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; 3,634 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, Q1 2026
Institutional positions in Mastercard Inc as of Mar 31, 2026. 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
- 3,634
- −48 vs. Q4 2025
- Shares held
- 768.6M
- +397.6K (+0.1%) vs. Q4 2025
- Total value
- $383.8B
- −$13.0B (−3.3%) vs. Q4 2025
- New holders
- 184
- 1,394 more added
- Sold out
- 232
- 1,586 more reduced
60 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 3,634 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vision Capital Management, Inc. | 869 | $434.2K | 0.05% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 870 | $434.7K | 0.18% | +18+2.1% | Added |
| Eads & Heald Wealth Management | 872 | $435.7K | 0.22% | −20−2.2% | Reduced |
| Frederick Financial Consultants, LLC | 874 | $436.5K | 0.22% | −382−30.4% | Reduced |
| Philip James Wealth Mangement, LLC | 874 | $436.7K | 0.05% | −64−6.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 875 | $437.2K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 876 | $437.7K | 0.04% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 841 | $438.4K | 0.20% | −4−0.5% | Reduced |
| Benin Management CORP | 878 | $438.7K | 0.10% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 881 | $440.2K | 0.17% | +138+18.6% | Added |
| Sigma Investment Counselors Inc | 882 | $440.5K | 0.02% | −25−2.8% | Reduced |
| SNS Financial Group, LLC | 884 | $441.5K | 0.04% | +236+36.4% | Added |
| Silver Grove Financial Group, Inc. | 886 | $442.8K | 0.36% | +886 | New |
| Coastal Investment Advisors, Inc. | 887 | $443.3K | 0.15% | +14+1.6% | Added |
| Quantessence Capital LLC | 888 | $443.7K | 2.16% | +888 | New |
| Consilio Wealth Advisors, LLC | 888 | $443.8K | 0.13% | −49−5.2% | Reduced |
| Hunter Associates Investment Management LLC | 904 | $444.0K | 0.06% | −3−0.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 889 | $444.3K | 0.19% | −18−2.0% | Reduced |
| apricus wealth, LLC | 891 | $445.2K | 0.22% | −40−4.3% | Reduced |
| Morton Capital Management LLC | 892 | $445.5K | 0.07% | +85+10.5% | Added |
| Townsend Asset Management Corp | 892 | $445.5K | 0.16% | +212+31.2% | Added |
| Legacy Capital Group California, Inc. | 892 | $445.7K | 0.17% | −276−23.6% | Reduced |
| Heffernan Advisory, Inc | 894 | $446.7K | 0.41% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 898 | $448.6K | 0.01% | +62+7.4% | Added |
| Summit Wealth Group LLC | 898 | $448.7K | 0.05% | +468+108.8% | Added |
| Illumine Investment Management, LLC | 902 | $450.7K | 0.35% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 904 | $451.6K | 0.17% | −52−5.4% | Reduced |
| Connecticut Capital Management Group, LLC | 906 | $452.7K | 0.43% | −18−1.9% | Reduced |
| Bedel Financial Consulting, Inc. | 908 | $453.6K | 0.05% | +1+0.1% | Added |
| Hudock, Inc. | 908 | $454.1K | 0.07% | +1+0.1% | Added |
| Navalign, LLC | 909 | $454.2K | 0.11% | 00.0% | Unchanged |
| BankPlus Trust Department | 909 | $454.2K | 0.12% | 00.0% | Unchanged |
| Hartmann Taylor Wealth Management, LLC | 909 | $454.2K | 0.30% | +1+0.1% | Added |
| Endeavor Private Wealth, Inc. | 910 | $454.6K | 0.13% | −5−0.5% | Reduced |
| Pembroke Management, LTD | 911 | $455.2K | 0.07% | −44−4.6% | Reduced |
| Optimize Financial Inc | 912 | $455.7K | 0.22% | +912 | New |
| Symphony Financial Services, Inc. | 918 | $458.8K | 0.24% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 919 | $459.2K | 0.19% | +45+5.1% | Added |
| Dala Group, LLC | 920 | $459.8K | 0.38% | −1,576−63.1% | Reduced |
| Noesis Capital Mangement Corp | 926 | $462.9K | 0.07% | −210−18.5% | Reduced |
| 4WEALTH Advisors, Inc. | 939 | $464.1K | 0.40% | +89+10.5% | Added |
| Verus Capital Partners, LLC | 929 | $464.4K | 0.03% | −17−1.8% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 930 | $464.5K | 0.30% | +188+25.3% | Added |
| Financial Advisors Network, Inc. | 930 | $464.7K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 930 | $464.7K | 0.03% | −125−11.8% | Reduced |
| Nemes Rush Group LLC | 930 | $464.7K | 0.04% | −21−2.2% | Reduced |
| Private Client Services, LLC | 931 | $465.3K | 0.14% | +24+2.6% | Added |
| Signet Private Wealth LLC | 933 | $466.3K | 0.45% | −167−15.2% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 934 | $466.9K | 0.21% | +116+14.2% | Added |
| Valued Retirements, Inc. | 936 | $467.7K | 0.46% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 936 | $467.7K | 0.05% | +4+0.4% | Added |
| Oak Harbor Wealth Partners, LLC | 937 | $468.2K | 0.11% | −46−4.7% | Reduced |
| Tobias Financial Advisors, Inc. | 938 | $468.5K | 0.07% | −316−25.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 939 | $469.0K | 0.02% | −1,445−60.6% | Reduced |
| Heritage Oak Wealth Advisors LLC | 941 | $470.2K | 0.15% | +38+4.2% | Added |
| Retirement Planning Co of New England, Inc. | 942 | $470.6K | 0.19% | +401+74.1% | Added |
| EdgeRock Capital LLC | 944 | $470.8K | 0.13% | +31+3.4% | Added |
| MBE Wealth Management, LLC | 943 | $471.2K | 0.20% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 945 | $472.2K | 0.24% | 00.0% | Unchanged |
| Verity & Verity, LLC | 945 | $472.2K | 0.04% | +45+5.0% | Added |
| Trilogy Capital Inc. | 945 | $472.2K | 0.02% | +81+9.4% | Added |
| CWS Financial Advisors, LLC | 946 | $472.6K | 0.12% | −510−35.0% | Reduced |
| denkapparat Operations GmbH | 946 | $472.7K | 0.20% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 948 | $473.7K | 0.14% | −1,079−53.2% | Reduced |
| Coerente Capital Management | 950 | $474.7K | 0.09% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 954 | $476.7K | 0.07% | −1,528−61.6% | Reduced |
| Crews Bank & Trust | 955 | $477.2K | 0.07% | −30−3.0% | Reduced |
| Banco BTG Pactual S.A. | 957 | $478.2K | 0.09% | −9,688−91.0% | Reduced |
| Oakmont Investment Advisors, Inc. | 957 | $478.4K | 0.44% | −32−3.2% | Reduced |
| Eurizon SLJ Capital Ltd | 958 | $478.7K | 0.23% | −390−28.9% | Reduced |
| Stewardship Advisors, LLC | 958 | $478.7K | 0.11% | −34−3.4% | Reduced |
| VELA Investment Management, LLC | 958 | $478.7K | 0.12% | +958 | New |
| Lewis Asset Management, LLC | 958 | $478.8K | 0.20% | +92+10.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 960 | $479.7K | 0.28% | 00.0% | Unchanged |
| Private Advisory Group LLC | 961 | $480.2K | 0.03% | −1,421−59.7% | Reduced |
| Magnolia Private Wealth, LLC | 962 | $480.7K | 0.32% | −8−0.8% | Reduced |
| DLK Investment Management, LLC | 965 | $482.2K | 0.19% | 00.0% | Unchanged |
| Motive Wealth Advisors | 966 | $482.7K | 0.23% | −37−3.7% | Reduced |
| Sage Rhino Capital LLC | 966 | $482.7K | 0.09% | −25−2.5% | Reduced |
| Stonekeep Investments, LLC | 967 | $483.2K | 0.31% | +250+34.9% | Added |
| Covestor Ltd | 970 | $485.0K | 0.34% | −130−11.8% | Reduced |
| Piedmont Capital Management, LLC | 971 | $485.2K | 0.32% | −13−1.3% | Reduced |
| Delta Investment Management, LLC | 972 | $485.7K | 0.09% | −11−1.1% | Reduced |
| Severin Investments, LLC | 973 | $486.1K | 0.42% | +973 | New |
| Wilkins Investment Counsel Inc | 975 | $487.2K | 0.07% | 00.0% | Unchanged |
| J. Goldman & Co LP | 976 | $487.7K | 0.02% | +976 | New |
| KFG Wealth Management, LLC | 976 | $487.8K | 0.06% | −15−1.5% | Reduced |
| Highland Capital Management, LLC | 977 | $488.2K | 0.03% | −7,713−88.8% | Reduced |
| Fourth Dimension Wealth, LLC | 982 | $490.7K | 0.19% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 1,000 | $491.6K | 0.86% | 00.0% | Unchanged |
| Northstar Group, Inc. | 984 | $491.8K | 0.07% | +7+0.7% | Added |
| WESPAC Advisors, LLC | 986 | $492.7K | 0.27% | −139−12.4% | Reduced |
| Intrua Financial, LLC | 988 | $493.9K | 0.05% | +19+2.0% | Added |
| Ipswich Investment Management Co., Inc. | 989 | $494.2K | 0.12% | +33+3.5% | Added |
| Wulff, Hansen & Co. | 980 | $494.7K | 0.51% | +105+12.0% | Added |
| Wealthedge Investment Advisors, LLC | 992 | $495.8K | 0.18% | +402+68.1% | Added |
| Marble Wealth, LLC | 993 | $496.0K | 0.09% | −1,334−57.3% | Reduced |
| Ibex Wealth Advisors | 993 | $496.0K | 0.05% | −13,116−93.0% | Reduced |
| Clarity Wealth Development LLC | 993 | $496.0K | 0.40% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 995 | $497.2K | 0.09% | −581−36.9% | Reduced |