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 13 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
- 3,634
- −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 | 3,633 | $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 |
|---|---|---|---|---|---|
| Investors Research Corp | 57 | $28.5K | 0.01% | +9+18.8% | Added |
| Cornerstone National Bank & Trust Co | 59 | $29.0K | 0.01% | −4−6.3% | Reduced |
| Burkett Financial Services, LLC | 59 | $29.7K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 60 | $30.0K | 0.01% | −394−86.8% | Reduced |
| Hamrick Investment Counsel, llc | 60 | $30.0K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 62 | $31.0K | 0.00% | +33+113.8% | Added |
| Monetary Solutions, Ltd | 65 | $32.5K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 66 | $32.9K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 66 | $33.0K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 66 | $33.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 67 | $33.5K | 0.04% | 00.0% | Unchanged |
| Atomic Invest LLC | 68 | $33.8K | 0.02% | +24+54.5% | Added |
| Bay Harbor Wealth Management, LLC | 68 | $34.0K | 0.01% | +11+19.3% | Added |
| Scarborough Advisors, LLC | 70 | $34.8K | 0.00% | −23−24.7% | Reduced |
| Signature Resources Capital Management, LLC | 70 | $35.0K | 0.02% | −33−32.0% | Reduced |
| CoreFirst Bank & Trust | 70 | $35.0K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 72 | $36.0K | 0.01% | −10−12.2% | Reduced |
| First Community Trust NA | 72 | $36.0K | 0.03% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 72 | $36.0K | 0.01% | +8+12.5% | Added |
| Maseco LLP | 72 | $36.0K | 0.00% | −836−92.1% | Reduced |
| Hilton Head Capital Partners, LLC | 74 | $37.0K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 75 | $37.5K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 75 | $37.5K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 76 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 76 | $38.1K | 0.01% | +2+2.7% | Added |
| Synergy Investment Management, LLC | 77 | $38.5K | 0.01% | +77 | New |
| Essential Partners LLC | 77 | $38.5K | 0.01% | −39−33.6% | Reduced |
| United Financial Planning Group LLC | 78 | $39.0K | 0.02% | +45+136.4% | Added |
| Clayton Financial Group LLC | 80 | $40.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 80 | $40.0K | 0.52% | +80 | New |
| Merkkuri Wealth Advisors LLC | 81 | $40.6K | 0.03% | +81 | New |
| Clark Wealth Partners | 82 | $41.0K | 0.03% | −66−44.6% | Reduced |
| Coston, McIsaac & Partners | 82 | $41.0K | 0.01% | 00.0% | Unchanged |
| TrustBank | 85 | $42.5K | 0.02% | −26−23.4% | Reduced |
| Rogco, LP | 87 | $43.5K | 0.01% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 87 | $43.5K | 0.04% | +87 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 90 | $45.0K | 0.02% | +44+95.7% | Added |
| Aspect Partners, LLC | 95 | $47.5K | 0.02% | +2+2.2% | Added |
| Vermillion Wealth Management, Inc. | 96 | $48.1K | 0.02% | +58+152.6% | Added |
| Ulland Investment Advisors, LLC | 98 | $49.0K | 0.04% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $50.0K | 0.05% | −100−50.0% | Reduced |
| JCIC Asset Management Inc. | 100 | $50.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 101 | $51.6K | 0.01% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 105 | $52.4K | 0.03% | +105 | New |
| WealthCollab, LLC | 105 | $52.5K | 0.02% | +30+40.0% | Added |
| Global Wealth Strategies & Associates | 108 | $54.0K | 0.01% | −29−21.2% | Reduced |
| HFM Investment Advisors, LLC | 108 | $54.0K | 0.02% | +1+0.9% | Added |
| SBI Okasan Asset Management Co.Ltd. | 111 | $54.8K | 0.00% | −2,021−94.8% | Reduced |
| Louisbourg Investments Inc. | 114 | $57.0K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 117 | $58.5K | 0.01% | −131−52.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 118 | $59.0K | 0.02% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 118 | $59.0K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 118 | $59.0K | 0.02% | +18+18.0% | Added |
| FWL Investment Management, LLC | 119 | $59.5K | 0.01% | −19−13.8% | Reduced |
| Marquette Asset Management, LLC | 120 | $60.0K | 0.01% | +32+36.4% | Added |
| Sunrise Financial Services, LLC | 124 | $62.0K | 0.04% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 124 | $62.2K | 0.00% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 125 | $62.5K | 0.06% | −100−44.4% | Reduced |
| SWAN Capital LLC | 125 | $62.5K | 0.02% | −25−16.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 126 | $62.9K | 0.06% | +46+57.5% | Added |
| Mascoma Wealth Management LLC | 126 | $63.0K | 0.01% | −3−2.3% | Reduced |
| Legend Capital Advisors LLC | 126 | $63.0K | 0.04% | +126 | New |
| Winthrop Capital Management, LLC | 128 | $64.0K | 0.02% | 00.0% | Unchanged |
| Ballast Advisors LLC | 129 | $64.5K | 0.02% | +129 | New |
| PlanVest Financial, Inc | 131 | $65.5K | 0.05% | +131 | New |
| Caitlin John, LLC | 133 | $66.2K | 0.04% | −44−24.9% | Reduced |
| Financial Freedom, LLC | 133 | $66.4K | 0.03% | +35+35.7% | Added |
| Clear Street Markets LLC | 134 | $67.0K | 0.03% | −1,083−89.0% | Reduced |
| Main Street Group, LTD | 136 | $67.8K | 0.02% | +136 | New |
| Sfam, LLC | 136 | $68.0K | 0.06% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 136 | $68.1K | 0.02% | −35−20.5% | Reduced |
| Ogorek Anthony Joseph | 147 | $73.0K | 0.02% | −4−2.6% | Reduced |
| Kilter Group LLC | 147 | $73.5K | 0.03% | +4+2.8% | Added |
| Imprint Wealth LLC | 150 | $74.9K | 0.34% | −32−17.6% | Reduced |
| OV Management LLC | 151 | $75.4K | 0.15% | −1,599−91.4% | Reduced |
| Ares Financial Consulting, LLC | 156 | $76.9K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 155 | $77.4K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 157 | $78.4K | 0.01% | +4+2.6% | Added |
| Retirement Wealth Solutions LLC | 161 | $80.3K | 0.05% | −43−21.1% | Reduced |
| Whipplewood Advisors, LLC | 162 | $80.9K | 0.04% | +150+1,250.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $81.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 166 | $83.0K | 0.01% | −2,396−93.5% | Reduced |
| MTM Investment Management, LLC | 167 | $83.4K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 168 | $83.9K | 0.04% | +12+7.7% | Added |
| Evolution Wealth Management Inc. | 169 | $84.2K | 0.06% | +115+213.0% | Added |
| Intentional Wealth Strategies, LLC | 170 | $84.9K | 0.08% | +170 | New |
| Joseph Group Capital Management | 173 | $86.4K | 0.02% | +96+124.7% | Added |
| Valued Wealth Advisors LLC | 174 | $87.1K | 0.04% | +51+41.5% | Added |
| Glass Jacobson Investment Advisors llc | 175 | $87.4K | 0.03% | +36+25.9% | Added |
| Breakwater Investment Management | 178 | $88.9K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 179 | $89.3K | 0.04% | −19−9.6% | Reduced |
| Basepoint Wealth LLC | 187 | $93.2K | 0.05% | +1+0.5% | Added |
| USA Financial Portformulas Corp | 187 | $93.4K | 0.02% | −394−67.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 189 | $94.8K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 194 | $96.9K | 0.03% | +29+17.6% | Added |
| Nexus Investment Management ULC | 195 | $97.4K | 0.01% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 196 | $97.9K | 0.10% | 00.0% | Unchanged |
| Davis Capital Management | 196 | $97.9K | 0.07% | +2+1.0% | Added |
| Avion Wealth | 197 | $98.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 197 | $98.0K | 0.04% | 00.0% | Unchanged |