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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 13 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 2021

Institutional positions in Mastercard Inc as of Jun 30, 2021. 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
2,494
+33 vs. Q1 2021
Shares held
740.1M
−126.1K (0.0%) vs. Q1 2021
Total value
$270.2B
+$6.74B (+2.6%) vs. Q1 2021
New holders
146
1,061 more added
Sold out
113
909 more reduced

23 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 2,494 institutions
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,633 institutions
Value heldQ2 2021: $270.2B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,633$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$265.3B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q1 2021.

Institutions holding MA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers National Bank11,653$0–+441+3.9%Added
Ogorek Anthony Joseph2$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Kelly Financial Services LLC133,633$3660.01%+133,346+46,462.0%Added
Savior LLC4$1.00K0.00%−19−82.6%Reduced
Northern Oak Wealth Management Inc4$1.00K0.00%00.0%Unchanged
Arcadia Investment Advisors LLC5$1.82K0.00%+5New
Disciplined Investments, LLC6$2.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC8$2.00K0.00%+8New
Copeland Capital Management, LLC8$3.00K0.00%00.0%Unchanged
Hoey Investments, Inc7$3.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC8$3.00K0.00%00.0%Unchanged
Cloverfields Capital Group, LP8$3.00K0.00%+8New
Halpern Financial, Inc.10$3.65K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$4.00K0.00%00.0%Unchanged
TD Capital Management LLC10$4.00K0.00%00.0%Unchanged
Personal Wealth Partners12$4.00K0.00%+12New
FormulaFolio Investments, LLC13$5.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC16$5.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC11$5.00K0.00%00.0%Unchanged
Financial Avengers, Inc.20$7.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC20$7.00K0.01%+20New
Westside Investment Management, Inc.23$8.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC23$8.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC23$8.00K0.00%00.0%Unchanged
Brendel Financial Advisors LLC22$8.00K0.00%+22New
Lake Point Wealth Management23$8.00K0.00%+23New
Edge Wealth Management LLC25$9.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp27$10.0K0.01%+3+12.5%Added
Moisand Fitzgerald Tamayo, LLC30$11.0K0.00%00.0%Unchanged
Ford Financial Group, LLC32$11.0K0.00%+32New
Monumental Financial Group Inc.35$13.0K0.01%−1,947−98.2%Reduced
Standard Family Office LLC36$13.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC38$13.9K0.00%+38New
Delta Asset Management LLC40$15.0K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC40$15.0K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.42$15.0K0.00%+42New
Beck Bode, LLC41$15.0K0.00%+41New
Princeton Global Asset Management LLC44$16.0K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.43$16.0K0.00%+43New
Essex Investment Management Co LLC50$18.0K0.00%−68−57.6%Reduced
Lowe Wealth Advisors, LLC50$18.0K0.01%00.0%Unchanged
Acima Private Wealth, LLC50$18.0K0.01%00.0%Unchanged
Cordasco Financial Network48$18.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.53$19.0K0.01%−27−33.8%Reduced
Truvestments Capital LLC53$19.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC52$19.0K0.01%00.0%Unchanged
PrairieView Partners, LLC55$20.0K0.00%−1,000−94.8%Reduced
Aspire Private Capital, LLC54$20.0K0.01%−782−93.5%Reduced
Wealth Quarterback LLC53$20.0K0.01%+53New
American National Bank59$22.0K0.00%+59New
Flagship Private Wealth, LLC60$22.4K0.02%00.0%Unchanged
Ossiam60$23.0K0.00%−593−90.8%Reduced
True Link Financial Advisors, LLC64$23.0K0.00%+64New
First Personal Financial Services65$24.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.65$24.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC69$25.0K0.01%00.0%Unchanged
Baron Financial Group, LLC70$25.6K0.02%00.0%Unchanged
Gladius Capital Management LP71$26.0K0.01%+71New
TSFG, LLC76$28.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC77$28.0K0.01%+10+14.9%Added
Atlas Private Wealth Advisors79$29.0K0.02%+18+29.5%Added
Focused Wealth Management, Inc82$30.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.85$31.0K0.01%−18−17.5%Reduced
Freedman Financial Associates, Inc.85$31.0K0.02%−15−15.0%Reduced
Investors Research Corp87$32.0K0.01%00.0%Unchanged
Sittner & Nelson, LLC87$32.0K0.02%00.0%Unchanged
Paragon Wealth Strategies, LLC94$34.0K0.01%+94New
Rocky Mountain Advisers, LLC98$36.0K0.04%+98New
Glen Eagle Advisors, LLC100$36.5K0.01%00.0%Unchanged
Professional Financial Advisors, LLC100$37.0K0.02%−2,485−96.1%Reduced
AllSquare Wealth Management LLC100$37.0K0.02%−109−52.2%Reduced
Larson Financial Group LLC101$37.0K0.01%−3−2.9%Reduced
Kelly Lawrence W & Associates Inc100$37.0K0.01%00.0%Unchanged
Avion Wealth100$37.0K0.01%00.0%Unchanged
Ade, LLC100$37.0K0.03%00.0%Unchanged
Central Bank & Trust Co105$38.0K0.01%00.0%Unchanged
Better Money Decisions, LLC104$38.0K0.03%00.0%Unchanged
Capital Directions Investment Advisors, LLC107$39.0K0.01%+107New
Syverson Strege & Co119$43.0K0.04%00.0%Unchanged
Arcadia Investment Management Corp122$45.0K0.01%00.0%Unchanged
JCIC Asset Management Inc.100$45.0K0.01%00.0%Unchanged
John W. Brooker & Co., CPAs126$46.0K0.03%00.0%Unchanged
Front Row Advisors LLC131$47.0K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC132$48.0K0.01%+132New
Addison Advisors LLC133$49.0K0.04%+133New
Sugarloaf Wealth Management, LLC140$51.0K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC142$52.0K0.03%+57+67.1%Added
Fred Alger Management, LLC144$53.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC146$53.0K0.01%+40+37.7%Added
NewSquare Capital LLC146$53.0K0.01%+146New
Avondale Wealth Management150$55.0K0.05%00.0%Unchanged
Clear Perspectives Financial Planning, LLC150$55.0K0.03%00.0%Unchanged
TD Ameritrade Investment Management, LLC150$55.0K0.00%+71+89.9%Added
Ironwood Financial, llc157$57.0K0.02%00.0%Unchanged
Raffa Wealth Management, LLC162$59.1K0.02%−13−7.4%Reduced
DB Wealth Management Group, LLC167$61.0K0.04%00.0%Unchanged
CoreFirst Bank & Trust170$62.0K0.04%00.0%Unchanged
Hanson & Doremus Investment Management189$64.0K0.02%−50−20.9%Reduced
Center for Financial Planning, Inc.180$66.0K0.02%−89−33.1%Reduced