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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,633 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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 2021
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 740 | $270.0K | 2.01% | +740 | New |
| Chicago Wealth Management, Inc. | 749 | $273.0K | 0.20% | 00.0% | Unchanged |
| Hoylecohen, LLC | 747 | $273.0K | 0.03% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 751 | $274.0K | 0.14% | −8−1.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 750 | $274.0K | 0.04% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | – | $274.0K | 0.21% | – | – |
| Vista Wealth Management Group, LLC | 750 | $274.0K | 0.06% | +12+1.6% | Added |
| Leverage Partners Absolute Return Fund SPC | 750 | $274.0K | 0.19% | +140+23.0% | Added |
| Peregrine Asset Advisers, Inc. | 753 | $275.0K | 0.13% | 00.0% | Unchanged |
| Key Financial Inc | 715 | $276.0K | 0.15% | +31+4.5% | Added |
| Naples Global Advisors, LLC | 759 | $277.0K | 0.04% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 762 | $278.0K | 0.09% | +1+0.1% | Added |
| SageGuard Financial Group, LLC | 764 | $279.0K | 0.13% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 766 | $280.0K | 0.04% | +83+12.2% | Added |
| Lumature Wealth Partners, LLC | 770 | $281.0K | 0.12% | +294+61.8% | Added |
| Compton Capital Management Inc | 775 | $283.0K | 0.08% | −50−6.1% | Reduced |
| Benin Management CORP | 775 | $283.0K | 0.09% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 777 | $284.0K | 0.16% | −86−10.0% | Reduced |
| Blackhawk Capital Partners LLC. | 800 | $285.0K | 0.19% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 783 | $286.0K | 0.13% | −105−11.8% | Reduced |
| Harbor Group, Inc. | 785 | $287.0K | 0.19% | 00.0% | Unchanged |
| Claret Asset Management Corp | 787 | $287.0K | 0.05% | −25−3.1% | Reduced |
| Capital Investment Services of America, Inc. | 790 | $288.0K | 0.03% | −50−6.0% | Reduced |
| Sage Mountain Advisors LLC | 788 | $288.0K | 0.05% | +129+19.6% | Added |
| Arlington Partners LLC | 792 | $289.0K | 0.10% | −59−6.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 756 | $289.0K | 0.12% | −43−5.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 792 | $289.0K | 0.15% | −4−0.5% | Reduced |
| WFA of San Diego, LLC | 791 | $289.0K | 0.22% | +16+2.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 797 | $290.0K | 0.03% | +47+6.3% | Added |
| Austin Private Wealth, LLC | 798 | $291.0K | 0.07% | −5−0.6% | Reduced |
| Orgel Wealth Management, LLC | 801 | $292.0K | 0.04% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 806 | $294.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 807 | $295.0K | 0.10% | +7+0.9% | Added |
| MV Capital Management, Inc. | 808 | $295.0K | 0.05% | +113+16.3% | Added |
| Fox Run Management, L.L.C. | 809 | $295.0K | 0.27% | +809 | New |
| Wharton Business Group, LLC | 811 | $296.0K | 0.02% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 812 | $296.0K | 0.14% | −1−0.1% | Reduced |
| Benedetti & Gucer, Inc. | 814 | $297.0K | 0.27% | +70+9.4% | Added |
| Rice Partnership, LLC | 817 | $298.0K | 0.09% | +27+3.4% | Added |
| Montis Financial, LLC | 821 | $300.0K | 0.25% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 822 | $300.0K | 0.02% | +822 | New |
| Bedel Financial Consulting, Inc. | 824 | $301.0K | 0.10% | +92+12.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 827 | $302.0K | 0.23% | +1+0.1% | Added |
| Sargent Investment Group, LLC | 831 | $303.0K | 0.07% | −100−10.7% | Reduced |
| Burns J W & Co Inc | 831 | $303.0K | 0.05% | +52+6.7% | Added |
| Old North State Trust, LLC | 832 | $304.0K | 0.23% | +1+0.1% | Added |
| Magnus Financial Group LLC | 832 | $304.0K | 0.07% | 00.0% | Unchanged |
| MACRO Consulting Group | 836 | $304.0K | 0.16% | +23+2.8% | Added |
| BTR Capital Management Inc | 836 | $305.0K | 0.04% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 838 | $306.0K | 0.20% | +1+0.1% | Added |
| Founders Financial Alliance, LLC | 838 | $306.0K | 0.14% | +17+2.1% | Added |
| Founders Capital Management | 840 | $307.0K | 0.20% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 842 | $307.0K | 0.23% | +63+8.1% | Added |
| Resource Management, LLC | 844 | $308.0K | 0.04% | −591−41.2% | Reduced |
| Octavia Wealth Advisors, LLC | 843 | $308.0K | 0.08% | +843 | New |
| Hamel Associates, Inc. | 850 | $310.0K | 0.12% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 853 | $311.0K | 0.07% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 852 | $311.0K | 0.04% | +209+32.5% | Added |
| Zuckerman Investment Group, LLC | 857 | $313.0K | 0.05% | +205+31.4% | Added |
| Heck Capital Advisors, LLC | 860 | $314.0K | 0.06% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 860 | $314.0K | 0.11% | +7+0.8% | Added |
| Clear Creek Financial Management, LLC | 860 | $314.0K | 0.05% | +313+57.2% | Added |
| Parthenon LLC | 868 | $317.0K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 871 | $318.0K | 0.03% | +46+5.6% | Added |
| Kalos Management, Inc. | 865 | $320.0K | 0.13% | −146−14.4% | Reduced |
| United Bank | 875 | $320.0K | 0.04% | 00.0% | Unchanged |
| DCM Advisors, LLC | 880 | $321.0K | 0.18% | +66+8.1% | Added |
| SNS Financial Group, LLC | 879 | $321.0K | 0.04% | +93+11.8% | Added |
| Navalign, LLC | 891 | $325.0K | 0.14% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 895 | $327.0K | 0.04% | −260−22.5% | Reduced |
| Blueprint Investment Partners LLC | 899 | $328.0K | 0.26% | −78−8.0% | Reduced |
| Contravisory Investment Management, Inc. | 902 | $329.0K | 0.10% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 900 | $329.0K | 0.03% | 00.0% | Unchanged |
| Lipe & Dalton | 900 | $329.0K | 0.17% | 00.0% | Unchanged |
| Cooper Financial Group | 900 | $329.0K | 0.07% | 00.0% | Unchanged |
| Constitution Capital LLC | 900 | $329.0K | 0.20% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 902 | $329.0K | 0.37% | +106+13.3% | Added |
| Balentine LLC | 904 | $330.0K | 0.01% | −283−23.8% | Reduced |
| Woodward Diversified Capital, LLC | 906 | $331.0K | 0.19% | +3+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 909 | $332.0K | 0.23% | +187+25.9% | Added |
| Adams Chetwood Wealth Management LLC | 914 | $334.0K | 0.24% | +80+9.6% | Added |
| Eads & Heald Wealth Management | 918 | $335.0K | 0.16% | −19−2.0% | Reduced |
| Koss-Olinger Consulting, LLC | 918 | $335.0K | 0.05% | +130+16.5% | Added |
| GSB Wealth Management, LLC | 924 | $337.0K | 0.10% | +225+32.2% | Added |
| Capstone Financial Advisors, Inc. | 923 | $337.0K | 0.03% | +923 | New |
| Acorn Financial Advisory Services Inc | 925 | $338.0K | 0.10% | +23+2.5% | Added |
| Requisite Capital Management, LLC | 928 | $339.0K | 0.06% | +250+36.9% | Added |
| Sage Private Wealth Group, LLC | 945 | $345.0K | 0.47% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 945 | $345.0K | 0.07% | +103+12.2% | Added |
| Seven Springs Wealth Group, LLC | 944 | $345.0K | 0.15% | +944 | New |
| Campbell Wealth Management | 947 | $346.0K | 0.05% | +75+8.6% | Added |
| Foster & Motley Inc | 951 | $347.0K | 0.03% | −70−6.9% | Reduced |
| Truvvo Partners LLC | 957 | $349.0K | 0.24% | −395−29.2% | Reduced |
| Creative Financial Designs Inc | 957 | $349.0K | 0.06% | +24+2.6% | Added |
| Duality Advisers, LP | 965 | $352.0K | 0.03% | −12,227−92.7% | Reduced |
| Harvest Investment Services, LLC | 969 | $353.0K | 0.15% | +1+0.1% | Added |
| Coho Partners, Ltd. | 972 | $355.0K | 0.01% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 971 | $355.0K | 0.22% | +121+14.2% | Added |
| MBE Wealth Management, LLC | 976 | $356.0K | 0.18% | +976 | New |
| Sage Rhino Capital LLC | 978 | $357.0K | 0.11% | +35+3.7% | Added |