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 |
|---|---|---|---|---|---|
| RAM Investment Partners, LLC | 1,127 | $633.1K | 0.13% | +94+9.1% | Added |
| Centerpoint Advisors, LLC | 1,127 | $633.0K | 0.21% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 1,126 | $632.7K | 0.39% | +700+164.3% | Added |
| WESPAC Advisors, LLC | 1,125 | $632.2K | 0.44% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,117 | $628.0K | 0.23% | +165+17.3% | Added |
| TCFG Wealth Management, LLC | 1,116 | $627.2K | 0.28% | −20−1.8% | Reduced |
| Blueshift Asset Management, LLC | 1,116 | $627.1K | 0.19% | +357+47.0% | Added |
| Summit Financial Wealth Advisors, LLC | 1,114 | $626.0K | 0.11% | +238+27.2% | Added |
| Willow Creek Wealth Management Inc. | 1,107 | $622.1K | 0.06% | +21+1.9% | Added |
| Foster & Motley Inc | 1,107 | $622.0K | 0.04% | +121+12.3% | Added |
| Embree Financial Group | 1,105 | $621.0K | 0.09% | +11+1.0% | Added |
| Raab & Moskowitz Asset Management LLC | 1,103 | $619.9K | 0.15% | −9−0.8% | Reduced |
| Sanders Morris Harris LLC | 1,103 | $619.8K | 0.15% | −3,593−76.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,102 | $619.3K | 0.17% | +1,102 | New |
| Pacitti Group Inc. | 1,100 | $618.2K | 0.27% | −20−1.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,100 | $618.1K | 0.11% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 1,100 | $618.1K | 0.18% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 1,100 | $618.1K | 0.01% | +1,100 | New |
| Schaper Benz & Wise Investment Counsel Inc | 1,099 | $617.4K | 0.05% | −83−7.0% | Reduced |
| TruWealth Advisors, LLC | 1,098 | $617.0K | 0.03% | −30−2.7% | Reduced |
| Boyd Watterson Asset Management LLC | 1,096 | $615.9K | 0.19% | +26+2.4% | Added |
| Convergence Financial, LLC | 1,091 | $613.2K | 0.11% | +22+2.1% | Added |
| Riverwater Partners LLC | 1,088 | $611.4K | 0.29% | +81+8.0% | Added |
| Amplius Wealth Advisors, LLC | 1,087 | $610.8K | 0.06% | −372−25.5% | Reduced |
| Baker Boyer National Bank | 1,085 | $609.7K | 0.21% | 00.0% | Unchanged |
| Flagstone Financial Management | 1,085 | $609.7K | 0.17% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 1,084 | $609.1K | 0.07% | 00.0% | Unchanged |
| Verum Partners LLC | 1,082 | $608.2K | 0.14% | +102+10.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,079 | $606.5K | 0.02% | +47+4.6% | Added |
| Becker Capital Management Inc | 1,079 | $606.3K | 0.02% | −49−4.3% | Reduced |
| Matauro, LLC | 1,079 | $606.3K | 0.11% | +1,079 | New |
| Fountainhead AM, LLC | 1,076 | $604.6K | 0.09% | +111+11.5% | Added |
| Wellington Shields & Co., LLC | 1,074 | $603.5K | 0.17% | −19−1.7% | Reduced |
| Zullo Investment Group, Inc. | 1,073 | $603.3K | 0.24% | +43+4.2% | Added |
| Park National Corp | 1,073 | $603.0K | 0.02% | +21+2.0% | Added |
| Oregon Pacific Wealth Management, LLC | 1,071 | $601.8K | 0.57% | −194−15.3% | Reduced |
| Mindset Wealth Management, LLC | 1,069 | $600.9K | 0.20% | +1+0.1% | Added |
| Paragon Private Wealth Management, LLC | 1,067 | $599.8K | 0.24% | +83+8.4% | Added |
| Mairs & Power Inc | 1,064 | $597.9K | 0.01% | +50+4.9% | Added |
| Ashton Thomas Securities, LLC | 1,061 | $596.2K | 0.14% | +1+0.1% | Added |
| Grandview Asset Management LLC | 1,059 | $595.0K | 0.19% | −4−0.4% | Reduced |
| CFS Investment Advisory Services, LLC | 1,057 | $594.0K | 0.05% | +45+4.4% | Added |
| Fortitude Advisory Group L.L.C. | 1,057 | $593.9K | 0.34% | −23−2.1% | Reduced |
| OneAscent Investment Solutions LLC | 1,056 | $593.0K | 0.63% | +7+0.7% | Added |
| Conestoga Capital Advisors, LLC | 1,055 | $592.8K | 0.01% | 00.0% | Unchanged |
| Select Asset Management & Trust | 1,049 | $590.0K | 0.20% | −10−0.9% | Reduced |
| Phillips Wealth Planners LLC | 1,048 | $589.4K | 0.53% | −7−0.7% | Reduced |
| Davidson Trust Co | 1,047 | $588.4K | 0.27% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,043 | $586.3K | 0.02% | +200+23.7% | Added |
| Blue Barn Wealth, LLC | 1,042 | $585.5K | 0.28% | +52+5.3% | Added |
| Western Pacific Wealth Management, LP | 1,041 | $585.1K | 0.56% | +62+6.3% | Added |
| Sage Rhino Capital LLC | 1,039 | $583.9K | 0.12% | −7−0.7% | Reduced |
| Fortitude Family Office, LLC | 1,028 | $577.8K | 0.19% | +447+76.9% | Added |
| Maseco LLP | 1,024 | $575.0K | 0.02% | +1,024 | New |
| Crews Bank & Trust | 1,022 | $574.3K | 0.09% | −27−2.6% | Reduced |
| Founders Capital Management, LLC | 1,021 | $573.7K | 0.10% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,020 | $573.2K | 0.15% | −8−0.8% | Reduced |
| Warm Springs Advisors Inc. | 1,019 | $572.6K | 0.49% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 1,019 | $572.4K | 0.02% | +1+0.1% | Added |
| Pandora Wealth, Inc. | 1,018 | $572.1K | 0.35% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,017 | $571.3K | 0.11% | +32+3.2% | Added |
| Smith Chas P & Associates Pa Cpas | 1,016 | $570.9K | 0.03% | −428−29.6% | Reduced |
| Motive Wealth Advisors | 1,015 | $570.4K | 0.26% | +102+11.2% | Added |
| Fire Capital Management LLC | 1,014 | $569.8K | 0.36% | 00.0% | Unchanged |
| Durante & Waters, LLC | 1,012 | $568.7K | 0.45% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,010 | $567.6K | 0.03% | +345+51.9% | Added |
| Clarity Wealth Development LLC | 1,010 | $567.4K | 0.56% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,008 | $566.6K | 0.22% | −20−1.9% | Reduced |
| Caliber Wealth Management, LLC | 1,007 | $566.0K | 0.06% | +135+15.5% | Added |
| Kanen Wealth Management LLC | 1,000 | $561.9K | 0.21% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 1,000 | $561.9K | 0.62% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 995 | $559.1K | 0.24% | −51−4.9% | Reduced |
| Redwood Financial Network Corp | 994 | $558.6K | 0.38% | 00.0% | Unchanged |
| BIP Wealth, LLC | 994 | $558.6K | 0.03% | −104−9.5% | Reduced |
| Discipline Wealth Solutions, LLC | 994 | $558.6K | 0.21% | 00.0% | Unchanged |
| GWN Securities Inc. | 978 | $557.5K | 0.10% | −5,836−85.6% | Reduced |
| Flagship Wealth Advisors, LLC | 991 | $556.9K | 0.21% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 990 | $556.3K | 0.18% | −1,048−51.4% | Reduced |
| Norris Perne & French LLP | 985 | $553.5K | 0.04% | 00.0% | Unchanged |
| Investment Management Corp | 984 | $553.0K | 0.50% | +17+1.8% | Added |
| Hartford Financial Management Inc. | 984 | $552.9K | 0.15% | −12−1.2% | Reduced |
| XML Financial, LLC | 982 | $551.8K | 0.05% | −135−12.1% | Reduced |
| Clear Point Advisors Inc. | 982 | $551.8K | 0.47% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 982 | $551.7K | 0.26% | +376+62.0% | Added |
| PUREfi Wealth, LLC | 982 | $551.6K | 0.44% | +101+11.5% | Added |
| Verus Capital Partners, LLC | 980 | $550.8K | 0.05% | +7+0.7% | Added |
| Spectrum Wealth Advisory Group, LLC | 977 | $549.1K | 0.26% | +1+0.1% | Added |
| Burns J W & Co Inc | 977 | $549.0K | 0.07% | −12−1.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 977 | $549.0K | 0.15% | +89+10.0% | Added |
| Bank Hapoalim BM | 975 | $548.0K | 0.07% | −5−0.5% | Reduced |
| Wilkins Investment Counsel Inc | 975 | $547.9K | 0.08% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 975 | $547.9K | 0.42% | −31−3.1% | Reduced |
| Townsend Asset Management Corp | 974 | $547.2K | 0.20% | +76+8.5% | Added |
| Watts Gwilliam & Co., LLC | 933 | $547.0K | 0.09% | +16+1.7% | Added |
| Center For Asset Management LLC | 1,040 | $546.6K | 0.34% | +80+8.3% | Added |
| Lee Danner & Bass Inc | 973 | $546.5K | 0.04% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 971 | $545.4K | 0.06% | +11+1.1% | Added |
| DLK Investment Management, LLC | 970 | $545.2K | 0.21% | −1−0.1% | Reduced |
| BTG Pactual Asset Management US LLC | 968 | $544.0K | 0.07% | −2,704−73.6% | Reduced |
| BCS Wealth Management | 965 | $542.0K | 0.12% | +147+18.0% | Added |