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 |
|---|---|---|---|---|---|
| Claris Financial LLC | 757 | $378.3K | 0.21% | −62−7.6% | Reduced |
| Proffitt & Goodson Inc | 758 | $378.7K | 0.06% | +630+492.2% | Added |
| HHM Wealth Advisors, LLC | 759 | $379.0K | 0.04% | +35+4.8% | Added |
| Goldstein Advisors, LLC | 762 | $380.7K | 0.04% | +45+6.3% | Added |
| Capital Investment Management, Inc. | 765 | $382.2K | 0.13% | +12+1.6% | Added |
| Sivia Capital Partners, LLC | 769 | $384.2K | 0.07% | −1,355−63.8% | Reduced |
| Dogwood Wealth Management LLC | 772 | $385.7K | 0.17% | −208−21.2% | Reduced |
| Code Waechter LLC | 773 | $386.2K | 0.23% | +11+1.4% | Added |
| First National Bank | 773 | $386.2K | 0.19% | −9−1.2% | Reduced |
| LifeWealth Investments, LLC | 773 | $386.2K | 0.12% | +37+5.0% | Added |
| Independent Wealth Network Inc. | 774 | $386.7K | 0.11% | +2+0.3% | Added |
| DHJJ Financial Advisors, Ltd. | 775 | $387.2K | 0.13% | −21−2.6% | Reduced |
| Abacus Planning Group, Inc. | 776 | $387.9K | 0.05% | +186+31.5% | Added |
| Tower View Investment Management & Research LLC | 777 | $388.2K | 0.20% | +53+7.3% | Added |
| Waddell & Associates, LLC | 781 | $390.2K | 0.02% | −314−28.7% | Reduced |
| Stonebridge Capital Advisors LLC | 781 | $390.4K | 0.03% | −18−2.3% | Reduced |
| Integrated Capital Management, LLC | 782 | $390.7K | 0.16% | +2+0.3% | Added |
| Elm Partners Management LLC | 791 | $390.9K | 0.02% | +171+27.6% | Added |
| Pasadena Private Wealth, LLC | 783 | $391.2K | 0.05% | −5−0.6% | Reduced |
| Capstone Financial Advisors, Inc. | 783 | $391.3K | 0.02% | +2+0.3% | Added |
| Braun-Bostich & Associates Inc. | 784 | $391.7K | 0.25% | +50+6.8% | Added |
| Elgethun Capital Management | 785 | $392.1K | 0.06% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 785 | $392.2K | 0.11% | +272+53.0% | Added |
| Valley National Advisers Inc | 788 | $393.0K | 0.05% | −12−1.5% | Reduced |
| DecisionMap Wealth Management, LLC | 787 | $393.2K | 0.25% | +87+12.4% | Added |
| Watershed Private Wealth LLC | 788 | $393.7K | 0.12% | −131−14.3% | Reduced |
| Caliber Wealth Management, LLC | 788 | $393.7K | 0.04% | −25−3.1% | Reduced |
| Emerald Advisors, LLC | 788 | $393.8K | 0.05% | +46+6.2% | Added |
| Palogic Value Management, L.P. | 789 | $394.2K | 0.17% | +136+20.8% | Added |
| Wise Wealth Partners | 789 | $394.3K | 0.53% | −71−8.3% | Reduced |
| BNC Wealth Management, LLC | 790 | $394.7K | 0.11% | −1,529−65.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 790 | $394.7K | 0.06% | +7+0.9% | Added |
| Alteri Wealth LLC | 791 | $395.1K | 0.13% | −39−4.7% | Reduced |
| First Financial Corp | 791 | $395.2K | 0.16% | −15−1.9% | Reduced |
| Ullmann Financial Group, Inc. | 792 | $395.6K | 0.04% | −17−2.1% | Reduced |
| One River Asset Management, LLC | 792 | $395.7K | 1.35% | −1,396−63.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 794 | $396.7K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 794 | $396.7K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 794 | $396.7K | 0.09% | +68+9.4% | Added |
| Willner & Heller, LLC | 795 | $397.0K | 0.30% | +12+1.5% | Added |
| Smith Shellnut Wilson LLC | 795 | $397.2K | 0.17% | −7−0.9% | Reduced |
| Hamel Associates, Inc. | 799 | $399.2K | 0.11% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 799 | $399.2K | 0.16% | +75+10.4% | Added |
| Empirical Asset Management, LLC | 799 | $399.4K | 0.11% | −1,008−55.8% | Reduced |
| North Ridge Wealth Advisors, Inc. | 800 | $399.7K | 0.22% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 802 | $400.3K | 0.25% | +1+0.1% | Added |
| Luts & Greenleigh Group, Inc | 802 | $400.7K | 0.32% | −4−0.5% | Reduced |
| Catalyst Private Wealth, LLC | 802 | $400.7K | 0.22% | −202−20.1% | Reduced |
| Bulltick Wealth Management, LLC | 803 | $401.2K | 0.09% | +15+1.9% | Added |
| Golden Reserve Retirement LLC | 804 | $401.7K | 0.08% | +270+50.6% | Added |
| GenTrust, LLC | 804 | $402.0K | 0.02% | −134−14.3% | Reduced |
| Arbor Wealth Management LLC | 805 | $402.2K | 0.40% | +1+0.1% | Added |
| Innova Wealth Partners | 806 | $402.5K | 0.19% | +252+45.5% | Added |
| Secure Asset Management, LLC | 806 | $402.6K | 0.06% | +83+11.5% | Added |
| Portland Global Advisors LLC | 806 | $402.7K | 0.04% | −52−6.1% | Reduced |
| Gemmer Asset Management LLC | 806 | $402.7K | 0.03% | +23+2.9% | Added |
| Causey Wealth LLC | 806 | $402.7K | 0.17% | +127+18.7% | Added |
| Bank Hapoalim BM | 806 | $403.0K | 0.06% | −199−19.8% | Reduced |
| DMKC Advisory Services, LLC | 808 | $403.7K | 0.17% | −43−5.1% | Reduced |
| Pinnacle Bancorp, Inc. | 809 | $404.2K | 0.12% | −95−10.5% | Reduced |
| Madison Wealth Partners, Inc | 811 | $405.4K | 0.06% | +76+10.3% | Added |
| Cascade Investment Group, Inc. | 813 | $406.2K | 0.27% | −10−1.2% | Reduced |
| Phillips Wealth Planners LLC | 817 | $406.7K | 0.31% | −182−18.2% | Reduced |
| Ballast, Inc. | 818 | $408.7K | 0.09% | −50−5.8% | Reduced |
| Fortis Advisors, LLC | 821 | $410.2K | 0.21% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 823 | $411.2K | 0.20% | +823 | New |
| Dominguez Wealth Management Solutions, Inc. | 824 | $411.5K | 0.25% | +1+0.1% | Added |
| Sage Private Wealth Group, LLC | 825 | $412.2K | 0.21% | −101−10.9% | Reduced |
| Financial Management Professionals, Inc. | 826 | $412.6K | 0.05% | +1+0.1% | Added |
| Blueshift Asset Management, LLC | 826 | $412.7K | 0.13% | −1,651−66.7% | Reduced |
| Convergence Investment Partners, LLC | 826 | $412.7K | 0.07% | −58−6.6% | Reduced |
| West Michigan Advisors, LLC | 827 | $413.2K | 0.09% | +113+15.8% | Added |
| BCS Wealth Management | 827 | $413.2K | 0.08% | −827−50.0% | Reduced |
| KKM Financial LLC | 726 | $414.5K | 0.07% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 830 | $414.7K | 0.10% | −16−1.9% | Reduced |
| City National Bank of Florida | 830 | $414.7K | 0.25% | −374−31.1% | Reduced |
| Colonial Trust Advisors | 831 | $415.2K | 0.03% | −187−18.4% | Reduced |
| Wingate Wealth Advisors, Inc. | 831 | $415.2K | 0.22% | −7−0.8% | Reduced |
| Baldwin Brothers Inc | 831 | $415.2K | 0.03% | +90+12.1% | Added |
| First American Trust, FSB | 835 | $417.3K | 0.03% | +164+24.4% | Added |
| Insight Advisors, LLC | 836 | $417.4K | 0.08% | +1+0.1% | Added |
| JM2 Capital Inc. | 837 | $418.2K | 0.35% | −10−1.2% | Reduced |
| TRUE Private Wealth Advisors | 838 | $418.8K | 0.04% | +23+2.8% | Added |
| First Financial Group Corp | 839 | $419.2K | 0.34% | −7−0.8% | Reduced |
| North Dallas Bank & Trust Co | 843 | $421.2K | 0.29% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 844 | $421.6K | 0.05% | +368+77.3% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 845 | $422.2K | 0.67% | −3,200−79.1% | Reduced |
| Tempus Wealth Planning, LLC | 845 | $422.3K | 0.10% | +42+5.2% | Added |
| Vivaldi Capital Management, LLC | 846 | $422.7K | 0.06% | −69−7.5% | Reduced |
| Wealthquest Corp | 847 | $423.2K | 0.03% | +28+3.4% | Added |
| High Net Worth Advisory Group LLC | 848 | $423.8K | 0.10% | +1+0.1% | Added |
| Financial Council Asset Management Inc | 849 | $424.2K | 0.16% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 850 | $424.7K | 0.08% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 856 | $427.8K | 0.25% | +39+4.8% | Added |
| Heck Capital Advisors, LLC | 860 | $429.7K | 0.03% | −700−44.9% | Reduced |
| J.M. Arbour, LLC | 863 | $431.2K | 0.41% | +13+1.5% | Added |
| M1 Capital Management LLC | 865 | $432.2K | 0.20% | −40−4.4% | Reduced |
| New England Research & Management, Inc. | 866 | $432.7K | 0.18% | −839−49.2% | Reduced |
| Global Financial Private Client, LLC | 868 | $433.7K | 0.14% | +5+0.6% | Added |
| Kanawha Capital Management LLC | 869 | $434.1K | 0.03% | 00.0% | Unchanged |