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 10 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 |
|---|---|---|---|---|---|
| Richards, Merrill & Peterson, Inc. | 964 | $541.5K | 0.26% | +12+1.3% | Added |
| Vicus Capital | 963 | $541.4K | 0.04% | +356+58.6% | Added |
| Liberty Wealth Management LLC | 963 | $541.4K | 0.08% | +963 | New |
| Symphony Financial Services, Inc. | 963 | $541.3K | 0.32% | −7−0.7% | Reduced |
| Aletheian Wealth Advisors LLC | 962 | $540.6K | 0.27% | +16+1.7% | Added |
| Warther Private Wealth, LLC | 961 | $540.0K | 0.14% | −233−19.5% | Reduced |
| Rothschild Capital Partners, LLC | 960 | $539.5K | 0.14% | 00.0% | Unchanged |
| PFW Advisors LLC | 960 | $539.5K | 0.17% | −12−1.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 960 | $539.5K | 0.33% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 960 | $539.5K | 0.09% | +509+112.9% | Added |
| Edge Financial Advisors LLC | 960 | $539.4K | 0.28% | +46+5.0% | Added |
| New Wave Wealth Advisors LLC | 959 | $538.9K | 0.23% | +16+1.7% | Added |
| Walkner Condon Financial Advisors LLC | 959 | $538.9K | 0.10% | +47+5.2% | Added |
| Phillips Financial Management, LLC | 957 | $537.8K | 0.04% | +79+9.0% | Added |
| Catalyst Private Wealth, LLC | 957 | $537.8K | 0.24% | +165+20.8% | Added |
| Stewardship Advisors, LLC | 955 | $536.7K | 0.14% | −14−1.4% | Reduced |
| BankPlus Trust Department | 953 | $535.5K | 0.16% | −144−13.1% | Reduced |
| Lake Street Financial LLC | 950 | $534.1K | 0.08% | +950 | New |
| Consilio Wealth Advisors, LLC | 970 | $533.9K | 0.19% | −280−22.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 948 | $532.9K | 0.08% | −18−1.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 943 | $532.4K | 0.31% | +61+6.9% | Added |
| Penn Davis McFarland Inc | 947 | $532.2K | 0.06% | −25−2.6% | Reduced |
| Betterment LLC | 947 | $532.0K | 0.00% | +58+6.5% | Added |
| denkapparat Operations GmbH | 946 | $531.6K | 0.42% | +50+5.6% | Added |
| Pullen Investment Management, LLC | 945 | $531.0K | 0.32% | −96−9.2% | Reduced |
| Machina Capital S.A.S. | 944 | $530.5K | 0.11% | −4,148−81.5% | Reduced |
| MBE Wealth Management, LLC | 943 | $529.9K | 0.23% | −32−3.3% | Reduced |
| MCF Advisors LLC | 943 | $529.8K | 0.04% | −11−1.2% | Reduced |
| Kanawha Capital Management LLC | 942 | $529.3K | 0.04% | 00.0% | Unchanged |
| SFE Investment Counsel | 940 | $528.5K | 0.09% | −16−1.7% | Reduced |
| LWM Advisory Services, LLC | 938 | $527.1K | 0.36% | −100−9.6% | Reduced |
| Valued Retirements, Inc. | 936 | $526.0K | 0.59% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 932 | $523.7K | 0.04% | +22+2.4% | Added |
| Convergence Investment Partners, LLC | 930 | $522.6K | 0.13% | −65−6.5% | Reduced |
| Financial Advisors Network, Inc. | 930 | $522.5K | 0.08% | +17+1.9% | Added |
| Sandy Cove Advisors, LLC | 929 | $521.9K | 0.19% | +155+20.0% | Added |
| Quarry LP | 924 | $519.2K | 0.12% | +60+6.9% | Added |
| Coastal Investment Advisors, Inc. | 918 | $515.9K | 0.20% | −26−2.8% | Reduced |
| RVW Wealth, LLC | 918 | $515.6K | 0.04% | +4+0.4% | Added |
| Promethium Advisors,llc | 912 | $512.5K | 0.31% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 910 | $511.6K | 0.23% | +5+0.6% | Added |
| Navalign, LLC | 909 | $510.8K | 0.14% | −234−20.5% | Reduced |
| Magnolia Private Wealth, LLC | 909 | $510.8K | 0.40% | +22+2.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 909 | $510.6K | 0.23% | +22+2.5% | Added |
| Private Client Services, LLC | 908 | $510.4K | 0.20% | +41+4.7% | Added |
| Hudock, Inc. | 905 | $508.7K | 0.08% | +21+2.4% | Added |
| EdgeRock Capital LLC | 910 | $507.0K | 0.16% | +25+2.8% | Added |
| Illumine Investment Management, LLC | 902 | $506.9K | 0.40% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 1,025 | $506.1K | 1.07% | +1+0.1% | Added |
| Ovata Capital Management Ltd | 900 | $505.7K | 0.11% | 00.0% | Unchanged |
| Par Capital Management Inc | 900 | $505.7K | 0.02% | +400+80.0% | Added |
| Heritage Oak Wealth Advisors LLC | 899 | $505.2K | 0.20% | +4+0.4% | Added |
| Cynosure Management, LLC | 898 | $504.6K | 0.06% | +115+14.7% | Added |
| Bedel Financial Consulting, Inc. | 895 | $503.2K | 0.07% | −15−1.6% | Reduced |
| Hibernia Wealth Partners, LLC | 895 | $503.0K | 0.18% | +895 | New |
| Granite Bay Wealth Management, LLC | 895 | $503.0K | 0.16% | 00.0% | Unchanged |
| Abel Hall, LLC | 895 | $502.9K | 0.23% | +85+10.5% | Added |
| Northstar Group, Inc. | 892 | $501.3K | 0.08% | −10−1.1% | Reduced |
| Hartmann Taylor Wealth Management, LLC | 892 | $501.3K | 0.42% | +5+0.6% | Added |
| Altus Wealth Group LLC | 885 | $497.4K | 0.22% | −2−0.2% | Reduced |
| First Business Financial Services, Inc. | 885 | $497.3K | 0.04% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 883 | $496.3K | 0.32% | +77+9.6% | Added |
| Eads & Heald Wealth Management | 882 | $496.0K | 0.25% | −32−3.5% | Reduced |
| Ballast, Inc. | 882 | $495.6K | 0.13% | −15−1.7% | Reduced |
| New Covenant Trust Company, N.A. | 899 | $494.7K | 0.44% | −3−0.3% | Reduced |
| Benin Management CORP | 878 | $493.4K | 0.13% | −5−0.6% | Reduced |
| Altfest L J & Co Inc | 877 | $492.9K | 0.06% | −1,376−61.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 875 | $491.7K | 0.04% | −100−10.3% | Reduced |
| apricus wealth, LLC | 874 | $491.1K | 0.29% | −15−1.7% | Reduced |
| GenTrust, LLC | 874 | $490.9K | 0.02% | −259−22.9% | Reduced |
| AGH Wealth Advisors, LLC | 872 | $490.0K | 0.40% | −3−0.3% | Reduced |
| Lockerman Financial Group, Inc. | 872 | $490.0K | 0.66% | −22−2.5% | Reduced |
| Fortis Advisors, LLC | 871 | $489.4K | 0.31% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 868 | $487.8K | 0.02% | −1−0.1% | Reduced |
| Vivaldi Capital Management, LLC | 862 | $484.4K | 0.07% | −8−0.9% | Reduced |
| Heck Capital Advisors, LLC | 860 | $483.3K | 0.04% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 859 | $482.7K | 0.06% | 00.0% | Unchanged |
| Alteri Wealth LLC | 859 | $482.5K | 0.19% | −16−1.8% | Reduced |
| Pinnacle Bancorp, Inc. | 858 | $482.1K | 0.15% | +26+3.1% | Added |
| Keyvantage Wealth, LLC | 855 | $480.5K | 0.22% | −22−2.5% | Reduced |
| Intrua Financial, LLC | 853 | $479.6K | 0.07% | −26−3.0% | Reduced |
| ASB Consultores, LLC | 853 | $479.3K | 0.32% | +55+6.9% | Added |
| Horizon Bancorp Inc | 852 | $479.0K | 0.24% | −68−7.4% | Reduced |
| Financial Council Asset Management Inc | 849 | $477.1K | 0.23% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 848 | $476.3K | 0.02% | +12+1.4% | Added |
| High Net Worth Advisory Group LLC | 846 | $475.4K | 0.13% | −710−45.6% | Reduced |
| Trust Co of the South | 846 | $475.4K | 0.08% | +25+3.0% | Added |
| Stonebridge Capital Advisors LLC | 845 | $475.1K | 0.04% | −84−9.0% | Reduced |
| Echo45 Advisors LLC | 840 | $472.2K | 0.30% | +16+1.9% | Added |
| First Financial Group Corp | 836 | $470.3K | 0.46% | +210+33.5% | Added |
| Hamel Associates, Inc. | 834 | $468.7K | 0.16% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 833 | $468.1K | 0.32% | −72−8.0% | Reduced |
| Heritage Investment Group, Inc. | 832 | $467.8K | 0.08% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 832 | $467.5K | 0.24% | +3+0.4% | Added |
| Fortress Wealth Group, LLC | 818 | $466.3K | 0.22% | −12−1.4% | Reduced |
| Tempus Wealth Planning, LLC | 829 | $465.9K | 0.12% | +2+0.2% | Added |
| DHJJ Financial Advisors, Ltd. | 827 | $464.7K | 0.17% | +146+21.4% | Added |
| Brady Martz Wealth Solutions, LLC | 823 | $462.5K | 0.09% | −8−1.0% | Reduced |
| Cascade Investment Group, Inc. | 823 | $462.5K | 0.32% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 822 | $461.8K | 0.32% | +1+0.1% | Added |