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 |
|---|---|---|---|---|---|
| Invariant Investment Management | 1,653 | $832.4K | 0.51% | +87+5.6% | Added |
| Carr Financial Group Corp | 1,674 | $836.6K | 0.22% | +8+0.5% | Added |
| Glass Wealth Management Co LLC | 1,675 | $836.9K | 0.32% | +235+16.3% | Added |
| Bigelow Investment Advisors, LLC | 1,678 | $838.4K | 0.34% | +67+4.2% | Added |
| Auxano Advisors, LLC | 1,679 | $839.1K | 0.17% | −43−2.5% | Reduced |
| Portland Investment Counsel Inc. | 1,682 | $840.4K | 0.27% | +319+23.4% | Added |
| Aberdeen Wealth Management LLC | 1,686 | $842.2K | 0.38% | 00.0% | Unchanged |
| Eagle Wealth Advisors LLC | 1,687 | $842.9K | 0.78% | −877−34.2% | Reduced |
| Concentric Capital Strategies, LP | 1,688 | $843.4K | 0.07% | −6,506−79.4% | Reduced |
| Birch Financial Group, LLC | 1,689 | $844.0K | 0.49% | −134−7.4% | Reduced |
| BankChampaign, National Association | 1,691 | $844.9K | 0.84% | −228−11.9% | Reduced |
| Cache Advisors, LLC | 1,695 | $846.9K | 0.10% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,699 | $848.9K | 0.20% | −24−1.4% | Reduced |
| SkyOak Wealth, LLC | 1,700 | $849.4K | 0.16% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,703 | $850.9K | 0.17% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 1,703 | $850.9K | 0.41% | +60+3.7% | Added |
| Lantz Financial LLC | 1,705 | $851.9K | 0.18% | −49−2.8% | Reduced |
| Pines Wealth Management, LLC | 1,705 | $851.9K | 0.28% | −258−13.1% | Reduced |
| Monument Capital Management | 1,707 | $852.9K | 0.21% | −258−13.1% | Reduced |
| Park Edge Advisors, LLC | 1,710 | $854.4K | 0.20% | −1,433−45.6% | Reduced |
| Perfromance Wealth Partners, LLC | 1,710 | $854.4K | 0.02% | −196−10.3% | Reduced |
| Old Port Advisors | 1,713 | $855.8K | 0.20% | +62+3.8% | Added |
| Hara Capital LLC | 1,713 | $855.9K | 0.43% | 00.0% | Unchanged |
| Samara Investment Management, LLC | 1,719 | $858.9K | 0.89% | +1,719 | New |
| Stonebrook Private Inc. | 1,720 | $859.6K | 0.18% | −180−9.5% | Reduced |
| Bingham Private Wealth, LLC | 1,725 | $861.9K | 0.68% | −724−29.6% | Reduced |
| Summa Corp. | 1,725 | $861.9K | 0.36% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 1,727 | $863.1K | 0.10% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,728 | $863.5K | 0.32% | −54−3.0% | Reduced |
| Great Diamond Partners, LLC | 1,733 | $865.9K | 0.17% | −53−3.0% | Reduced |
| TritonPoint Partners, LLC | 1,736 | $867.4K | 0.32% | −74−4.1% | Reduced |
| Costello Asset Management, INC | 1,737 | $867.9K | 0.30% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,739 | $868.9K | 0.02% | −136−7.3% | Reduced |
| Silicon Valley Capital Partners | 1,739 | $869.0K | 0.09% | +20+1.2% | Added |
| Green Harvest Asset Management LLC | 1,739 | $869.1K | 0.01% | +135+8.4% | Added |
| Argos Wealth Advisors, LLC | 1,742 | $870.4K | 0.25% | +29+1.7% | Added |
| PAX Financial Group, LLC | 1,745 | $871.9K | 0.15% | −118−6.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,722 | $872.2K | 0.19% | +176+11.4% | Added |
| Webster Bank, N. A. | 1,746 | $872.4K | 0.08% | −130−6.9% | Reduced |
| McLean Asset Management Corp | 1,747 | $872.8K | 0.15% | −65−3.6% | Reduced |
| Evermay Wealth Management LLC | 1,748 | $873.4K | 0.10% | +6+0.3% | Added |
| Inscription Capital, LLC | 1,749 | $874.0K | 0.09% | −99−5.4% | Reduced |
| Fire Capital Management LLC | 1,751 | $874.9K | 0.41% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,752 | $875.5K | 0.05% | −71−3.9% | Reduced |
| Lazari Capital Management, Inc. | 1,754 | $876.5K | 0.30% | −14−0.8% | Reduced |
| Values Added Financial LLC | 1,756 | $877.4K | 0.37% | +57+3.4% | Added |
| Secured Retirement Advisors, LLC | 1,757 | $877.7K | 0.50% | −1,942−52.5% | Reduced |
| Range Advisory, LLC | 1,758 | $878.2K | 0.16% | +651+58.8% | Added |
| Nilsine Partners, LLC | 1,742 | $882.4K | 0.07% | −1,064−37.9% | Reduced |
| Strategic Financial Services, Inc, | 1,772 | $885.4K | 0.04% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 1,774 | $886.0K | 0.39% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 1,776 | $887.3K | 1.00% | −149−7.7% | Reduced |
| Trustmark National Bank Trust Department | 1,778 | $888.4K | 0.06% | −582−24.7% | Reduced |
| Ticino Wealth | 1,586 | $888.7K | 0.31% | −102−6.0% | Reduced |
| Cadinha & Co LLC | 1,780 | $889.4K | 0.17% | +13+0.7% | Added |
| Genesis Private Wealth, LLC | 1,780 | $889.4K | 0.28% | −66−3.6% | Reduced |
| Arcus Capital Partners, LLC | 1,782 | $890.5K | 0.32% | +45+2.6% | Added |
| Newport Capital Group, LLC | 1,784 | $891.3K | 0.54% | +28+1.6% | Added |
| Brandywine Managers, LLC | 1,785 | $891.9K | 0.52% | 00.0% | Unchanged |
| Navigation Group, LLC | 1,785 | $892.0K | 0.21% | +1,785 | New |
| Cidel Asset Management Inc | 1,791 | $894.9K | 0.05% | +525+41.5% | Added |
| FLC Capital Advisors | 1,791 | $894.9K | 0.16% | +227+14.5% | Added |
| Clarendon Private LLC | 1,794 | $896.4K | 0.69% | −868−32.6% | Reduced |
| Fred Alger Management, LLC | 1,794 | $896.4K | 0.00% | −137−7.1% | Reduced |
| Alpine Bank Wealth Management | 1,796 | $897.4K | 0.13% | +60+3.5% | Added |
| Augustine Asset Management Inc | 1,800 | $899.4K | 0.20% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,803 | $900.9K | 0.65% | −666−27.0% | Reduced |
| Salomon & Ludwin, LLC | 1,826 | $901.0K | 0.08% | −142−7.2% | Reduced |
| Aristides Capital LLC | 1,808 | $903.4K | 0.30% | +348+23.8% | Added |
| Strategic Wealth Partners, Ltd. | 1,810 | $904.6K | 0.06% | −7−0.4% | Reduced |
| LCNB Corp | 1,817 | $907.9K | 0.31% | −1−0.1% | Reduced |
| IMA Wealth, Inc. | 1,819 | $908.9K | 0.09% | +1+0.1% | Added |
| E&G Advisors, LP | 1,822 | $910.4K | 0.20% | +9+0.5% | Added |
| Sterling Investment Counsel, LLC | 1,822 | $910.4K | 0.26% | −28−1.5% | Reduced |
| Northstar Financial Companies, Inc. | 1,828 | $913.2K | 0.73% | −95−4.9% | Reduced |
| Laurel Oak Wealth Management, LLC | 1,828 | $913.4K | 0.15% | −146−7.4% | Reduced |
| Rossby Financial, LCC | 1,862 | $915.2K | 0.19% | +492+35.9% | Added |
| Nvest Financial, LLC | 1,837 | $917.8K | 0.34% | +340+22.7% | Added |
| Peoples Bank | 1,837 | $917.9K | 0.92% | −65−3.4% | Reduced |
| Shufro Rose & Co LLC | 1,840 | $919.1K | 0.06% | −130−6.6% | Reduced |
| Sandbox Financial Partners, LLC | 1,840 | $919.4K | 0.26% | −47−2.5% | Reduced |
| Berkshire Bank | 1,843 | $920.9K | 0.19% | −130−6.6% | Reduced |
| Brady Family Wealth, LLC | 1,849 | $923.9K | 0.29% | 00.0% | Unchanged |
| New Capital Management LP | 1,855 | $926.9K | 0.23% | −78−4.0% | Reduced |
| Annex Advisory Services, LLC | 1,855 | $927.3K | 0.02% | −16−0.9% | Reduced |
| Canal Capital Management, LLC | 1,858 | $928.2K | 0.13% | −8−0.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,853 | $928.2K | 0.58% | −276−13.0% | Reduced |
| Southern Michigan Bank & Trust | 1,860 | $929.4K | 0.36% | +1,860 | New |
| Whelan Financial | 1,861 | $929.6K | 0.29% | +119+6.8% | Added |
| Johnson & White Wealth Management, LLC | 1,862 | $930.3K | 0.39% | −35−1.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,862 | $930.4K | 0.17% | +640+52.4% | Added |
| Caxton Associates LLP | 1,867 | $932.9K | 0.02% | +1,867 | New |
| Heritage Family Offices, LLP | 1,867 | $932.9K | 0.41% | −359−16.1% | Reduced |
| Howard Wealth Management, LLC | 1,873 | $935.9K | 0.39% | 00.0% | Unchanged |
| South Shore Capital Advisors | 1,874 | $936.2K | 0.68% | +151+8.8% | Added |
| Armis Advisers, LLC | 1,909 | $936.8K | 0.09% | −93−4.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,879 | $939.4K | 0.08% | −9,565−83.6% | Reduced |
| Strategic Investment Advisors | 1,885 | $939.6K | 0.06% | +277+17.2% | Added |
| Traphagen Investment Advisors LLC | 1,884 | $941.1K | 0.08% | −23−1.2% | Reduced |
| August Group Capital Ltd | 1,889 | $943.4K | 1.10% | −686−26.6% | Reduced |