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 |
|---|---|---|---|---|---|
| Motiv8 Investments LLC | 2,353 | $1.32M | 0.81% | +227+10.7% | Added |
| One Wealth Capital Management, LLC | 2,352 | $1.32M | 0.62% | −3−0.1% | Reduced |
| Indiana Trust & Investment Management CO | 2,333 | $1.31M | 0.43% | +64+2.8% | Added |
| Family Legacy, Inc. | 2,327 | $1.31M | 0.43% | −8−0.3% | Reduced |
| Berkshire Bank | 2,325 | $1.31M | 0.30% | −446−16.1% | Reduced |
| Amica Retiree Medical Trust | 2,324 | $1.31M | 1.88% | −170−6.8% | Reduced |
| LRI Investments, LLC | 2,322 | $1.30M | 0.11% | +12+0.5% | Added |
| Trustmark National Bank Trust Department | 2,321 | $1.30M | 0.09% | +289+14.2% | Added |
| IMS Capital Management | 2,319 | $1.30M | 0.61% | −120−4.9% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,318 | $1.30M | 0.13% | +11+0.5% | Added |
| Nilsine Partners, LLC | 2,312 | $1.30M | 0.13% | −186−7.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,302 | $1.29M | 0.00% | −121−5.0% | Reduced |
| Advisory Resource Group | 2,299 | $1.29M | 0.25% | +42+1.9% | Added |
| Northern Financial Advisors Inc | 2,286 | $1.28M | 0.96% | −21−0.9% | Reduced |
| Lifestyle Asset Management, Inc. | 2,280 | $1.28M | 0.60% | +70+3.2% | Added |
| Bingham Private Wealth, LLC | 2,278 | $1.28M | 1.22% | +50+2.2% | Added |
| SkyView Investment Advisors, LLC | 2,318 | $1.28M | 0.18% | +73+3.3% | Added |
| First Heartland Consultants, Inc. | 2,277 | $1.28M | 0.11% | +289+14.5% | Added |
| Old North State Trust, LLC | 2,276 | $1.28M | 0.87% | +392+20.8% | Added |
| KC Investment Advisors, LLC | 2,272 | $1.28M | 0.44% | +18+0.8% | Added |
| Fiduciary Family Office, LLC | 2,270 | $1.28M | 0.42% | −57−2.4% | Reduced |
| Mendel Money Management | 2,269 | $1.28M | 0.56% | −40−1.7% | Reduced |
| Pines Wealth Management, LLC | 2,234 | $1.27M | 0.45% | +431+23.9% | Added |
| Marks Group Wealth Management, Inc | 2,262 | $1.27M | 0.12% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2,262 | $1.27M | 0.26% | +492+27.8% | Added |
| Empirical Asset Management, LLC | 2,258 | $1.27M | 0.39% | +293+14.9% | Added |
| Lebenthal Global Advisors, LLC | 2,258 | $1.27M | 0.24% | +500+28.4% | Added |
| IronOak Wealth LLC. | 2,257 | $1.27M | 1.23% | +2,257 | New |
| Teza Capital Management LLC | 2,256 | $1.27M | 0.95% | +526+30.4% | Added |
| Avidian Wealth Solutions, LLC | 2,255 | $1.27M | 0.05% | +236+11.7% | Added |
| Naples Global Advisors, LLC | 2,252 | $1.27M | 0.11% | +265+13.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,248 | $1.26M | 0.44% | +137+6.5% | Added |
| Portfolio Design Labs, LLC | 2,240 | $1.26M | 0.25% | −5,176−69.8% | Reduced |
| Advisory Alpha, LLC | 2,237 | $1.26M | 0.04% | +308+16.0% | Added |
| Jacobsen Capital Management | 2,237 | $1.26M | 0.46% | +218+10.8% | Added |
| Crew Capital Management, Ltd. | 2,236 | $1.26M | 0.90% | +1,503+205.0% | Added |
| Waterloo Capital, L.P. | 2,235 | $1.26M | 0.10% | +244+12.3% | Added |
| Scissortail Wealth Management, LLC | 2,220 | $1.25M | 0.30% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,220 | $1.25M | 1.30% | 00.0% | Unchanged |
| SP Asset Management LLC | 2,217 | $1.25M | 0.10% | +12+0.5% | Added |
| Onefund, LLC | 2,209 | $1.24M | 0.89% | −24−1.1% | Reduced |
| Capital Planning Advisors, LLC | 2,208 | $1.24M | 0.18% | −10.0% | Reduced |
| Reliant Investment Partners, LLC | 2,202 | $1.24M | 1.08% | −13−0.6% | Reduced |
| Monetta Financial Services Inc | 2,200 | $1.24M | 0.90% | −1,300−37.1% | Reduced |
| Carolina Wealth Advisors, LLC | 2,198 | $1.24M | 0.61% | +530+31.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,195 | $1.23M | 0.09% | −130−5.6% | Reduced |
| Sandbox Financial Partners, LLC | 2,193 | $1.23M | 0.39% | −2−0.1% | Reduced |
| Financial Management Network Inc | 2,154 | $1.23M | 0.22% | +17+0.8% | Added |
| Sunbeam Capital Management, LLC | 2,181 | $1.23M | 0.93% | +61+2.9% | Added |
| Manhattan West Asset Management, LLC | 2,175 | $1.22M | 0.28% | +67+3.2% | Added |
| Ambassador Advisors, LLC | 2,171 | $1.22M | 0.19% | −8−0.4% | Reduced |
| Field & Main Bank | 2,165 | $1.22M | 0.40% | −77−3.4% | Reduced |
| Hemington Wealth Management | 2,160 | $1.21M | 0.18% | −4−0.2% | Reduced |
| Atlas Brown,Inc. | 2,158 | $1.21M | 0.39% | +4+0.2% | Added |
| Legacy Capital Wealth Partners, LLC | 2,156 | $1.21M | 0.28% | −41−1.9% | Reduced |
| First Western Trust Bank | 2,154 | $1.21M | 0.05% | −5−0.2% | Reduced |
| Sheets Smith Investment Management | 2,154 | $1.21M | 1.06% | +2,154 | New |
| Richard P Slaughter Associates Inc | 2,153 | $1.21M | 0.25% | +300+16.2% | Added |
| Connecticut Wealth Management, LLC | 2,148 | $1.21M | 0.06% | +11+0.5% | Added |
| MWA Asset Management | 2,146 | $1.21M | 0.74% | +30+1.4% | Added |
| Uniting Wealth Partners, LLC | 2,132 | $1.20M | 0.46% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 2,130 | $1.20M | 0.26% | +1,003+89.0% | Added |
| Elyxium Wealth, LLC | 2,125 | $1.19M | 0.45% | +81+4.0% | Added |
| FRG Family Wealth Advisors LLC | 2,119 | $1.19M | 0.21% | −170−7.4% | Reduced |
| Monument Capital Management | 2,112 | $1.19M | 0.31% | +154+7.9% | Added |
| Cassia Capital Partners, LLC | 2,111 | $1.19M | 0.71% | −15−0.7% | Reduced |
| Stiles Financial Services Inc | 2,107 | $1.18M | 0.41% | +3+0.1% | Added |
| Burns Matteson Capital Management, LLC | 2,107 | $1.18M | 0.57% | −199−8.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,107 | $1.18M | 0.14% | +3+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,099 | $1.18M | 0.69% | +820+64.1% | Added |
| Argentarii, LLC | 2,097 | $1.18M | 0.54% | −118−5.3% | Reduced |
| Solstein Capital, LLC | 2,096 | $1.18M | 0.60% | +237+12.7% | Added |
| Financial Advocates Investment Management | 2,092 | $1.18M | 0.10% | −2,067−49.7% | Reduced |
| Canal Capital Management, LLC | 2,086 | $1.17M | 0.18% | +78+3.9% | Added |
| Maren Capital LLC | 2,085 | $1.17M | 0.07% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,074 | $1.17M | 0.37% | +46+2.3% | Added |
| Vega Investment Solutions | 2,066 | $1.16M | 0.27% | −12,933−86.2% | Reduced |
| St Germain D J Co Inc | 2,065 | $1.16M | 0.05% | +213+11.5% | Added |
| PAX Financial Group, LLC | 2,059 | $1.16M | 0.22% | −570−21.7% | Reduced |
| Core Wealth Partners LLC | 2,054 | $1.15M | 0.59% | +863+72.5% | Added |
| Seascape Capital Management | 2,053 | $1.15M | 0.36% | −9−0.4% | Reduced |
| Lee Financial Co | 2,053 | $1.15M | 0.17% | −12−0.6% | Reduced |
| Alpha Family Trust | 2,050 | $1.15M | 0.57% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,049 | $1.15M | 0.45% | 00.0% | Unchanged |
| Terry L. Blaker | 2,046 | $1.15M | 0.04% | +21+1.0% | Added |
| FFT Wealth Management LLC | 2,044 | $1.15M | 0.23% | −52−2.5% | Reduced |
| Kathmere Capital Management, LLC | 2,038 | $1.15M | 0.09% | +57+2.9% | Added |
| Milestones Administradora de Recursos Ltda. | 2,035 | $1.14M | 0.39% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,035 | $1.14M | 0.25% | +25+1.2% | Added |
| Blalock Williams, LLC | 2,032 | $1.14M | 1.14% | +94+4.9% | Added |
| Zhang Financial LLC | 2,029 | $1.14M | 0.05% | +5+0.2% | Added |
| Baker Avenue Asset Management, LP | 2,022 | $1.14M | 0.03% | −63−3.0% | Reduced |
| Enhancing Capital LLC | 2,014 | $1.13M | 0.86% | −10.0% | Reduced |
| Jericho Financial, LLP | 2,011 | $1.13M | 0.75% | −160−7.4% | Reduced |
| Absher Wealth Management, LLC | 2,002 | $1.12M | 0.14% | −326−14.0% | Reduced |
| Rydar Equities, Inc. | 1,999 | $1.12M | 0.89% | +1,999 | New |
| Peoples Bank | 1,998 | $1.12M | 0.75% | −25−1.2% | Reduced |
| Stonebrook Private Inc. | 1,993 | $1.12M | 0.26% | +63+3.3% | Added |
| Shufro Rose & Co LLC | 2,039 | $1.12M | 0.09% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 1,987 | $1.12M | 0.43% | −1,018,001−99.8% | Reduced |