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 |
|---|---|---|---|---|---|
| Retirement Planning Group | 821 | $461.5K | 0.02% | +169+25.9% | Added |
| Precision Wealth Strategies, LLC | 820 | $460.8K | 0.15% | +820 | New |
| MQS Management LLC | 819 | $460.2K | 0.25% | −254−23.7% | Reduced |
| Arlington Trust Co LLC | 818 | $459.7K | 0.09% | −25−3.0% | Reduced |
| Wealthstream Advisors, Inc. | 817 | $459.2K | 0.08% | +185+29.3% | Added |
| CNB Bank | 811 | $455.7K | 0.22% | −240−22.8% | Reduced |
| First Financial Corp | 811 | $455.7K | 0.20% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 810 | $455.2K | 0.10% | −580−41.7% | Reduced |
| Insight Advisors, LLC | 809 | $455.1K | 0.07% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 809 | $454.6K | 0.08% | −162−16.7% | Reduced |
| First National Bank | 809 | $454.6K | 0.26% | +77+10.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 808 | $454.2K | 0.16% | +25+3.2% | Added |
| Crown Wealth Group, LLC | 805 | $452.4K | 0.17% | −25−3.0% | Reduced |
| Luts & Greenleigh Group, Inc | 805 | $452.2K | 0.43% | −6−0.7% | Reduced |
| Facet Wealth, Inc. | 797 | $451.7K | 0.01% | +295+58.8% | Added |
| M1 Capital Management LLC | 803 | $451.2K | 0.23% | +27+3.5% | Added |
| Triasima Portfolio Management inc. | 803 | $451.2K | 0.08% | −1−0.1% | Reduced |
| Oldfather Financial Services, LLC | 802 | $450.7K | 0.15% | −20−2.4% | Reduced |
| Morton Capital Management LLC | 802 | $450.6K | 0.08% | −18−2.2% | Reduced |
| Orgel Wealth Management, LLC | 801 | $450.1K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 800 | $449.6K | 0.28% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 800 | $449.6K | 0.12% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 797 | $447.9K | 0.17% | +11+1.4% | Added |
| Prescott Group Capital Management, L.L.C. | 794 | $446.2K | 0.05% | +255+47.3% | Added |
| George Kaiser Family Foundation | 794 | $446.2K | 0.06% | +255+47.3% | Added |
| Peak Financial Advisors LLC | 794 | $446.2K | 0.23% | +794 | New |
| Lewis Asset Management, LLC | 793 | $445.6K | 0.21% | +92+13.1% | Added |
| United Bank | 793 | $445.6K | 0.05% | −7−0.9% | Reduced |
| Sigma Investment Counselors Inc | 792 | $445.1K | 0.02% | +16+2.1% | Added |
| Tiemann Investment Advisors, LLC | 792 | $445.1K | 0.18% | −25−3.1% | Reduced |
| Quartz Partners, LLC | 792 | $444.9K | 0.20% | +792 | New |
| Wise Wealth Partners | 789 | $443.4K | 0.74% | +420+113.8% | Added |
| Trust Co of Virginia | 789 | $443.4K | 0.04% | +789 | New |
| Millennium Capital Advisors, LLC | 789 | $443.3K | 0.30% | +18+2.3% | Added |
| Apollon Financial, LLC | 789 | $443.2K | 0.09% | +5+0.6% | Added |
| Capstone Financial Advisors, Inc. | 788 | $442.7K | 0.03% | −28−3.4% | Reduced |
| Catalina Capital Group, LLC | 786 | $441.8K | 0.30% | −223−22.1% | Reduced |
| Atom Investors LP | 786 | $441.7K | 0.04% | −612−43.8% | Reduced |
| Mason & Associates Inc | 786 | $441.5K | 0.10% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 781 | $441.2K | 0.14% | +311+66.2% | Added |
| Harbor Group, Inc. | 781 | $438.9K | 0.08% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 781 | $438.9K | 0.12% | −38−4.6% | Reduced |
| Octavia Wealth Advisors, LLC | 781 | $438.9K | 0.05% | −10−1.3% | Reduced |
| Secure Asset Management, LLC | 781 | $438.7K | 0.08% | −1−0.1% | Reduced |
| HHM Wealth Advisors, LLC | 780 | $438.4K | 0.05% | −64−7.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 780 | $438.2K | 0.11% | −153−16.4% | Reduced |
| Baldwin Brothers Inc | 778 | $437.2K | 0.03% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 767 | $436.6K | 0.30% | −11−1.4% | Reduced |
| Glen Eagle Advisors, LLC | 776 | $436.1K | 0.07% | +3+0.4% | Added |
| Goodman Advisory Group, LLC | 773 | $434.4K | 0.15% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 772 | $433.8K | 0.03% | −2−0.3% | Reduced |
| Cherrydale Wealth Management, LLC | 769 | $432.4K | 0.15% | +10+1.3% | Added |
| Burr Financial Services, LLC | 768 | $431.6K | 0.36% | −80−9.4% | Reduced |
| Darwin Advisors, LLC | 767 | $431.2K | 0.15% | +203+36.0% | Added |
| Code Waechter LLC | 767 | $431.0K | 0.31% | +4+0.5% | Added |
| Integrated Capital Management, LLC | 777 | $431.0K | 0.21% | −5−0.6% | Reduced |
| TRUE Private Wealth Advisors | 765 | $429.9K | 0.05% | +83+12.2% | Added |
| Abacus Wealth Partners, LLC | 762 | $428.2K | 0.07% | +296+63.5% | Added |
| 4WEALTH Advisors, Inc. | 758 | $425.7K | 0.44% | −13−1.7% | Reduced |
| Meriwether Wealth & Planning, LLC | 757 | $425.4K | 0.27% | −111−12.8% | Reduced |
| Gemmer Asset Management LLC | 757 | $425.4K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 756 | $424.7K | 0.09% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 755 | $424.4K | 0.23% | +755 | New |
| Sagace Wealth Management LLC | 755 | $424.3K | 0.32% | −23−3.0% | Reduced |
| DecisionMap Wealth Management, LLC | 754 | $423.7K | 0.29% | −12−1.6% | Reduced |
| Verity Asset Management, Inc. | 752 | $422.6K | 0.20% | +14+1.9% | Added |
| Encompass More Asset Management | 751 | $422.1K | 0.10% | −15−2.0% | Reduced |
| Victory Financial Group, LLC | 750 | $421.5K | 0.07% | −57−7.1% | Reduced |
| Waters Parkerson & Co., LLC | 750 | $421.5K | 0.02% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 750 | $421.4K | 0.27% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 748 | $420.4K | 0.20% | −60−7.4% | Reduced |
| Willner & Heller, LLC | 747 | $420.0K | 0.35% | −80−9.7% | Reduced |
| Community Financial Services Group, LLC | 745 | $418.6K | 0.08% | −60−7.5% | Reduced |
| Alpha Zero LLC | 744 | $418.1K | 0.27% | +47+6.7% | Added |
| Ullmann Financial Group, Inc. | 744 | $418.1K | 0.05% | +7+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 743 | $417.6K | 0.03% | −57−7.1% | Reduced |
| Quilter Plc | 743 | $417.5K | 0.01% | +25+3.5% | Added |
| Mayfair Advisory Group, LLC | 726 | $417.0K | 0.20% | +1+0.1% | Added |
| Level Wealth Management LLC | 741 | $416.4K | 0.24% | −19−2.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 741 | $416.4K | 0.14% | +741 | New |
| Goldstein Advisors, LLC | 739 | $415.3K | 0.06% | −799−52.0% | Reduced |
| Riverstone Advisors, LLC | 738 | $414.7K | 0.22% | +738 | New |
| Covey Capital Advisors, LLC | 735 | $413.0K | 0.44% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 734 | $412.5K | 0.04% | −314−30.0% | Reduced |
| Acima Private Wealth, LLC | 734 | $412.5K | 0.14% | −50−6.4% | Reduced |
| Bienville Capital Management, LLC | 734 | $412.5K | 0.08% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 734 | $412.5K | 0.08% | +734 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 729 | $409.9K | 0.08% | +15+2.1% | Added |
| HORAN Wealth, LLC | 729 | $409.7K | 0.13% | +729 | New |
| MBM Wealth Consultants, LLC | 727 | $408.5K | 0.11% | 00.0% | Unchanged |
| KKM Financial LLC | 726 | $408.0K | 0.14% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 725 | $407.4K | 0.26% | 00.0% | Unchanged |
| Elevatus Welath Management | 724 | $406.8K | 0.14% | +13+1.8% | Added |
| Valley National Advisers Inc | 724 | $406.0K | 0.07% | +95+15.1% | Added |
| Wealthquest Corp | 721 | $405.2K | 0.03% | +67+10.2% | Added |
| GSG Advisors LLC | 720 | $404.6K | 0.12% | +34+5.0% | Added |
| Tactive Advisors, LLC | 720 | $404.6K | 0.13% | +720 | New |
| Mach-1 Financial Group, Inc. | 719 | $404.0K | 0.12% | +719 | New |
| Xcel Wealth Management, LLC | 719 | $404.0K | 0.11% | +7+1.0% | Added |
| Golden State Wealth Management, LLC | 718 | $403.6K | 0.05% | −439−37.9% | Reduced |