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 |
|---|---|---|---|---|---|
| Nvest Financial, LLC | 1,505 | $845.9K | 0.44% | +18+1.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,505 | $845.9K | 0.19% | −9−0.6% | Reduced |
| Annex Advisory Services, LLC | 1,501 | $843.4K | 0.02% | −114−7.1% | Reduced |
| Levin Capital Strategies, L.P. | 1,500 | $842.9K | 0.08% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 1,500 | $842.9K | 0.02% | +1,500 | New |
| Susquehanna Portfolio Strategies, LLC | 1,500 | $842.9K | 0.02% | +1,500 | New |
| Key Financial Inc | 1,495 | $840.1K | 0.17% | 00.0% | Unchanged |
| jvl associates llc | 1,493 | $839.0K | 0.30% | +7+0.5% | Added |
| BXM Wealth LLC | 1,491 | $837.9K | 1.00% | +24+1.6% | Added |
| Hanlon Investment Management, Inc. | 1,488 | $836.2K | 0.60% | +1,488 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,487 | $835.6K | 0.04% | +69+4.9% | Added |
| Knuff & Co LLC | 1,486 | $835.0K | 0.26% | −651−30.5% | Reduced |
| Fortem Financial Group, LLC | 1,484 | $833.9K | 0.27% | −7−0.5% | Reduced |
| First Interstate Bank | 1,481 | $832.2K | 0.05% | −21−1.4% | Reduced |
| Overbrook Management Corp | 1,481 | $832.2K | 0.16% | +1,481 | New |
| Round Hill Asset Management | 1,470 | $826.1K | 0.56% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,470 | $826.1K | 0.09% | +14+1.0% | Added |
| Forefront Wealth Partners, LLC | 1,568 | $825.6K | 0.57% | +46+3.0% | Added |
| DT Investment Partners, LLC | 1,468 | $824.9K | 0.07% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 1,466 | $824.0K | 0.03% | +24+1.7% | Added |
| BOS Asset Management, LLC | 1,466 | $823.8K | 0.26% | −10−0.7% | Reduced |
| Brady Family Wealth, LLC | 1,465 | $823.2K | 0.25% | +2+0.1% | Added |
| Boston Family Office LLC | 1,460 | $820.0K | 0.05% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,457 | $818.8K | 0.29% | +168+13.0% | Added |
| Capital Advisors Inc | 1,455 | $817.8K | 0.01% | +45+3.2% | Added |
| Midland Wealth Advisors LLC | 1,455 | $817.6K | 0.05% | −116−7.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,442 | $810.2K | 0.26% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,438 | $808.0K | 0.22% | −86−5.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,437 | $808.0K | 0.09% | −16−1.1% | Reduced |
| Lion Street Advisors, LLC | 1,432 | $804.7K | 0.24% | −2−0.1% | Reduced |
| Clarity Wealth Advisors, LLC | 1,427 | $802.0K | 0.20% | −47−3.2% | Reduced |
| Montis Financial, LLC | 1,427 | $801.9K | 0.22% | −11−0.8% | Reduced |
| Nicholas Investment Partners, LP | 1,424 | $800.2K | 0.07% | +398+38.8% | Added |
| Avenue 1 Advisors, LLC | 1,419 | $797.4K | 0.27% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,417 | $796.3K | 0.13% | −2,423−63.1% | Reduced |
| Dohj, LLC | 1,495 | $792.1K | 0.23% | −1,001−40.1% | Reduced |
| Austin Private Wealth, LLC | 1,409 | $791.7K | 0.06% | +353+33.4% | Added |
| Magnus Financial Group LLC | 1,407 | $790.4K | 0.07% | +1+0.1% | Added |
| Aristides Capital LLC | 1,400 | $786.7K | 0.25% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 1,397 | $784.8K | 0.23% | +3+0.2% | Added |
| Ninepoint Partners LP | 1,388 | $780.0K | 0.15% | +120+9.5% | Added |
| Redhawk Wealth Advisors, Inc. | 1,385 | $778.1K | 0.10% | +49+3.7% | Added |
| City National Bank of Florida | 1,381 | $776.0K | 0.56% | +231+20.1% | Added |
| Wealth Architects, LLC | 1,380 | $775.6K | 0.08% | −42−3.0% | Reduced |
| Baskin Financial Services Inc. | 1,380 | $775.0K | 0.06% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,379 | $774.9K | 0.12% | +159+13.0% | Added |
| Westmount Partners, LLC | 1,379 | $774.7K | 0.21% | +268+24.1% | Added |
| Lantz Financial LLC | 1,377 | $773.8K | 0.19% | +9+0.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,376 | $773.1K | 0.03% | −7−0.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,370 | $769.9K | 0.36% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,367 | $768.2K | 0.07% | +56+4.3% | Added |
| Midwest Financial Group LLC | 1,365 | $767.1K | 0.40% | +1+0.1% | Added |
| D. Scott Neal, Inc. | 1,363 | $766.0K | 0.38% | −3−0.2% | Reduced |
| Portland Investment Counsel Inc. | 1,363 | $765.9K | 0.23% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,358 | $763.0K | 0.12% | −134−9.0% | Reduced |
| Brucke Financial, Inc. | 1,356 | $762.0K | 0.53% | +104+8.3% | Added |
| Granite Investment Partners, LLC | 1,353 | $760.3K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,349 | $758.1K | 0.06% | −3−0.2% | Reduced |
| Wolverine Asset Management LLC | 1,347 | $756.9K | 0.01% | +1,072+389.8% | Added |
| PSI Advisors, LLC | 1,343 | $754.7K | 0.37% | −69−4.9% | Reduced |
| HMV Wealth Advisors, LLC | 1,343 | $754.7K | 0.49% | −1,073−44.4% | Reduced |
| GSB Wealth Management, LLC | 1,343 | $754.7K | 0.18% | −66−4.7% | Reduced |
| Triangle Securities Wealth Management | 1,343 | $754.7K | 0.19% | −15−1.1% | Reduced |
| Morris Financial Concepts, Inc. | 1,339 | $752.5K | 0.30% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1,337 | $752.2K | 0.37% | +7+0.5% | Added |
| Atlas Private Wealth Advisors | 1,337 | $751.7K | 0.10% | +60+4.7% | Added |
| Wheelhouse Advisory Group LLC | 1,336 | $751.0K | 0.37% | +56+4.4% | Added |
| NTV Asset Management LLC | 1,336 | $750.6K | 0.09% | +50+3.9% | Added |
| Rice Partnership, LLC | 1,335 | $750.2K | 0.13% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 1,331 | $748.0K | 0.85% | −1,624−55.0% | Reduced |
| CWS Financial Advisors, LLC | 1,331 | $747.7K | 0.22% | −167−11.1% | Reduced |
| Whelan Financial | 1,330 | $747.5K | 0.27% | +314+30.9% | Added |
| Matisse Capital | 1,329 | $746.8K | 0.35% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,329 | $746.6K | 0.35% | +327+32.6% | Added |
| Allen Capital Group, LLC | 1,327 | $745.7K | 0.08% | +89+7.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,326 | $745.1K | 0.12% | +222+20.1% | Added |
| Viewpoint Investment Partners Corp | 1,325 | $744.6K | 0.41% | +925+231.3% | Added |
| Webster Bank, N. A. | 1,324 | $744.0K | 0.08% | −101−7.1% | Reduced |
| AA Financial Advisors, LLC | 1,322 | $742.9K | 0.16% | +497+60.2% | Added |
| Proathlete Wealth Management LLC | 1,318 | $742.9K | 0.24% | +1+0.1% | Added |
| May Hill Capital, LLC | 1,321 | $742.3K | 0.24% | +335+34.0% | Added |
| Cardiff Park Advisors, LLC | 1,310 | $736.1K | 0.06% | +1+0.1% | Added |
| Manske Wealth Management | 1,309 | $735.6K | 0.24% | −157−10.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,308 | $735.1K | 0.20% | +164+14.3% | Added |
| Legacy Trust | 1,305 | $733.3K | 0.18% | −40−3.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 1,302 | $732.1K | 0.26% | 00.0% | Unchanged |
| Colonial Trust Co | 1,302 | $731.8K | 0.11% | −25−1.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,302 | $731.5K | 0.49% | −9−0.7% | Reduced |
| Cidel Asset Management Inc | 1,300 | $730.5K | 0.04% | −1−0.1% | Reduced |
| Weil Company, Inc. | 1,299 | $730.0K | 0.19% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 1,297 | $728.8K | 0.49% | +15+1.2% | Added |
| Ewa, LLC | 1,296 | $728.3K | 0.23% | +138+11.9% | Added |
| Crescent Sterling, Ltd. | 1,295 | $727.7K | 0.81% | −380−22.7% | Reduced |
| Diligent Investors, LLC | 1,291 | $725.6K | 0.17% | −225−14.8% | Reduced |
| Range Financial Group LLC | 1,291 | $725.5K | 0.28% | −21−1.6% | Reduced |
| Wedge Capital Management L L P | 1,289 | $724.3K | 0.01% | +788+157.3% | Added |
| Red Door Wealth Management, LLC | 1,288 | $724.0K | 0.09% | +330+34.4% | Added |
| Summit Asset Management, LLC | 1,288 | $723.8K | 0.12% | +23+1.8% | Added |
| Floyd Financial Group LLC | 1,271 | $723.5K | 0.67% | −157−11.0% | Reduced |
| Atala Financial Inc | 1,287 | $723.2K | 0.50% | 00.0% | Unchanged |