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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 1,985 | $1.12M | 0.21% | +126+6.8% | Added |
| Armis Advisers, LLC | 2,003 | $1.11M | 0.09% | +401+25.0% | Added |
| Chancellor Financial Group WB LP | 1,972 | $1.11M | 0.86% | +2+0.1% | Added |
| Howard Wealth Management, LLC | 1,971 | $1.11M | 0.56% | 00.0% | Unchanged |
| Womack Financial LLC | 1,970 | $1.11M | 0.92% | +25+1.3% | Added |
| Steinberg Asset Management LLC | 1,966 | $1.10M | 0.82% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 1,961 | $1.10M | 0.15% | +350+21.7% | Added |
| Strategic Wealth Partners, Ltd. | 1,959 | $1.10M | 0.09% | +1,959 | New |
| Syverson Strege & Co | 1,953 | $1.10M | 0.26% | +1,487+319.1% | Added |
| 17 Capital Partners, LLC | 1,952 | $1.10M | 0.63% | +155+8.6% | Added |
| New Capital Management LP | 1,950 | $1.10M | 0.31% | −29−1.5% | Reduced |
| Net Worth Advisory Group | 1,947 | $1.09M | 0.24% | +65+3.5% | Added |
| Joel Isaacson & Co., LLC | 1,946 | $1.09M | 0.04% | +166+9.3% | Added |
| Runnymede Capital Advisors, Inc. | 1,944 | $1.09M | 1.01% | −6−0.3% | Reduced |
| Texas Capital Bancshares Inc | 1,937 | $1.09M | 0.39% | −4−0.2% | Reduced |
| Hickory Asset Management, Inc. | 1,932 | $1.09M | 0.90% | +1+0.1% | Added |
| LCNB Corp | 1,931 | $1.09M | 0.38% | −210−9.8% | Reduced |
| Cardinal Point Capital Management, ULC | 1,928 | $1.08M | 0.09% | +1,928 | New |
| Aries Wealth Management | 1,927 | $1.08M | 0.28% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,924 | $1.08M | 0.10% | +697+56.8% | Added |
| Valley Brook Capital Group | 1,913 | $1.07M | 0.80% | +58+3.1% | Added |
| Wincap Financial LLC | 1,908 | $1.07M | 0.86% | +7+0.4% | Added |
| DDFG, Inc | 1,907 | $1.07M | 0.27% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,904 | $1.07M | 0.72% | −13−0.7% | Reduced |
| Whalen Wealth Management Inc. | 1,902 | $1.07M | 0.67% | +1,902 | New |
| Johnson & White Wealth Management, LLC | 1,897 | $1.07M | 0.54% | −12−0.6% | Reduced |
| Traphagen Investment Advisors LLC | 1,896 | $1.07M | 0.10% | +200+11.8% | Added |
| Silver Oak Securities, Inc | 1,889 | $1.06M | 0.09% | +77+4.2% | Added |
| Forza Wealth Management, LLC | 1,888 | $1.06M | 0.43% | −81−4.1% | Reduced |
| Great Diamond Partners, LLC | 1,885 | $1.06M | 0.22% | +400+26.9% | Added |
| OV Management LLC | 1,883 | $1.06M | 0.89% | −3,138−62.5% | Reduced |
| Northstar Financial Companies, Inc. | 1,883 | $1.06M | 1.10% | −25−1.3% | Reduced |
| Correct Capital Wealth Management | 1,882 | $1.06M | 0.21% | +188+11.1% | Added |
| Rossby Financial, LCC | 1,880 | $1.06M | 0.40% | −74−3.8% | Reduced |
| McLean Asset Management Corp | 1,881 | $1.06M | 0.28% | +93+5.2% | Added |
| Genesis Private Wealth, LLC | 1,867 | $1.05M | 0.49% | +112+6.4% | Added |
| Cadinha & Co LLC | 1,861 | $1.05M | 0.17% | −50−2.6% | Reduced |
| Diversified Enterprises, LLC | 1,854 | $1.04M | 0.08% | −229−11.0% | Reduced |
| Banque Transatlantique SA | 1,844 | $1.04M | 0.03% | +860+87.4% | Added |
| Sunflower Bank, N.A. | 1,850 | $1.04M | 0.26% | +97+5.5% | Added |
| Granite Harbor Advisors, Inc. | 1,850 | $1.04M | 0.49% | +123+7.1% | Added |
| Avantax Planning Partners, Inc. | 1,848 | $1.04M | 0.03% | +168+10.0% | Added |
| Marino, Stram & Associates LLC | 1,845 | $1.04M | 0.21% | +146+8.6% | Added |
| Mayar Capital Ltd. | 1,842 | $1.04M | 1.90% | −1,700−48.0% | Reduced |
| Essex LLC | 1,841 | $1.03M | 0.20% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,839 | $1.03M | 0.13% | −44−2.3% | Reduced |
| Costello Asset Management, INC | 1,837 | $1.03M | 0.39% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,837 | $1.03M | 0.11% | +61+3.4% | Added |
| Oxford Asset Management LLP | 1,829 | $1.03M | 0.34% | +1,829 | New |
| MainStreet Investment Advisors LLC | 1,822 | $1.02M | 0.14% | +15+0.8% | Added |
| Abound Financial, LLC | 1,817 | $1.02M | 0.45% | −16−0.9% | Reduced |
| West Oak Capital, LLC | 1,815 | $1.02M | 0.40% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,812 | $1.02M | 0.16% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,864 | $1.02M | 0.53% | +513+38.0% | Added |
| AlphaStar Capital Management, LLC | 1,808 | $1.02M | 0.07% | +108+6.4% | Added |
| E&G Advisors, LP | 1,805 | $1.01M | 0.26% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,799 | $1.01M | 0.15% | +24+1.4% | Added |
| IMA Wealth, Inc. | 1,798 | $1.01M | 0.11% | +55+3.2% | Added |
| Werba Rubin Papier Wealth Management | 1,797 | $1.01M | 0.19% | +36+2.0% | Added |
| Augustine Asset Management Inc | 1,796 | $1.01M | 0.27% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 1,795 | $1.01M | 0.76% | +340+23.4% | Added |
| Strategic Investment Advisors | 1,795 | $1.01M | 0.10% | −113−5.9% | Reduced |
| Lazari Capital Management, Inc. | 1,792 | $1.01M | 0.38% | −45−2.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,787 | $1.00M | 0.22% | −2−0.1% | Reduced |
| Richard W. Paul & Associates, LLC | 1,786 | $1.00M | 0.36% | +1+0.1% | Added |
| Crawford Investment Counsel Inc | 1,786 | $1.00M | 0.02% | −162−8.3% | Reduced |
| Brandywine Managers, LLC | 1,785 | $1.00M | 1.00% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,785 | $1.00M | 0.07% | +88+5.2% | Added |
| Compagnie Lombard Odier SCmA | 1,780 | $1.00M | 0.01% | −168−8.6% | Reduced |
| Collective Family Office LLC | 1,779 | $999.7K | 0.26% | −451−20.2% | Reduced |
| Smart Money Group LLC | 1,777 | $998.5K | 0.31% | +269+17.8% | Added |
| Strategic Financial Services, Inc, | 1,774 | $997.1K | 0.05% | −5−0.3% | Reduced |
| Hayek Kallen Investment Management | 1,775 | $997.0K | 0.34% | +462+35.2% | Added |
| Brown Capital Management LLC | 1,768 | $993.5K | 0.03% | −466−20.9% | Reduced |
| LifeWealth Investments, LLC | 1,759 | $988.7K | 0.17% | +352+25.0% | Added |
| Tilia Fiduciary Partners, Inc. | 1,748 | $982.4K | 0.60% | +9+0.5% | Added |
| ORG Wealth Partners, LLC | 1,737 | $981.3K | 0.23% | +170+10.8% | Added |
| Wealth Dimensions Group, Ltd. | 1,746 | $980.9K | 0.22% | −13−0.7% | Reduced |
| Davies Financial Advisors, Inc. | 1,743 | $979.6K | 0.76% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,743 | $979.5K | 0.27% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,742 | $978.9K | 0.12% | +13+0.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,741 | $978.3K | 0.83% | −60−3.3% | Reduced |
| LBMC Investment Advisors, LLC | 1,736 | $975.7K | 0.07% | 00.0% | Unchanged |
| Summa Corp. | 1,736 | $975.5K | 0.51% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,734 | $974.3K | 0.41% | +256+17.3% | Added |
| Newport Capital Group, LLC | 1,732 | $973.2K | 0.66% | −66−3.7% | Reduced |
| Bigelow Investment Advisors, LLC | 1,729 | $971.6K | 0.43% | −129−6.9% | Reduced |
| Navellier & Associates Inc | 1,728 | $971.0K | 0.12% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,727 | $970.2K | 0.04% | +227+15.1% | Added |
| Brookwood Investment Group LLC | 1,723 | $968.0K | 0.16% | −685−28.4% | Reduced |
| Birch Financial Group, LLC | 1,722 | $967.7K | 0.77% | −25−1.4% | Reduced |
| Sivia Capital Partners, LLC | 1,721 | $967.1K | 0.33% | −239−12.2% | Reduced |
| Byrne Asset Management LLC | – | $966.0K | 0.65% | – | – |
| Axq Capital, LP | 1,717 | $964.9K | 0.31% | −960−35.9% | Reduced |
| Hara Capital LLC | 1,716 | $964.3K | 0.60% | −657−27.7% | Reduced |
| New England Research & Management, Inc. | 1,715 | $964.0K | 0.46% | +10+0.6% | Added |
| FSM Wealth Advisors, LLC | 1,705 | $963.5K | 0.16% | +36+2.2% | Added |
| Kraft, Davis & Associates, LLC | 1,686 | $958.1K | 0.26% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,705 | $958.1K | 0.14% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,703 | $957.0K | 0.17% | 00.0% | Unchanged |