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
- 3,634
- −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 |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | 651 | $325.4K | 0.20% | 00.0% | Unchanged |
| NewSquare Capital LLC | 652 | $325.8K | 0.03% | +117+21.9% | Added |
| Swan Global Investments, LLC | 654 | $326.8K | 0.02% | +85+14.9% | Added |
| Targeted Financial Services LLC | 655 | $327.3K | 0.27% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 656 | $327.8K | 0.09% | −945−59.0% | Reduced |
| JNBA Financial Advisors | 657 | $328.3K | 0.03% | +20+3.1% | Added |
| Arbor Investment Advisors, LLC | 658 | $328.8K | 0.04% | +42+6.8% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 658 | $328.9K | 0.04% | +658 | New |
| City State Bank | 659 | $329.3K | 0.09% | +2+0.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 661 | $330.3K | 0.03% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 661 | $330.6K | 0.05% | +123+22.9% | Added |
| Oberweis Asset Management Inc | 662 | $330.6K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 662 | $330.8K | 0.05% | −174−20.8% | Reduced |
| Wagner Wealth Management, LLC | 662 | $330.8K | 0.07% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 664 | $331.8K | 0.17% | −6−0.9% | Reduced |
| Flagship Wealth Advisors, LLC | 591 | $332.1K | 0.14% | −400−40.4% | Reduced |
| Long Road Investment Counsel, LLC | 665 | $332.3K | 0.13% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 666 | $332.8K | 0.07% | +38+6.1% | Added |
| FreeGulliver LLC | 666 | $332.8K | 0.14% | +146+28.1% | Added |
| Precision Wealth Strategies, LLC | 666 | $332.8K | 0.11% | −120−15.3% | Reduced |
| Drake & Associates, LLC | 670 | $334.8K | 0.06% | −190−22.1% | Reduced |
| Yoder Wealth Management, Inc. | 671 | $335.3K | 0.15% | +30+4.7% | Added |
| Lee Danner & Bass Inc | 673 | $336.2K | 0.02% | −300−30.8% | Reduced |
| Kapstone Financial Advisors LLC | 677 | $338.3K | 0.17% | −12−1.7% | Reduced |
| Woodstock Corp | 677 | $338.3K | 0.03% | −3−0.4% | Reduced |
| Legacy Wealth Partners, LLC | 678 | $338.8K | 0.08% | −22−3.1% | Reduced |
| Norway Savings Bank | 679 | $339.3K | 0.16% | −20−2.9% | Reduced |
| DV Trading LLC | 680 | $339.8K | 0.03% | +80+13.3% | Added |
| Tamar Securities, LLC | 680 | $339.8K | 0.04% | +37+5.8% | Added |
| Garden State Investment Advisory Services LLC | 679 | $340.0K | 0.08% | −17−2.4% | Reduced |
| Fortress Wealth Group, LLC | 678 | $340.2K | 0.13% | −141−17.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 682 | $340.8K | 0.12% | +682 | New |
| Mayfair Advisory Group, LLC | 684 | $341.8K | 0.12% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 685 | $342.3K | 0.04% | +1+0.1% | Added |
| Tennessee Valley Asset Management Partners | 686 | $342.7K | 0.05% | −5−0.7% | Reduced |
| CNB Bank | 686 | $342.8K | 0.14% | +5+0.7% | Added |
| Kaydan Wealth Management, Inc. | 687 | $343.3K | 0.11% | +16+2.4% | Added |
| Summerhill Capital Management lnc. | 687 | $343.3K | 0.30% | +687 | New |
| Nolet Wealth Management, LLC | 688 | $343.6K | 0.20% | +59+9.4% | Added |
| Rooted Wealth Advisors, Inc. | 666 | $344.2K | 0.09% | +165+32.9% | Added |
| Integrity Advisory Solutions, LLC | 690 | $345.1K | 0.05% | +108+18.6% | Added |
| Castle Rock Wealth Management, LLC | 700 | $345.2K | 0.07% | +5+0.7% | Added |
| Cherrydale Wealth Management, LLC | 691 | $345.5K | 0.11% | −78−10.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 692 | $346.0K | 0.01% | −5−0.7% | Reduced |
| Net Worth Advisory Group | 693 | $346.1K | 0.07% | +146+26.7% | Added |
| Harvest Portfolios Group Inc. | 695 | $347.3K | 0.01% | +39+5.9% | Added |
| Hoey Investments, Inc | 696 | $347.8K | 0.05% | +96+16.0% | Added |
| Titleist Asset Management, LLC | 697 | $348.3K | 0.03% | −8−1.1% | Reduced |
| Fortress Private Ledger, LLC | 699 | $349.3K | 0.11% | +1+0.1% | Added |
| Genesis Financial Group, LLC | 699 | $349.4K | 0.23% | −502−41.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 699 | $349.5K | 0.05% | −224−24.3% | Reduced |
| Powers Advisory Group, LLC | 700 | $349.6K | 0.12% | +32+4.8% | Added |
| GuidedMoney, LLC | 700 | $349.8K | 0.18% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 701 | $350.3K | 0.03% | +133+23.4% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 702 | $350.8K | 0.06% | −25−3.4% | Reduced |
| J. Derek Lewis & Associates Inc. | 707 | $353.2K | 0.08% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 709 | $354.6K | 0.06% | +281+65.7% | Added |
| LVM Capital Management Ltd | 710 | $355.0K | 0.03% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 711 | $355.2K | 0.10% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 711 | $355.3K | 0.10% | +711 | New |
| Alta Wealth Advisors LLC | 712 | $355.8K | 0.12% | −50−6.6% | Reduced |
| MBM Wealth Consultants, LLC | 715 | $357.3K | 0.08% | +3+0.4% | Added |
| Panoramic Capital Partners, LLC | 716 | $357.8K | 0.22% | −36−4.8% | Reduced |
| GSG Advisors LLC | 718 | $358.8K | 0.09% | −2−0.3% | Reduced |
| HORAN Wealth, LLC | 719 | $359.3K | 0.03% | −1−0.1% | Reduced |
| Centennial Wealth Advisory LLC | 720 | $359.8K | 0.09% | −265−26.9% | Reduced |
| Oak Harvest Investment Services | 721 | $360.4K | 0.04% | −132−15.5% | Reduced |
| OFS Enterprise LLC | 723 | $361.3K | 0.11% | +723 | New |
| a16z Perennial Management, L.P. | 724 | $361.8K | 0.03% | 00.0% | Unchanged |
| Storgate, LLC | 724 | $361.8K | 0.28% | +18+2.5% | Added |
| Purpose Unlimited Inc. | 726 | $362.8K | 0.02% | −906−55.5% | Reduced |
| Keyvantage Wealth, LLC | 728 | $363.8K | 0.16% | −164−18.4% | Reduced |
| Forum Finance Group S.A. | 916 | $364.0K | 0.20% | +916 | New |
| Z3 Capital Partners, LLC | 730 | $364.8K | 0.09% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 731 | $365.3K | 0.29% | −100−12.0% | Reduced |
| Breakthru Advisory Services, LLC | 733 | $366.3K | 0.59% | −31−4.1% | Reduced |
| MSH Capital Advisors LLC | 733 | $366.3K | 0.08% | +114+18.4% | Added |
| AGH Wealth Advisors, LLC | 733 | $366.3K | 0.27% | +20+2.8% | Added |
| Acima Private Wealth, LLC | 734 | $366.8K | 0.12% | 00.0% | Unchanged |
| Promethium Advisors,llc | 734 | $366.8K | 0.19% | −178−19.5% | Reduced |
| Nations Financial Group Inc, | 735 | $367.3K | 0.02% | +169+29.9% | Added |
| Elevatus Welath Management | 737 | $368.2K | 0.19% | +9+1.2% | Added |
| GoalVest Advisory LLC | 737 | $368.3K | 0.07% | −21−2.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 738 | $368.7K | 0.09% | +23+3.2% | Added |
| Palatine Hill Wealth Management, LLC | 738 | $368.9K | 0.32% | −220−23.0% | Reduced |
| Quilter Plc | 739 | $369.2K | 0.01% | +19+2.6% | Added |
| Level Wealth Management LLC | 741 | $370.2K | 0.17% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 742 | $370.6K | 0.05% | −112−13.1% | Reduced |
| Owl Creek Wealth Partners LLC | 744 | $371.7K | 0.13% | +744 | New |
| Riverview Capital Advisers, LLC | 744 | $371.8K | 0.12% | +7+0.9% | Added |
| Adirondack Trust Co | 747 | $373.2K | 0.13% | +23+3.2% | Added |
| Warwick Investment Management, Inc. | 748 | $373.7K | 0.05% | −19−2.5% | Reduced |
| Artemis Wealth Advisors, LLC | 748 | $373.7K | 0.06% | 00.0% | Unchanged |
| Sonoma Allocations LLC | 753 | $374.5K | 0.13% | −357−32.2% | Reduced |
| Merrion Investment Management Co, LLC | 750 | $374.7K | 0.20% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 750 | $374.7K | 0.25% | +134+21.8% | Added |
| Magnetar Financial LLC | 760 | $375.4K | 0.00% | −857−53.0% | Reduced |
| Oregon Pacific Wealth Management, LLC | 754 | $376.7K | 0.39% | −41−5.2% | Reduced |
| Echo45 Advisors LLC | 755 | $377.1K | 0.21% | −72−8.7% | Reduced |
| Kera Capital Partners, Inc. | 755 | $377.2K | 0.05% | −161−17.6% | Reduced |