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
- 3,633
- −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
- 1,585 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 |
|---|---|---|---|---|---|
| Goodman Advisory Group, LLC | 1,295 | $647.1K | 0.17% | +134+11.5% | Added |
| Atala Financial Inc | 1,307 | $647.2K | 0.43% | +20+1.6% | Added |
| Raleigh Capital Management Inc. | 1,296 | $647.3K | 0.22% | +415+47.1% | Added |
| Chapin Davis, Inc. | 1,297 | $647.9K | 0.14% | +19+1.5% | Added |
| GW Henssler & Associates Ltd | 1,298 | $648.8K | 0.03% | +71+5.8% | Added |
| Commonwealth Financial Services, LLC | 1,299 | $649.1K | 0.10% | −14−1.1% | Reduced |
| Reflection Asset Management | 1,301 | $650.0K | 0.40% | +280+27.4% | Added |
| GSB Wealth Management, LLC | 1,306 | $652.6K | 0.15% | −20−1.5% | Reduced |
| Morris Retirement Advisors, LLC | 1,308 | $653.7K | 0.27% | +11+0.8% | Added |
| Fund Advisors of America Inc | 1,311 | $655.0K | 0.66% | −349−21.0% | Reduced |
| Green Square Capital Advisors LLC | 1,312 | $655.6K | 0.07% | +9+0.7% | Added |
| Cauble & Harre Wealth Management, Inc. | 1,312 | $655.8K | 0.52% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 1,327 | $655.9K | 0.16% | +2+0.2% | Added |
| Keb Asset Management, LLC | 1,314 | $656.6K | 0.13% | +783+147.5% | Added |
| Navellier & Associates Inc | 1,316 | $657.6K | 0.07% | −412−23.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 1,317 | $658.1K | 0.12% | +1,317 | New |
| BlackDiamond Wealth Management Inc. | 1,320 | $659.6K | 0.32% | −32−2.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,320 | $659.6K | 0.07% | +93+7.6% | Added |
| Keystone Financial Group | 1,321 | $660.1K | 0.05% | +144+12.2% | Added |
| Strategy Asset Managers LLC | 1,324 | $661.7K | 0.11% | −285−17.7% | Reduced |
| Moseley Investment Management Inc | 1,327 | $663.0K | 0.21% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,330 | $664.5K | 0.04% | +85+6.8% | Added |
| PSI Advisors, LLC | 1,332 | $665.5K | 0.16% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 1,332 | $665.7K | 0.14% | −51−3.7% | Reduced |
| Richard P Slaughter Associates Inc | 1,333 | $666.0K | 0.14% | −315−19.1% | Reduced |
| Coign Capital Advisors LLC | 1,333 | $666.0K | 0.35% | +46+3.6% | Added |
| Compass Capital Corp | 1,340 | $667.6K | 0.24% | −3−0.2% | Reduced |
| Morris Financial Concepts, Inc. | 1,336 | $667.6K | 0.23% | 00.0% | Unchanged |
| Viewpoint Investment Partners Corp | 1,300 | $669.2K | 0.31% | −25−1.9% | Reduced |
| GLR Partners, LLC | 1,340 | $669.5K | 0.37% | +1,340 | New |
| Midwest Financial Group LLC | 1,343 | $671.1K | 0.29% | +12+0.9% | Added |
| Wheelhouse Advisory Group LLC | 1,347 | $673.0K | 0.22% | −111−7.6% | Reduced |
| Matisse Capital | 1,347 | $673.0K | 0.29% | −6−0.4% | Reduced |
| Tuttle Tactical Management | 1,349 | $674.0K | 1.11% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 1,350 | $674.5K | 0.30% | −3,344−71.2% | Reduced |
| Midland Wealth Advisors LLC | 1,352 | $675.5K | 0.03% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,352 | $675.8K | 0.17% | −11−0.8% | Reduced |
| Fortem Financial Group, LLC | 1,353 | $676.0K | 0.17% | −80−5.6% | Reduced |
| Granite Investment Partners, LLC | 1,353 | $676.0K | 0.04% | 00.0% | Unchanged |
| Goldenstone Wealth Management LLC | 1,354 | $676.7K | 0.49% | +76+5.9% | Added |
| Greenspring Advisors, LLC | 1,355 | $677.1K | 0.04% | +57+4.4% | Added |
| Lowe Brockenbrough & Co Inc | 1,357 | $678.0K | 0.03% | −104−7.1% | Reduced |
| Expressive Wealth LLC | 1,380 | $678.8K | 0.65% | +31+2.3% | Added |
| Baron Wealth Management LLC | 1,359 | $679.2K | 0.20% | −129−8.7% | Reduced |
| Ashton Thomas Securities, LLC | 1,355 | $680.5K | 0.09% | +129+10.5% | Added |
| Sun Financial Inc | 1,391 | $681.7K | 0.34% | −48−3.3% | Reduced |
| Seascape Capital Management | 1,364 | $682.0K | 0.20% | −100−6.8% | Reduced |
| Argyle Capital Partners, LLC | 1,369 | $684.1K | 0.49% | +92+7.2% | Added |
| OneAscent Investment Solutions LLC | 1,371 | $685.0K | 0.69% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,374 | $686.6K | 0.14% | −417−23.3% | Reduced |
| Wellington Shields & Co., LLC | 1,379 | $689.0K | 0.18% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,379 | $689.2K | 0.14% | −206−13.0% | Reduced |
| Baskin Financial Services Inc. | 1,380 | $690.0K | 0.06% | 00.0% | Unchanged |
| Manske Wealth Management | 1,382 | $690.5K | 0.19% | +75+5.7% | Added |
| First Business Financial Services, Inc. | 1,382 | $690.5K | 0.06% | +499+56.5% | Added |
| Tarbox Family Office, Inc. | 1,383 | $691.0K | 0.11% | −320−18.8% | Reduced |
| Monograph Wealth Advisors, LLC | 1,391 | $695.0K | 0.07% | +988+245.2% | Added |
| Rice Partnership, LLC | 1,393 | $696.0K | 0.10% | 00.0% | Unchanged |
| Andrews Advisory Associates, LLC | 1,396 | $697.5K | 0.37% | +89+6.8% | Added |
| Talbot Financial, LLC | 1,396 | $697.6K | 0.06% | −18,306−92.9% | Reduced |
| Outlook Wealth Advisors, LLC | 1,397 | $698.1K | 0.17% | −3−0.2% | Reduced |
| Intact Investment Management Inc. | 1,400 | $699.5K | 0.02% | 00.0% | Unchanged |
| Montis Financial, LLC | 1,404 | $701.6K | 0.15% | +53+3.9% | Added |
| Sentinel Trust Co Lba | 1,404 | $702.0K | 0.07% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,405 | $702.0K | 0.08% | +37+2.7% | Added |
| Plan A Wealth LLC | 1,406 | $702.5K | 0.34% | +72+5.4% | Added |
| Riverbend Wealth Management, LLC | 1,407 | $702.9K | 0.44% | −260−15.6% | Reduced |
| LRI Investments, LLC | 1,410 | $704.3K | 0.06% | −836−37.2% | Reduced |
| RM Financial Services, LLC | 1,411 | $705.0K | 0.61% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,412 | $705.5K | 0.22% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 1,413 | $706.0K | 0.06% | −26,646−95.0% | Reduced |
| Magnus Financial Group LLC | 1,415 | $706.9K | 0.06% | −40−2.7% | Reduced |
| ZWJ Investment Counsel Inc | 1,420 | $709.5K | 0.03% | +99+7.5% | Added |
| Traynor Capital Management, Inc. | 1,436 | $709.5K | 0.04% | −97−6.3% | Reduced |
| Tributary Capital Management, LLC | 1,420 | $709.5K | 0.07% | −35−2.4% | Reduced |
| Consilium Wealth Advisory, LLC | 1,421 | $709.9K | 0.24% | −217−13.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,424 | $711.7K | 0.21% | 00.0% | Unchanged |
| JT Stratford LLC | 1,430 | $714.5K | 0.09% | −51−3.4% | Reduced |
| Revisor Wealth Management LLC | 1,434 | $716.6K | 0.20% | +33+2.4% | Added |
| Stonebridge Financial Group, LLC | 1,434 | $716.7K | 0.60% | −12−0.8% | Reduced |
| Latitude Advisors, LLC | 1,440 | $719.3K | 0.33% | −182−11.2% | Reduced |
| Colonial Trust Co | 1,440 | $719.6K | 0.10% | +43+3.1% | Added |
| SPWM Advisors LLC | 1,440 | $719.9K | 0.62% | −216−13.0% | Reduced |
| Sierra Capital LLC | 1,440 | $720.0K | 0.08% | −2,663−64.9% | Reduced |
| Diligent Investors, LLC | 1,441 | $720.2K | 0.18% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 1,444 | $721.9K | 0.30% | +141+10.8% | Added |
| Fideuram Asset Management (Ireland) dac | 1,349 | $722.2K | 0.09% | −12,056−89.9% | Reduced |
| Madison Asset Management, LLC | 1,447 | $723.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,448 | $723.5K | 0.02% | −57−3.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,450 | $724.4K | 0.47% | +10+0.7% | Added |
| Community Bank, N.A. | 1,450 | $724.5K | 0.09% | −75−4.9% | Reduced |
| Red Door Wealth Management, LLC | 1,451 | $725.2K | 0.08% | +95+7.0% | Added |
| SFMG, LLC | 1,452 | $725.4K | 0.05% | −30−2.0% | Reduced |
| Allen Capital Group, LLC | 1,454 | $726.5K | 0.07% | −203−12.3% | Reduced |
| State of Wyoming | 1,456 | $727.5K | 0.09% | −3,619−71.3% | Reduced |
| Van Hulzen Asset Management, LLC | 1,459 | $728.8K | 0.05% | +1,043+250.7% | Added |
| TSG Advice Partners, LLC | 1,461 | $730.0K | 0.11% | −17−1.2% | Reduced |
| Saiph Capital, LLC | 1,461 | $730.1K | 0.28% | +32+2.2% | Added |
| Wedge Capital Management L L P | 1,463 | $731.0K | 0.01% | +193+15.2% | Added |
| Diversified Management Inc | 1,464 | $731.5K | 0.13% | +391+36.4% | Added |