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, 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 | 3,633 | $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, 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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 3,005 | $1.50M | 0.05% | −157−5.0% | Reduced |
| Howard Capital Management Inc. | 3,013 | $1.51M | 0.02% | −3,152−51.1% | Reduced |
| Trust Investment Advisors | 3,016 | $1.51M | 0.88% | −85−2.7% | Reduced |
| Private Capital Management, LLC | 3,016 | $1.51M | 0.15% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 3,018 | $1.51M | 0.62% | −1,125−27.2% | Reduced |
| Hamilton Capital, LLC | 3,021 | $1.51M | 0.08% | −94−3.0% | Reduced |
| MMBG Investment Advisors Co. | 3,030 | $1.51M | 0.14% | 00.0% | Unchanged |
| Capital Counsel LLC | 3,038 | $1.52M | 0.06% | −100−3.2% | Reduced |
| HMS Capital Management, LLC | 3,041 | $1.52M | 0.59% | −214−6.6% | Reduced |
| Intelligence Driven Advisers, LLC | 3,046 | $1.52M | 0.27% | −1,767−36.7% | Reduced |
| Acumen Wealth Advisors, LLC | 3,050 | $1.52M | 0.41% | +2,891+1,818.2% | Added |
| Algert Global LLC | 3,051 | $1.52M | 0.02% | −1,642−35.0% | Reduced |
| Advisory Resource Group | 3,057 | $1.53M | 0.26% | +20+0.7% | Added |
| Third View Private Wealth, LLC | 3,062 | $1.53M | 0.21% | +108+3.7% | Added |
| Pacific Point Advisors, LLC | 3,067 | $1.53M | 0.81% | +9+0.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,085 | $1.54M | 0.60% | −545−15.0% | Reduced |
| Ratan Capital Management LP | 3,100 | $1.55M | 0.58% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,102 | $1.55M | 0.22% | +150+5.1% | Added |
| Aspiriant, LLC | 3,107 | $1.55M | 0.04% | −360−10.4% | Reduced |
| MJP Associates Inc | 3,111 | $1.55M | 0.19% | +531+20.6% | Added |
| Robertson Stephens Wealth Management, LLC | 3,112 | $1.55M | 0.04% | −38−1.2% | Reduced |
| Beaumont Financial Advisors, LLC | 3,118 | $1.56M | 0.11% | −418−11.8% | Reduced |
| Wrapmanager Inc | 3,120 | $1.56M | 0.54% | −80−2.5% | Reduced |
| Winch Advisory Services, LLC | 3,120 | $1.56M | 0.36% | −31−1.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,129 | $1.56M | 0.10% | −113−3.5% | Reduced |
| Evernest Financial Advisors, LLC | 3,090 | $1.56M | 0.33% | −66−2.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,136 | $1.57M | 0.58% | −116−3.6% | Reduced |
| Cross Staff Investments Inc | 3,139 | $1.57M | 1.03% | +92+3.0% | Added |
| LBMC Investment Advisors, LLC | 3,141 | $1.57M | 0.10% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,204 | $1.58M | 0.12% | 00.0% | Unchanged |
| Shaker Investments LLC | 3,162 | $1.58M | 0.72% | −182−5.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,175 | $1.59M | 0.48% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,181 | $1.59M | 0.10% | −85,574−96.4% | Reduced |
| Affinity Capital Advisors, LLC | 3,192 | $1.60M | 0.22% | +253+8.6% | Added |
| Joel Isaacson & Co., LLC | 3,200 | $1.60M | 0.05% | +44+1.4% | Added |
| Strategic Blueprint, LLC | 3,208 | $1.60M | 0.09% | −222−6.5% | Reduced |
| Embree Financial Group | 3,211 | $1.60M | 0.19% | −186−5.5% | Reduced |
| Omnia Family Wealth, LLC | 3,211 | $1.60M | 0.51% | −371−10.4% | Reduced |
| Permanens Capital L.P. | 3,211 | $1.60M | 0.21% | +690+27.4% | Added |
| Journey Advisory Group, LLC | 3,212 | $1.60M | 0.14% | +459+16.7% | Added |
| Waterway Wealth Management, LLC | 3,214 | $1.61M | 0.36% | +285+9.7% | Added |
| Shelter Rock Management, LLC | 3,216 | $1.61M | 1.71% | −1,192−27.0% | Reduced |
| Intelligent Financial Strategies | 3,219 | $1.61M | 0.84% | −10.0% | Reduced |
| RD Lewis Holdings, Inc. | 3,197 | $1.61M | 1.39% | −95−2.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,225 | $1.61M | 0.26% | +341+11.8% | Added |
| Missouri Trust & Investment Co | 3,234 | $1.62M | 0.47% | −21−0.6% | Reduced |
| Deseret Mutual Benefit Administrators | 3,235 | $1.62M | 0.55% | +1,833+130.7% | Added |
| Alta Advisers Ltd | 3,247 | $1.62M | 0.59% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 2,846 | $1.62M | 0.15% | −276−8.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,255 | $1.63M | 0.22% | +55+1.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,262 | $1.63M | 0.17% | −249−7.1% | Reduced |
| Wellspring Financial Advisors, LLC | 3,269 | $1.63M | 0.12% | +1,091+50.1% | Added |
| Baker Avenue Asset Management, LP | 3,278 | $1.64M | 0.04% | +635+24.0% | Added |
| Catalyst Funds Management Pty Ltd | 3,286 | $1.64M | 0.28% | +1,086+49.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,294 | $1.65M | 0.26% | +295+9.8% | Added |
| Scharf Investments, LLC | 3,295 | $1.65M | 0.05% | −1,432−30.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,296 | $1.65M | 0.24% | −67−2.0% | Reduced |
| Waldron Private Wealth LLC | 3,304 | $1.65M | 0.06% | +126+4.0% | Added |
| Signal Advisors Wealth, LLC | 3,311 | $1.65M | 0.11% | −39−1.2% | Reduced |
| Revolve Wealth Partners, LLC | 3,320 | $1.66M | 0.22% | −102−3.0% | Reduced |
| CVFG LLC | 3,333 | $1.67M | 0.21% | +130+4.1% | Added |
| Semus Wealth Partners LLC | 3,340 | $1.67M | 0.93% | −27−0.8% | Reduced |
| Professional Financial Advisors, LLC | 3,343 | $1.67M | 0.34% | +267+8.7% | Added |
| Hilltop National Bank | 3,350 | $1.67M | 0.40% | −96−2.8% | Reduced |
| Intesa Sanpaolo Wealth Management | 3,358 | $1.68M | 0.41% | −3,303−49.6% | Reduced |
| First Nebraska Trust Co | 3,358 | $1.68M | 0.16% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 3,361 | $1.68M | 0.55% | +375+12.6% | Added |
| Thrive Wealth Management, LLC | 3,368 | $1.68M | 0.25% | −84−2.4% | Reduced |
| Van Strum & Towne Inc. | 3,375 | $1.69M | 0.49% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 3,377 | $1.69M | 0.99% | +128+3.9% | Added |
| First Horizon Corp | 3,401 | $1.70M | 0.07% | −5−0.1% | Reduced |
| Brown Miller Wealth Management, LLC | 3,402 | $1.70M | 0.48% | −506−12.9% | Reduced |
| Cahill Financial Advisors Inc | 3,403 | $1.70M | 0.18% | −2−0.1% | Reduced |
| Platform Technology Partners | 3,405 | $1.70M | 0.33% | +379+12.5% | Added |
| Family Capital Trust Co | 3,421 | $1.71M | 0.62% | +17+0.5% | Added |
| Elevated Capital Advisors, LLC | 3,434 | $1.72M | 0.43% | −102−2.9% | Reduced |
| Oasis Advisors, LLC | 3,440 | $1.72M | 0.34% | +3,440 | New |
| Crewe Advisors LLC | 3,440 | $1.72M | 0.15% | +46+1.4% | Added |
| Synergy Financial Group, LTD | 3,441 | $1.72M | 1.29% | +87+2.6% | Added |
| Union Savings Bank | 3,444 | $1.72M | 0.75% | +160+4.9% | Added |
| Marshall Financial Group LLC | 3,452 | $1.72M | 0.28% | −76−2.2% | Reduced |
| 44 Wealth Management LLC | 3,459 | $1.73M | 0.60% | −307−8.2% | Reduced |
| Interchange Capital Partners, LLC | 3,191 | $1.73M | 0.56% | −602−15.9% | Reduced |
| Meadowbrook Advisors Group, LLC | 3,475 | $1.74M | 1.03% | −30−0.9% | Reduced |
| Burney Co | 3,478 | $1.74M | 0.05% | −2,619−43.0% | Reduced |
| First National Trust Co | 3,516 | $1.76M | 0.06% | −20−0.6% | Reduced |
| Arrow Financial Corp | 3,520 | $1.76M | 0.18% | +82+2.4% | Added |
| WealthPLAN Partners, LLC | 3,551 | $1.77M | 0.34% | −1,434−28.8% | Reduced |
| Weaver Capital Management LLC | 3,552 | $1.77M | 0.39% | +130+3.8% | Added |
| Relyea Zuckerberg Hanson LLC | 3,555 | $1.78M | 0.18% | −136−3.7% | Reduced |
| Richard Bernstein Advisors LLC | 3,565 | $1.78M | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 3,568 | $1.78M | 0.39% | −848−19.2% | Reduced |
| Manchester Capital Management LLC | 3,592 | $1.79M | 0.26% | −271−7.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 3,593 | $1.80M | 0.72% | −210−5.5% | Reduced |
| Clear Creek Financial Management, LLC | 3,593 | $1.80M | 0.14% | +160+4.7% | Added |
| Militia Capital Management LLC | 3,600 | $1.80M | 0.40% | +3,600 | New |
| Encore Global Management, LP | 3,600 | $1.80M | 1.26% | +3,600 | New |
| Valmark Advisers, Inc. | 3,605 | $1.80M | 0.02% | −98−2.6% | Reduced |
| HBW Advisory Services LLC | 3,607 | $1.80M | 0.19% | −173−4.6% | Reduced |
| Jackson Square Capital, LLC | 3,617 | $1.81M | 0.38% | −5,264−59.3% | Reduced |