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; 3,634 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
- 3,634
- −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 | 3,634 | $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 |
|---|---|---|---|---|---|
| Cypress Capital, LLC | 460 | $229.8K | 0.07% | −67−12.7% | Reduced |
| Evolution Wealth Advisors, LLC | 460 | $229.8K | 0.02% | −5−1.1% | Reduced |
| Commons Capital, LLC | 460 | $229.9K | 0.19% | +460 | New |
| Integrated Quantitative Investments LLC | 461 | $230.3K | 0.04% | −3,831−89.3% | Reduced |
| StoryOne LLC | 0 | $230.3K | 0.13% | 0 | Unchanged |
| RNC Capital Management LLC | 462 | $230.6K | 0.01% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 464 | $231.8K | 0.17% | −201−30.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 465 | $232.3K | 0.05% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 465 | $232.3K | 0.05% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 465 | $232.3K | 0.11% | 00.0% | Unchanged |
| Sun Group Wealth Partners | 466 | $232.8K | 0.18% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 467 | $233.3K | 0.04% | −51−9.8% | Reduced |
| Independent Family Office, LLC | 467 | $233.3K | 0.10% | +467 | New |
| LJI Wealth Management, LLC | 469 | $234.3K | 0.04% | +34+7.8% | Added |
| Wagner Wealth Management, Corp | 469 | $234.3K | 0.21% | +23+5.2% | Added |
| Boston Common Asset Management, LLC | 470 | $234.8K | 0.02% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 470 | $234.8K | 0.02% | +17+3.8% | Added |
| West Paces Advisors Inc. | 470 | $235.0K | 0.05% | −20−4.1% | Reduced |
| Old North State Wealth Management, LLC | 469 | $235.5K | 0.11% | −4−0.8% | Reduced |
| Ellsworth Advisors, LLC | 473 | $236.2K | 0.04% | −20−4.1% | Reduced |
| Gibson Capital, LLC | 473 | $236.3K | 0.04% | −2−0.4% | Reduced |
| Prospect Financial Group LLC | 473 | $236.3K | 0.22% | −19−3.9% | Reduced |
| Partners Wealth Management, LLC | 473 | $236.3K | 0.24% | +1+0.2% | Added |
| Financial Symmetry Inc | 470 | $236.4K | 0.08% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 474 | $236.8K | 0.02% | +16+3.5% | Added |
| TCP Asset Management, LLC | 476 | $237.8K | 0.03% | −42−8.1% | Reduced |
| Tower Wealth Partners, Inc. | 476 | $237.8K | 0.13% | −25−5.0% | Reduced |
| TSA Wealth Managment LLC | 477 | $238.3K | 0.08% | +98+25.9% | Added |
| Flynn Zito Capital Management, LLC | 481 | $240.1K | 0.08% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 481 | $240.3K | 0.12% | +100+26.2% | Added |
| Bellecapital International Ltd. | 482 | $240.8K | 0.04% | −52−9.7% | Reduced |
| CCM Investment Advisers LLC | 482 | $240.8K | 0.02% | −5−1.0% | Reduced |
| Tenzing Financial LLC | 474 | $241.1K | 0.18% | −61−11.4% | Reduced |
| Precedent Wealth Partners, LLC | 482 | $241.3K | 0.05% | +1+0.2% | Added |
| Postrock Partners LLC | 484 | $241.8K | 0.11% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 484 | $241.8K | 0.02% | +121+33.3% | Added |
| Vilga Financial Planning LLC | 485 | $242.3K | 0.22% | −54−10.0% | Reduced |
| GGM Financials LLC | 485 | $242.5K | 0.11% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 485 | $242.5K | 0.13% | +31+6.8% | Added |
| Roehl & Yi Investment Advisors, LLC | 486 | $242.9K | 0.09% | −9−1.8% | Reduced |
| Meyer Handelman Co | 487 | $243.3K | 0.01% | −56−10.3% | Reduced |
| 1015 Capital Partners, LLC | 487 | $243.3K | 0.24% | −27−5.3% | Reduced |
| Chemung Canal Trust Co | 487 | $243.3K | 0.05% | −24−4.7% | Reduced |
| Beacon Financial Advisory LLC | 488 | $243.6K | 0.06% | −19−3.7% | Reduced |
| Burr Financial Services, LLC | 488 | $243.8K | 0.19% | −200−29.1% | Reduced |
| Northstar Asset Management LLC | 489 | $244.3K | 0.05% | 00.0% | Unchanged |
| SeedSafe Financial LLC | 489 | $244.3K | 0.20% | +3+0.6% | Added |
| Everest Management Corp. | 489 | $244.3K | 0.12% | +14+2.9% | Added |
| DWR Wealth Management, LLC | 495 | $244.5K | 0.21% | 00.0% | Unchanged |
| GK Wealth Management LLC | 495 | $244.5K | 0.21% | +495 | New |
| Tradewinds, LLC. | 494 | $244.8K | 0.08% | +11+2.3% | Added |
| Idaho Trust Bank | 490 | $244.8K | 0.08% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 490 | $244.8K | 0.22% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 491 | $245.3K | 0.14% | +54+12.4% | Added |
| PCG Asset Management, LLC | 491 | $245.3K | 0.20% | +130+36.0% | Added |
| Regimen Wealth, LLC | 492 | $245.7K | 0.07% | +1+0.2% | Added |
| PFG Private Wealth Management, LLC | 492 | $245.8K | 0.10% | +37+8.1% | Added |
| HFG Advisors, Inc. | 492 | $245.8K | 0.17% | +107+27.8% | Added |
| Fiduciary Wealth Partners, LLC | 493 | $246.3K | 0.16% | −328−40.0% | Reduced |
| Anb Bank | 493 | $246.3K | 0.10% | −54−9.9% | Reduced |
| Roberts Glore & Co Inc | 493 | $246.3K | 0.07% | −40−7.5% | Reduced |
| Main Street Research LLC | 493 | $246.3K | 0.01% | +2+0.4% | Added |
| Parsonex Advisory Services, Inc. | 494 | $246.8K | 0.24% | −149−23.2% | Reduced |
| Capital Investment Counsel, Inc | 494 | $246.8K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 494 | $246.8K | 0.04% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 495 | $247.3K | 0.12% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 495 | $247.4K | 0.20% | +104+26.6% | Added |
| RFG - Bristol Wealth Advisors, LLC | 496 | $247.6K | 0.07% | −20−3.9% | Reduced |
| Strategies Wealth Advisors, LLC | 496 | $247.7K | 0.02% | −114−18.7% | Reduced |
| Colonial River Wealth Management, LLC | 498 | $248.8K | 0.09% | −270−35.2% | Reduced |
| Huntleigh Advisors, Inc. | 499 | $249.3K | 0.04% | +2+0.4% | Added |
| Signet Financial Management, LLC | 499 | $249.5K | 0.03% | +499 | New |
| First Hawaiian Bank | 500 | $249.8K | 0.03% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 500 | $249.8K | 0.09% | 00.0% | Unchanged |
| Doheny Asset Management | 500 | $250.0K | 0.16% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 501 | $250.3K | 0.07% | +61+13.9% | Added |
| TrueWealth Financial Partners | 501 | $250.3K | 0.10% | +501 | New |
| KPP Advisory Services LLC | 502 | $250.8K | 0.04% | −7−1.4% | Reduced |
| Legacy Financial Strategies, LLC | 503 | $251.2K | 0.05% | −69−12.1% | Reduced |
| Instrumental Wealth, LLC | 503 | $251.2K | 0.15% | +503 | New |
| Daner Wealth Management, LLC | 503 | $251.4K | 0.15% | −57−10.2% | Reduced |
| Bernard Wealth Management Corp. | 504 | $251.8K | 0.11% | −272−35.1% | Reduced |
| LS Investment Advisors, LLC | 504 | $251.8K | 0.04% | −11−2.1% | Reduced |
| Register Financial Advisors LLC | 504 | $251.8K | 0.09% | 00.0% | Unchanged |
| Braeburn Wealth Management LLC | 505 | $252.3K | 0.14% | +21+4.3% | Added |
| Bell Investment Advisors, Inc | 505 | $252.3K | 0.04% | −4−0.8% | Reduced |
| Worth Asset Management, LLC | 505 | $252.3K | 0.09% | +128+34.0% | Added |
| Catalina Capital Group, LLC | 506 | $252.8K | 0.15% | +9+1.8% | Added |
| Cfo Capital Management LLC | 507 | $253.3K | 0.21% | −8−1.6% | Reduced |
| O'Rourke & Company, Inc | 508 | $253.9K | 0.10% | +17+3.5% | Added |
| Portfolio Strategies, Inc. | 508 | $254.0K | 0.03% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 509 | $254.3K | 0.04% | −1−0.2% | Reduced |
| Provident Wealth Management, LLC | 509 | $254.3K | 0.08% | 00.0% | Unchanged |
| Tidemark, LLC | 510 | $254.6K | 0.06% | +57+12.6% | Added |
| Financial Partners Group, Inc | 510 | $254.7K | 0.03% | +1+0.2% | Added |
| Channel Wealth LLC | 511 | $255.3K | 0.06% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 513 | $256.3K | 0.19% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 513 | $256.3K | 0.06% | +7+1.4% | Added |
| Riversedge Advisors, LLC | 514 | $257.0K | 0.04% | −229−30.8% | Reduced |
| 1248 Management, LLC | 515 | $257.3K | 0.12% | 00.0% | Unchanged |