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 |
|---|---|---|---|---|---|
| Virtus Investment Advisers, Inc. | 3,646 | $1.82M | 0.50% | +275+8.2% | Added |
| Capital & Planning, LLC | 3,670 | $1.83M | 1.11% | +3,670 | New |
| Asset One Wealth Management LLC | 3,588 | $1.83M | 0.20% | +1,061+42.0% | Added |
| Shepherd Financial Partners LLC | 3,676 | $1.84M | 0.17% | −45−1.2% | Reduced |
| Strait & Sound Wealth Management LLC | 3,677 | $1.84M | 0.70% | −5−0.1% | Reduced |
| SCS Capital Management LLC | 3,678 | $1.84M | 0.02% | +446+13.8% | Added |
| Limestone Investment Advisors LP | 3,684 | $1.84M | 0.90% | +2,502+211.7% | Added |
| Lantern Wealth Advisors, LLC | 3,699 | $1.85M | 0.95% | +55+1.5% | Added |
| Versant Capital Management, Inc | 3,705 | $1.85M | 0.18% | +924+33.2% | Added |
| HCR Wealth Advisors | 3,716 | $1.86M | 0.19% | +19+0.5% | Added |
| VeraBank, N.A. | 3,723 | $1.86M | 0.34% | −128−3.3% | Reduced |
| Davis R M Inc | 3,732 | $1.86M | 0.03% | −105−2.7% | Reduced |
| Zions Bancorporation, National Association | 3,741 | $1.87M | 0.12% | −2,779−42.6% | Reduced |
| First United Bank Trust | 3,741 | $1.87M | 0.61% | −334−8.2% | Reduced |
| Advisory Alpha, LLC | 3,739 | $1.87M | 0.05% | +688+22.5% | Added |
| Soltis Investment Advisors LLC | 3,746 | $1.87M | 0.12% | −5,281−58.5% | Reduced |
| AlphaCore Capital LLC | 3,749 | $1.87M | 0.04% | −164−4.2% | Reduced |
| Capital Investment Advisory Services, LLC | 3,752 | $1.87M | 0.14% | −171−4.4% | Reduced |
| Focus Financial Network, Inc. | 3,753 | $1.87M | 0.07% | −194−4.9% | Reduced |
| Koa Wealth Management, LLC | 3,755 | $1.88M | 1.36% | +719+23.7% | Added |
| Dunhill Financial, LLC | 3,768 | $1.88M | 0.44% | +45+1.2% | Added |
| Vanguard National Trust Co | 3,769 | $1.88M | 0.12% | +3,769 | New |
| Voya Financial Advisors, Inc. | 3,891 | $1.88M | 0.19% | −308−7.3% | Reduced |
| Legacy Financial Advisors, Inc. | 3,774 | $1.89M | 0.26% | −26−0.7% | Reduced |
| First National Bank Sioux Falls | 3,640 | $1.89M | 0.52% | +497+15.8% | Added |
| Central Pacific Bank - Trust Division | 3,780 | $1.89M | 0.24% | −2,555−40.3% | Reduced |
| Forbes J M & Co LLP | 3,783 | $1.89M | 0.16% | +112+3.1% | Added |
| Catalyst Financial Partners LLC | 3,788 | $1.89M | 0.22% | −401−9.6% | Reduced |
| Harrington Investments, INC | 3,793 | $1.90M | 1.00% | +102+2.8% | Added |
| Modern Wealth Management, LLC | 3,885 | $1.91M | 0.03% | +760+24.3% | Added |
| Regal Investment Advisors LLC | 3,823 | $1.91M | 0.11% | +569+17.5% | Added |
| Beacon Financial Group | 3,835 | $1.92M | 0.19% | +121+3.3% | Added |
| RDA Financial Network | 3,835 | $1.92M | 0.48% | +269+7.5% | Added |
| Montecito Bank & Trust | 3,840 | $1.92M | 0.32% | −407−9.6% | Reduced |
| PFG Advisors | 3,875 | $1.94M | 0.09% | −161−4.0% | Reduced |
| Ethos Financial Group, LLC | 3,803 | $1.94M | 0.14% | +17+0.4% | Added |
| Staley Capital Advisers Inc | 3,887 | $1.94M | 0.08% | +45+1.2% | Added |
| Financial Engines Advisors L.L.C. | 3,908 | $1.95M | 0.00% | −639−14.1% | Reduced |
| Hartford Funds Management Co LLC | 3,913 | $1.96M | 0.17% | −428−9.9% | Reduced |
| Formidable Asset Management, LLC | 3,430 | $1.96M | 0.30% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,925 | $1.96M | 0.33% | −276−6.6% | Reduced |
| Bridgewater Associates, LP | 3,930 | $1.96M | 0.01% | −405,277−99.0% | Reduced |
| Corps Capital Advisors, LLC | 3,934 | $1.97M | 1.71% | −206−5.0% | Reduced |
| Black Diamond Financial, LLC | 3,949 | $1.97M | 0.22% | −11−0.3% | Reduced |
| Richwood Investment Advisors, LLC | 3,964 | $1.98M | 1.53% | +48+1.2% | Added |
| Capula Management Ltd | 3,978 | $1.99M | 0.02% | +3,684+1,253.1% | Added |
| Zuckerman Investment Group, LLC | 3,978 | $1.99M | 0.19% | +72+1.8% | Added |
| Cox Capital Mgt LLC | 3,979 | $1.99M | 1.32% | +80+2.1% | Added |
| RiverPark Advisors, LLC | 3,991 | $1.99M | 0.72% | +97+2.5% | Added |
| Essex Financial Services, Inc. | 3,996 | $2.00M | 0.11% | −65−1.6% | Reduced |
| Quent Capital, LLC | 4,021 | $2.01M | 0.14% | −596−12.9% | Reduced |
| Smith, Moore & Co. | 4,023 | $2.01M | 0.15% | −86−2.1% | Reduced |
| Aua Capital Management, LLC | 4,029 | $2.01M | 1.03% | 00.0% | Unchanged |
| Middleton & Co Inc | 4,033 | $2.01M | 0.23% | 00.0% | Unchanged |
| Alesco Advisors LLC | 4,033 | $2.02M | 0.05% | +4,033 | New |
| Three Seasons Wealth, LLC | 4,035 | $2.02M | 0.77% | −256−6.0% | Reduced |
| Kelman-Lazarov, Inc. | 4,038 | $2.02M | 0.29% | −8−0.2% | Reduced |
| Maia Wealth LLC | 4,048 | $2.02M | 0.34% | −727−15.2% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 4,050 | $2.02M | 1.07% | −8,750−68.4% | Reduced |
| Oxford Financial Group Ltd | 4,070 | $2.03M | 0.11% | +2,419+146.5% | Added |
| Quotient Wealth Partners, LLC | 4,074 | $2.04M | 0.05% | −316−7.2% | Reduced |
| Mystic Asset Management, Inc. | 4,082 | $2.04M | 0.47% | −96−2.3% | Reduced |
| WT Wealth Management | 4,083 | $2.04M | 0.61% | −1,530−27.3% | Reduced |
| Bridgefront Capital, LLC | 4,085 | $2.04M | 0.51% | +4,085 | New |
| Continuum Advisory, LLC | 4,090 | $2.04M | 0.20% | +27+0.7% | Added |
| Sym Financial Corp | 4,093 | $2.04M | 0.20% | +130+3.3% | Added |
| Heartland Bank & Trust Co | 4,100 | $2.05M | 0.46% | +847+26.0% | Added |
| Abundance Wealth Counselors | 4,111 | $2.05M | 0.29% | +2,184+113.3% | Added |
| Prelude Capital Management, LLC | 4,115 | $2.06M | 0.16% | +3,138+321.2% | Added |
| Altman Advisors, Inc. | 4,150 | $2.07M | 0.86% | +79+1.9% | Added |
| Sander Capital Advisors Inc | 4,153 | $2.08M | 1.20% | −3−0.1% | Reduced |
| Charles Schwab Trust Co | 4,155 | $2.08M | 0.13% | −180−4.2% | Reduced |
| Kane Investment Management, Inc. | 4,159 | $2.08M | 1.07% | −256−5.8% | Reduced |
| Okabena Investment Services Inc | 4,167 | $2.08M | 0.40% | −2,927−41.3% | Reduced |
| Goldstone Financial Group, LLC | 4,174 | $2.09M | 0.23% | −236−5.4% | Reduced |
| Inlet Private Wealth, LLC | 4,184 | $2.09M | 0.53% | −1,000−19.3% | Reduced |
| Lebenthal Global Advisors, LLC | 4,187 | $2.09M | 0.30% | +1,117+36.4% | Added |
| Whalen Wealth Management Inc. | 4,194 | $2.10M | 1.12% | +1,134+37.1% | Added |
| Heritage Trust Co | 4,197 | $2.10M | 0.21% | +1,094+35.3% | Added |
| Woodmont Investment Counsel LLC | 4,201 | $2.10M | 0.13% | +897+27.1% | Added |
| Barden Capital Management, Inc. | 4,205 | $2.10M | 1.80% | +307+7.9% | Added |
| Ameliora Wealth Management Ltd. | 4,215 | $2.11M | 0.67% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,222 | $2.11M | 0.33% | −14−0.3% | Reduced |
| Kovack Advisors, Inc. | 4,259 | $2.11M | 0.11% | −53−1.2% | Reduced |
| Main Street Financial Solutions, LLC | 4,220 | $2.11M | 0.15% | −457−9.8% | Reduced |
| Mechanics Bank Trust Department | 4,231 | $2.11M | 0.29% | −138−3.2% | Reduced |
| Baldwin Investment Management, LLC | 4,238 | $2.12M | 0.25% | 00.0% | Unchanged |
| Alapocas Investment Partners, Inc. | 4,252 | $2.12M | 1.61% | +108+2.6% | Added |
| DGS Capital Management, LLC | 4,258 | $2.13M | 0.35% | −497−10.5% | Reduced |
| Farmers & Merchants Investments Inc | 4,267 | $2.13M | 0.06% | −110−2.5% | Reduced |
| Means Investment Co., Inc. | 4,269 | $2.13M | 0.19% | +174+4.2% | Added |
| WealthShield Partners, LLC | 4,273 | $2.14M | 0.24% | +650+17.9% | Added |
| Archer Investment Corp | 4,289 | $2.14M | 0.46% | +183+4.5% | Added |
| Garrison Point Advisors, LLC | 4,294 | $2.15M | 0.98% | −10−0.2% | Reduced |
| Gateway Wealth Partners, LLC | 4,300 | $2.15M | 0.08% | +4,300 | New |
| Old North State Trust, LLC | 4,308 | $2.15M | 1.28% | +583+15.7% | Added |
| StoneX Group Inc. | 4,329 | $2.16M | 0.12% | −7,676−63.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,336 | $2.17M | 0.05% | −408−8.6% | Reduced |
| Aprio Wealth Management, LLC | 4,340 | $2.17M | 0.12% | −481−10.0% | Reduced |
| CVA Family Office, LLC | 4,344 | $2.17M | 0.23% | +331+8.2% | Added |