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 |
|---|---|---|---|---|---|
| Horiko Capital Management LLC | 1,130 | $564.6K | 0.13% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,132 | $565.2K | 0.17% | +15+1.3% | Added |
| Nicholas Investment Partners, LP | 1,132 | $565.6K | 0.04% | −149−11.6% | Reduced |
| Breakwater Capital Group | 1,132 | $565.6K | 0.08% | −7−0.6% | Reduced |
| Zullo Investment Group, Inc. | 1,134 | $566.6K | 0.22% | +20+1.8% | Added |
| Betterment LLC | 1,135 | $567.0K | 0.00% | +168+17.4% | Added |
| Counterpoint Mutual Funds LLC | 1,136 | $567.6K | 0.09% | +630+124.5% | Added |
| Financial Advisory Service, Inc. | 1,137 | $567.9K | 0.04% | −196−14.7% | Reduced |
| Sherman Asset Management, Inc. | 1,137 | $568.0K | 0.52% | 00.0% | Unchanged |
| First Interstate Bank | 1,139 | $569.1K | 0.03% | −280−19.7% | Reduced |
| Flagstone Financial Management | 1,140 | $569.6K | 0.14% | +50+4.6% | Added |
| Retirement Planning Group | 1,141 | $570.2K | 0.02% | +107+10.3% | Added |
| Trueblood Wealth Management, LLC | 1,142 | $570.6K | 0.22% | −44−3.7% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 1,142 | $570.6K | 0.54% | +1,142 | New |
| Patrick M Sweeney & Associates, Inc | 1,142 | $570.7K | 0.37% | 00.0% | Unchanged |
| Mason & Associates Inc | 1,158 | $572.3K | 0.11% | +170+17.2% | Added |
| Simon Quick Advisors, LLC | 1,146 | $572.5K | 0.03% | −593−34.1% | Reduced |
| Financial Perspectives, Inc | 1,147 | $572.9K | 0.16% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 1,147 | $573.1K | 0.07% | 00.0% | Unchanged |
| Generation Capital Management LLC | 1,147 | $573.1K | 0.42% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,100 | $573.4K | 0.04% | +70+6.8% | Added |
| Warren Street Wealth Advisors, LLC | 1,153 | $576.1K | 0.15% | +53+4.8% | Added |
| Citadel Investment Advisory, Inc. | 1,155 | $577.0K | 0.28% | 00.0% | Unchanged |
| Somerset Trust Co | 1,157 | $578.1K | 0.18% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 1,160 | $579.1K | 0.22% | +2+0.2% | Added |
| TCFG Investment Advisors, LLC | 1,160 | $579.1K | 0.22% | +1,160 | New |
| Meadowbrook Wealth Management, LLC | 1,160 | $579.6K | 0.77% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,160 | $580.0K | 0.19% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,160 | $580.1K | 0.16% | +55+5.0% | Added |
| Ascension Capital Advisors, Inc. | 1,161 | $580.1K | 0.18% | +506+77.3% | Added |
| Quadrant Private Wealth Management, LLC | 1,162 | $580.6K | 0.09% | +2+0.2% | Added |
| EJMK Ventures LLC | 1,162 | $580.6K | 0.32% | −293−20.1% | Reduced |
| Park Capital Management, LLC | 1,165 | $582.1K | 0.57% | −157−11.9% | Reduced |
| Mainstream Capital Management LLC | 1,165 | $582.1K | 0.39% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 1,166 | $582.6K | 0.04% | −52−4.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,169 | $584.1K | 0.08% | −7−0.6% | Reduced |
| Park National Corp | 1,170 | $584.6K | 0.02% | +100+9.3% | Added |
| GDS Wealth Management | 1,175 | $587.1K | 0.04% | +33+2.9% | Added |
| New Covenant Trust Company, N.A. | 1,175 | $587.1K | 0.52% | +137+13.2% | Added |
| Boyd Watterson Asset Management LLC | 1,176 | $587.6K | 0.18% | +80+7.3% | Added |
| Haven Private, LLC | 1,176 | $587.6K | 0.26% | −11−0.9% | Reduced |
| Passive Capital Management, LLC. | 1,177 | $588.1K | 0.18% | −64−5.2% | Reduced |
| Berkshire Asset Management LLC | 1,186 | $592.7K | 0.03% | −49−4.0% | Reduced |
| Lakeshore Capital Group, Inc. | 1,187 | $593.1K | 0.48% | +17+1.5% | Added |
| Vega Investment Solutions | 1,187 | $593.1K | 0.14% | −686−36.6% | Reduced |
| Dutch Asset Corp | 1,187 | $593.6K | 0.40% | +242+25.6% | Added |
| Alliance Wealth Advisors, LLC | 1,190 | $594.6K | 0.28% | +3+0.3% | Added |
| Jackson Hole Capital Partners, LLC | 1,191 | $595.2K | 0.10% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,193 | $596.1K | 0.02% | +34+2.9% | Added |
| HMV Wealth Advisors, LLC | 1,194 | $596.6K | 0.28% | −128−9.7% | Reduced |
| Exchange Bank | 1,194 | $596.6K | 0.41% | −27−2.2% | Reduced |
| Boothbay Fund Management, LLC | 1,198 | $598.6K | 0.01% | +486+68.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 1,200 | $599.6K | 0.01% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,200 | $599.6K | 0.11% | +300+33.3% | Added |
| Strathmore Capital Advisors, Inc. | 1,191 | $600.5K | 0.17% | +7+0.6% | Added |
| Jericho Financial, LLP | 1,208 | $603.4K | 0.38% | −491−28.9% | Reduced |
| Forum Financial Management, LP | 1,214 | $606.5K | 0.01% | −3,878−76.2% | Reduced |
| Rede Wealth, LLC | 1,215 | $607.0K | 0.22% | +1+0.1% | Added |
| Invenio Wealth Partners LLC | 1,216 | $607.6K | 0.24% | −264−17.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,217 | $608.4K | 0.54% | −4,019−76.8% | Reduced |
| US Asset Management LLC | 1,219 | $609.1K | 0.53% | −8−0.7% | Reduced |
| Charter Oak Capital Management, LLC | 1,223 | $611.2K | 0.05% | +5+0.4% | Added |
| Verum Partners LLC | 1,225 | $612.0K | 0.12% | +142+13.1% | Added |
| Matrix Trust Co | 1,226 | $613.0K | 0.10% | +247+25.2% | Added |
| 49 Wealth Management, LLC | 1,227 | $613.0K | 0.05% | +430+54.0% | Added |
| TruWealth Advisors, LLC | 1,228 | $613.7K | 0.03% | −21−1.7% | Reduced |
| Balentine LLC | 1,231 | $615.1K | 0.02% | +353+40.2% | Added |
| Continental Investors Services, Inc. | 1,236 | $615.2K | 0.58% | +87+7.6% | Added |
| NorthStar Asset Management LLC | 1,233 | $616.0K | 0.30% | −75−5.7% | Reduced |
| Connective Portfolio Management, LLC | 1,235 | $617.1K | 1.67% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1,233 | $618.2K | 0.39% | +21+1.7% | Added |
| Clare Market Investments LLC | 1,238 | $618.3K | 0.13% | +1,238 | New |
| Planning Alternatives Ltd | 1,239 | $619.1K | 0.08% | +500+67.7% | Added |
| Foster & Motley Inc | 1,240 | $620.0K | 0.03% | +79+6.8% | Added |
| Parthenon LLC | 1,243 | $621.1K | 0.07% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 1,243 | $621.2K | 0.19% | −87−6.5% | Reduced |
| Parcion Private Wealth LLC | 1,246 | $622.6K | 0.04% | −45−3.5% | Reduced |
| Proathlete Wealth Management LLC | 1,248 | $624.2K | 0.17% | −90−6.7% | Reduced |
| LifeSteps Financial, Inc. | 1,251 | $625.0K | 0.40% | −6−0.5% | Reduced |
| Gerber, LLC | 1,255 | $627.1K | 0.35% | +7+0.6% | Added |
| MOR Wealth Management, LLC | 1,256 | $627.6K | 0.29% | +83+7.1% | Added |
| First Command Advisory Services, Inc. | 1,257 | $628.1K | 0.00% | −41−3.2% | Reduced |
| Triangle Securities Wealth Management | 1,257 | $628.1K | 0.14% | −4−0.3% | Reduced |
| NTV Asset Management LLC | 1,258 | $628.6K | 0.07% | −123−8.9% | Reduced |
| Nordwand Advisors, LLC | 1,260 | $629.6K | 0.11% | −100−7.4% | Reduced |
| Essex LLC | 1,263 | $631.1K | 0.11% | +2+0.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,265 | $632.1K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,269 | $634.1K | 0.09% | +1,269 | New |
| Baker Tilly Wealth Management, LLC | 1,270 | $634.6K | 0.15% | −337−21.0% | Reduced |
| Cardiff Park Advisors, LLC | 1,272 | $635.6K | 0.05% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 1,283 | $635.7K | 0.31% | −35−2.7% | Reduced |
| Tradition Wealth Management, LLC | 1,272 | $635.8K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,276 | $637.6K | 0.09% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,277 | $638.0K | 0.31% | +22+1.8% | Added |
| KG&L Capital Management,LLC | 1,280 | $639.4K | 0.46% | −2,423−65.4% | Reduced |
| Wealth Architects, LLC | 1,282 | $640.8K | 0.06% | −17−1.3% | Reduced |
| 55 North Private Wealth, LLC | 1,283 | $641.1K | 0.16% | +17+1.3% | Added |
| Van Diest Capital, LLC | 1,288 | $643.6K | 0.51% | +86+7.2% | Added |
| Power Wealth Management LLC | 1,291 | $644.8K | 0.24% | −66−4.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,291 | $645.1K | 0.18% | 00.0% | Unchanged |