0.03% | −91−3.6% | Reduced |
| VisionPoint Advisory Group, LLC | 2,434 | $1.37M | 0.30% | +1,240+103.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,430 | $1.37M | 0.19% | −36−1.5% | Reduced |
| SeaCrest Wealth Management, LLC | 2,429 | $1.36M | 0.15% | −400−14.1% | Reduced |
| Clark Financial Services Group Inc | 2,424 | $1.36M | 0.84% | +111+4.8% | Added |
| Castleview Partners, LLC | 2,414 | $1.36M | 0.87% | +5+0.2% | Added |
| EPG Wealth Management LLC | 2,410 | $1.35M | 0.41% | −59−2.4% | Reduced |
| Guardian Wealth Advisors, LLC | 2,407 | $1.35M | 0.10% | +4+0.2% | Added |
| Richardson Financial Services Inc. | 2,395 | $1.35M | 0.91% | +20+0.8% | Added |
| Corundum Group, Inc. | 2,402 | $1.35M | 0.60% | +721+42.9% | Added |
| Impact Capital Partners LLC | 2,392 | $1.34M | 0.44% | +43+1.8% | Added |
| Twin City Private Wealth, LLC | 2,391 | $1.34M | 1.10% | −344−12.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,391 | $1.34M | 0.05% | −75−3.0% | Reduced |
| Capital Advisors, Ltd. LLC | 2,390 | $1.34M | 0.17% | +11+0.5% | Added |
| Perennial Investment Advisors, LLC | 2,388 | $1.34M | 0.13% | +74+3.2% | Added |
| Whitener Capital Management, Inc. | 2,387 | $1.34M | 0.36% | +7+0.3% | Added |
| Northcape Wealth Management, LLC | 2,381 | $1.34M | 0.41% | +3+0.1% | Added |
| Provident Trust Co | 2,380 | $1.34M | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,373 | $1.33M | 0.18% | +215+10.0% | Added |
| Detalus Advisors, LLC | 2,371 | $1.33M | 0.39% | −27−1.1% | Reduced |
| Client 1st Advisory Group, LLC | 2,356 | $1.32M | 0.48% | −6−0.3% | Reduced |
| Fred Alger Management, LLC | 2,356 | $1.32M | 0.01% | +2,356 | New |
| Cascade Financial Partners, LLC | 2,356 | $1.32M | 0.16% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 2,354 | $1.32M | 1.03% | −20−0.8% | Reduced |
| Crux Wealth Advisors | 2,353 | $1.32M | 0.56% | +420+21.7% | Added |