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 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 | 3,633 | $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 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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 2,414 | $882.0K | 0.15% | +730+43.3% | Added |
| Lagoda Investment Management, L.P. | 2,414 | $881.0K | 0.41% | +50+2.1% | Added |
| Horiko Capital Management LLC | 2,410 | $880.0K | 0.37% | +540+28.9% | Added |
| Robertson Stephens Wealth Management, LLC | 2,410 | $879.0K | 0.11% | −125−4.9% | Reduced |
| Spotlight Asset Group, Inc. | 2,399 | $876.0K | 0.34% | −104−4.2% | Reduced |
| Donaldson Capital Management, LLC | 2,397 | $875.0K | 0.04% | −246−9.3% | Reduced |
| Provident Trust Co | 2,390 | $873.0K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 2,391 | $873.0K | 0.40% | +160+7.2% | Added |
| Buckley Wealth Management, LLC | 2,388 | $872.0K | 0.30% | −320−11.8% | Reduced |
| Bigelow Investment Advisors, LLC | 2,379 | $869.0K | 0.42% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,381 | $869.0K | 0.02% | +606+34.1% | Added |
| Great Valley Advisor Group, Inc. | 2,398 | $868.0K | 0.06% | −15−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 2,376 | $867.0K | 0.11% | −55−2.3% | Reduced |
| Lindbrook Capital, LLC | 2,368 | $865.0K | 0.19% | +19+0.8% | Added |
| Loveless Wealth Management LLC | 2,369 | $865.0K | 0.53% | +173+7.9% | Added |
| Benjamin Edwards Inc | 2,364 | $863.0K | 0.59% | −103−4.2% | Reduced |
| BancorpSouth Bank | 2,364 | $863.0K | 0.13% | +50+2.2% | Added |
| Fort Pitt Capital Group, LLC | 2,360 | $862.0K | 0.04% | +160+7.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,341 | $861.0K | 0.25% | +2+0.1% | Added |
| RFG Advisory, LLC | 2,356 | $860.0K | 0.08% | −193−7.6% | Reduced |
| CWS Financial Advisors, LLC | 2,349 | $858.0K | 0.34% | −11−0.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,350 | $858.0K | 0.38% | +45+2.0% | Added |
| Financial Consulate, Inc | 2,327 | $850.0K | 0.31% | +150+6.9% | Added |
| Bridgewater Advisors Inc. | 2,327 | $850.0K | 0.27% | +503+27.6% | Added |
| Financial Consulate Inc. | 2,327 | $850.0K | 0.31% | +2,327 | New |
| DSC Advisors, L.P. | 2,322 | $848.0K | 0.82% | −1,081−31.8% | Reduced |
| Prudent Man Advisors, LLC | 2,324 | $848.0K | 0.33% | +333+16.7% | Added |
| Schnieders Capital Management LLC | 2,311 | $844.0K | 0.23% | +1,020+79.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,306 | $842.0K | 0.21% | −25−1.1% | Reduced |
| Quantamental Technologies LLC | 2,305 | $842.0K | 0.74% | +2,305 | New |
| Werlinich Asset Management, LLC | 2,305 | $841.5K | 0.68% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,286 | $835.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,278 | $832.0K | 0.75% | +160+7.6% | Added |
| Eudaimonia Partners, LLC | 2,276 | $831.0K | 0.16% | +503+28.4% | Added |
| Resources Management Corp | 2,270 | $829.0K | 0.12% | +476+26.5% | Added |
| GoalVest Advisory LLC | 2,248 | $821.0K | 0.51% | +404+21.9% | Added |
| Baldwin Investment Management, LLC | 2,245 | $820.0K | 0.14% | 00.0% | Unchanged |
| LCNB Corp | 2,231 | $815.0K | 0.41% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,219 | $810.0K | 0.50% | +27+1.2% | Added |
| Calton & Associates, Inc. | 2,210 | $810.0K | 0.15% | +105+5.0% | Added |
| Invst, LLC | 2,089 | $809.0K | 0.13% | +2+0.1% | Added |
| Bessemer Securities LLC | 2,215 | $809.0K | 0.32% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,206 | $805.0K | 0.13% | +10+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 2,193 | $801.0K | 0.05% | +332+17.8% | Added |
| Mosaic Family Wealth, LLC | 2,191 | $800.0K | 0.23% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,191 | $800.0K | 0.03% | +154+7.6% | Added |
| Keebeck Alpha, LP | 2,186 | $798.0K | 0.28% | +629+40.4% | Added |
| Caxton Corp | 2,185 | $798.0K | 0.55% | +925+73.4% | Added |
| Paradigm Asset Management Co LLC | 2,185 | $797.7K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,181 | $796.0K | 0.30% | −374−14.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,178 | $795.0K | 0.47% | −98−4.3% | Reduced |
| Nikulski Financial, Inc. | 2,092 | $795.0K | 0.37% | +135+6.9% | Added |
| Financial Management Network Inc | 2,110 | $791.0K | 0.40% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,166 | $790.0K | 0.09% | −270−11.1% | Reduced |
| Covenant Multifamily Offices, LLC | 2,164 | $790.0K | 0.14% | +1,154+114.3% | Added |
| Plancorp, LLC | 2,153 | $786.0K | 0.06% | −35−1.6% | Reduced |
| Valmark Advisers, Inc. | 2,150 | $785.0K | 0.01% | +82+4.0% | Added |
| TFG Advisers LLC | 2,148 | $784.0K | 0.38% | +2+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,141 | $782.0K | 0.10% | −570−21.0% | Reduced |
| Providence Wealth Advisors, LLC | 2,072 | $780.0K | 0.53% | +35+1.7% | Added |
| Court Place Advisors, LLC | 2,127 | $777.0K | 0.23% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,127 | $777.0K | 0.07% | +51+2.5% | Added |
| E&G Advisors, LP | 0 | $775.0K | 0.21% | −2,048−100.0% | Reduced |
| Financial Architects, Inc | 2,117 | $773.0K | 0.11% | −3−0.1% | Reduced |
| First Horizon Corp | 2,115 | $772.0K | 0.07% | +80+3.9% | Added |
| American Investment Services, Inc. | 2,112 | $771.0K | 0.18% | +3+0.1% | Added |
| UBP Investment Advisors SA | 2,100 | $770.0K | 0.28% | +680+47.9% | Added |
| Cedar Brook Financial Partners, LLC | 2,103 | $768.0K | 0.22% | +21+1.0% | Added |
| Avantax Planning Partners, Inc. | 2,098 | $766.0K | 0.04% | −170−7.5% | Reduced |
| David J Yvars Group | 2,091 | $766.0K | 0.43% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,002 | $765.0K | 0.22% | −98−4.7% | Reduced |
| Baskin Financial Services Inc. | 2,087 | $762.0K | 0.07% | −72−3.3% | Reduced |
| Waterfront Wealth Inc. | 2,086 | $762.0K | 0.36% | +3+0.1% | Added |
| Private Capital Management LLC | 2,077 | $758.0K | 0.35% | +16+0.8% | Added |
| S&CO Inc | 2,066 | $754.0K | 0.06% | +870+72.7% | Added |
| St Germain D J Co Inc | 2,059 | $752.0K | 0.05% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 2,059 | $752.0K | 0.48% | +2,059 | New |
| Moloney Securities Asset Management, LLC | 2,055 | $750.0K | 0.14% | −57−2.7% | Reduced |
| Advisor Resource Council | 2,029 | $741.0K | 0.08% | +2,029 | New |
| Aberdeen Wealth Management LLC | 2,027 | $740.0K | 0.68% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,015 | $735.0K | 0.33% | +244+13.8% | Added |
| Total Clarity Wealth Management, Inc. | 2,010 | $734.0K | 0.41% | −225−10.1% | Reduced |
| Wealth Management Associates, Inc. | 2,007 | $732.8K | 0.42% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,000 | $730.0K | 0.35% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,980 | $728.0K | 0.27% | +79+4.2% | Added |
| Howard Wealth Management, LLC | 1,995 | $728.0K | 0.40% | +1+0.1% | Added |
| Legacy Financial Advisors, Inc. | 1,983 | $724.0K | 0.18% | −110−5.3% | Reduced |
| First Heartland Consultants, Inc. | 1,984 | $724.0K | 0.11% | +53+2.7% | Added |
| Golden State Equity Partners | 1,983 | $724.0K | 0.28% | +1,405+243.1% | Added |
| Detalus Advisors, LLC | 1,981 | $723.0K | 0.39% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,980 | $723.0K | 0.25% | +102+5.4% | Added |
| Accretive Wealth Partners, LLC | 1,966 | $718.0K | 0.52% | +144+7.9% | Added |
| Old Port Advisors | 1,835 | $717.0K | 0.26% | −109−5.6% | Reduced |
| Cardinal Strategic Wealth Guidance | 1,961 | $716.0K | 0.38% | −25−1.3% | Reduced |
| Trustmark National Bank Trust Department | 1,954 | $713.0K | 0.06% | −60−3.0% | Reduced |
| Perigon Wealth Management, LLC | 1,954 | $713.0K | 0.06% | +77+4.1% | Added |
| XTX Topco Ltd | 1,954 | $713.0K | 0.24% | +1,954 | New |
| Sadoff Investment Management LLC | 1,951 | $712.0K | 0.05% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,949 | $712.0K | 0.21% | −1−0.1% | Reduced |
| Arnhold LLC | 1,947 | $711.0K | 0.08% | 00.0% | Unchanged |