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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 19,840 | $9.91M | 0.61% | −3,950−16.6% | Reduced |
| SeaTown Holdings Pte. Ltd. | 19,700 | $9.84M | 6.45% | +2,700+15.9% | Added |
| Live Oak Private Wealth LLC | 19,616 | $9.80M | 1.37% | +64+0.3% | Added |
| Horizon Kinetics Asset Management LLC | 19,516 | $9.75M | 0.11% | −63−0.3% | Reduced |
| Lyell Wealth Management, LP | 19,514 | $9.75M | 0.72% | −330−1.7% | Reduced |
| Legacy Private Trust Co. | 19,511 | $9.75M | 0.60% | +193+1.0% | Added |
| Valeo Financial Advisors, LLC | 19,507 | $9.75M | 0.23% | −3,791−16.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 19,499 | $9.74M | 0.56% | −1,263−6.1% | Reduced |
| Integrated Wealth Concepts LLC | 19,432 | $9.71M | 0.08% | +6,104+45.8% | Added |
| Mill Creek Capital Advisors, LLC | 19,398 | $9.69M | 0.20% | −312−1.6% | Reduced |
| Apella Capital, LLC | 18,503 | $9.65M | 0.14% | +1,132+6.5% | Added |
| V-Square Quantitative Management LLC | 19,227 | $9.61M | 1.02% | +919+5.0% | Added |
| IFP Advisors, Inc | 19,197 | $9.59M | 0.20% | +1,596+9.1% | Added |
| Ironwood Investment Counsel, LLC | 19,083 | $9.54M | 1.37% | +698+3.8% | Added |
| James Investment Research Inc | 19,012 | $9.50M | 1.07% | −2,318−10.9% | Reduced |
| Summit Financial, LLC | 18,957 | $9.47M | 0.12% | +6,878+56.9% | Added |
| GAM Holding AG | 18,792 | $9.39M | 0.82% | −9,211−32.9% | Reduced |
| Certified Advisory Corp | 18,702 | $9.34M | 0.84% | −736−3.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,553 | $9.27M | 0.18% | +18,553 | New |
| Clark Capital Management Group, Inc. | 18,509 | $9.25M | 0.06% | +2,239+13.8% | Added |
| Huber Capital Management LLC | 18,409 | $9.20M | 1.42% | 00.0% | Unchanged |
| Welch Group, LLC | 18,305 | $9.15M | 0.34% | +1,371+8.1% | Added |
| Brasada Capital Management, LP | 18,238 | $9.15M | 1.68% | −1,811−9.0% | Reduced |
| Ingalls & Snyder LLC | 18,228 | $9.11M | 0.32% | −277−1.5% | Reduced |
| TBH Global Asset Management, LLC | 18,219 | $9.10M | 1.83% | −1,756−8.8% | Reduced |
| Hingham Institution for Savings | 18,100 | $9.04M | 7.99% | +1,200+7.1% | Added |
| City Holding Co | 18,094 | $9.04M | 1.13% | −707−3.8% | Reduced |
| Progressive Investment Management Corp | 18,091 | $9.04M | 2.39% | −30−0.2% | Reduced |
| Physicians Financial Services, Inc. | 18,058 | $9.02M | 2.47% | +50+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,857 | $8.92M | 0.05% | −45,726−71.9% | Reduced |
| Berger Financial Group, Inc | 17,840 | $8.91M | 0.50% | −341−1.9% | Reduced |
| Cypress Asset Management Inc | 17,796 | $8.89M | 2.06% | −225−1.2% | Reduced |
| TD Private Client Wealth LLC | 17,795 | $8.89M | 0.18% | −2,862−13.9% | Reduced |
| Knollwood Investment Advisory, LLC | 17,755 | $8.87M | 0.89% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 17,740 | $8.86M | 0.25% | +155+0.9% | Added |
| Pegasus Asset Management, Inc. | 17,703 | $8.85M | 2.83% | +183+1.0% | Added |
| Cypress Capital Group | 17,406 | $8.70M | 0.98% | −1,303−7.0% | Reduced |
| Fiduciary Group LLC | 17,391 | $8.69M | 0.74% | −121−0.7% | Reduced |
| First National Bank of Omaha | 17,450 | $8.68M | 0.27% | −228−1.3% | Reduced |
| Dakota Wealth Management | 17,356 | $8.67M | 0.19% | +4,745+37.6% | Added |
| Infusive Asset Management Inc. | 17,282 | $8.64M | 4.18% | +2,086+13.7% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 17,224 | $8.61M | 2.85% | −99−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 17,202 | $8.60M | 0.27% | +426+2.5% | Added |
| TrimTabs Asset Management, LLC | 17,187 | $8.59M | 1.93% | −23,709−58.0% | Reduced |
| Stokes Capital Advisors, LLC | 17,185 | $8.59M | 1.93% | +588+3.5% | Added |
| Everence Capital Management Inc | 17,176 | $8.58M | 0.52% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 17,129 | $8.56M | 0.81% | +4,038+30.8% | Added |
| Union Heritage Capital, LLC | 17,112 | $8.55M | 3.18% | −227−1.3% | Reduced |
| WealthPlan Investment Management, LLC | 17,067 | $8.53M | 0.48% | +1,263+8.0% | Added |
| Winton Group Ltd | 17,000 | $8.49M | 0.30% | +1,731+11.3% | Added |
| Level Four Advisory Services, LLC | 16,936 | $8.46M | 0.28% | +150+0.9% | Added |
| Warren Averett Asset Management, LLC | 16,884 | $8.44M | 0.06% | +865+5.4% | Added |
| Meridian Wealth Management, LLC | 16,808 | $8.40M | 0.30% | −432−2.5% | Reduced |
| Cohen Klingenstein LLC | 16,800 | $8.39M | 0.27% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17,041 | $8.38M | 0.58% | −132−0.8% | Reduced |
| Savvy Advisors, Inc. | 16,776 | $8.38M | 0.22% | +3,284+24.3% | Added |
| Broadleaf Partners, LLC | 16,769 | $8.38M | 1.95% | −513−3.0% | Reduced |
| Boston Research & Management Inc | 16,753 | $8.37M | 1.95% | −2,360−12.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 16,750 | $8.37M | 0.47% | +877+5.5% | Added |
| Northeast Investment Management | 16,716 | $8.35M | 0.35% | −430−2.5% | Reduced |
| Coastline Trust Co | 16,714 | $8.35M | 0.83% | −397−2.3% | Reduced |
| King Wealth | 16,593 | $8.29M | 1.04% | −132−0.8% | Reduced |
| Saranac Partners Ltd | 16,884 | $8.28M | 3.58% | −819−4.6% | Reduced |
| Rockbridge Capital Management LLC | 16,548 | $8.27M | 5.58% | −1,635−9.0% | Reduced |
| LGT Fund Management Co Ltd. | 16,522 | $8.26M | 0.36% | −3,774−18.6% | Reduced |
| Affinity Wealth Management LLC | 16,513 | $8.25M | 1.25% | +97+0.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 16,447 | $8.22M | 0.62% | +104+0.6% | Added |
| Ascent Wealth Partners, LLC | 16,339 | $8.16M | 0.95% | +265+1.6% | Added |
| Private Wealth Partners, LLC | 16,330 | $8.16M | 0.63% | +1,587+10.8% | Added |
| Saybrook Capital | 16,310 | $8.15M | 2.19% | +515+3.3% | Added |
| Capital Investment Advisors, LLC | 16,310 | $8.15M | 0.12% | −570−3.4% | Reduced |
| Whalerock Point Partners, LLC | 16,296 | $8.14M | 1.57% | +510+3.2% | Added |
| Mount Yale Investment Advisors, LLC | 16,211 | $8.10M | 0.19% | +7,090+77.7% | Added |
| Westwood Holdings Group Inc. | 16,208 | $8.10M | 0.06% | +15,114+1,381.5% | Added |
| Notis-McConarty Edward | 16,187 | $8.09M | 4.02% | +10.0% | Added |
| Fundamentun, LLC | 16,149 | $8.07M | 0.32% | −3,579−18.1% | Reduced |
| Wisconsin Capital Management LLC | 16,121 | $8.06M | 4.42% | −395−2.4% | Reduced |
| Parisi Gray Wealth Management | 16,094 | $8.04M | 1.92% | +58+0.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,074 | $8.03M | 0.42% | −483−2.9% | Reduced |
| Contravisory Investment Management, Inc. | 16,024 | $8.01M | 1.64% | −639−3.8% | Reduced |
| Sargent Investment Group, LLC | 15,978 | $7.98M | 1.05% | +443+2.9% | Added |
| Mattern Capital Management, LLC | 15,960 | $7.97M | 0.96% | +1,691+11.9% | Added |
| Hills Bank & Trust Co | 15,947 | $7.97M | 0.39% | −1,157−6.8% | Reduced |
| SlateStone Wealth, LLC | 15,883 | $7.94M | 0.65% | +479+3.1% | Added |
| Tema ETFs LLC | 15,881 | $7.94M | 0.53% | +885+5.9% | Added |
| Evoke Wealth, LLC | 15,865 | $7.93M | 0.15% | −16,496−51.0% | Reduced |
| Adviser Investments LLC | 15,824 | $7.91M | 0.09% | +545+3.6% | Added |
| Crystal Rock Capital Management | 15,814 | $7.90M | 4.69% | −325−2.0% | Reduced |
| Herold Advisors, Inc. | 15,793 | $7.89M | 1.73% | +426+2.8% | Added |
| Summit Global Investments | 15,778 | $7.88M | 0.47% | −547−3.4% | Reduced |
| Linscomb & Williams, Inc. | 15,766 | $7.88M | 0.35% | −2,139−11.9% | Reduced |
| St. Nicholas Private Asset Management, Inc | 15,748 | $7.87M | 7.36% | +182+1.2% | Added |
| Rossmore Private Capital | 15,733 | $7.86M | 0.69% | −300−1.9% | Reduced |
| Spirepoint Private Client, LLC | 15,729 | $7.86M | 0.75% | +1,171+8.0% | Added |
| Evelyn Partners Asset Management Ltd | 15,676 | $7.83M | 1.93% | +189+1.2% | Added |
| Catalytic Wealth RIA, LLC | 15,626 | $7.81M | 0.32% | −543−3.4% | Reduced |
| Wealthspire Advisors, LLC | 15,617 | $7.80M | 0.06% | −3,787−19.5% | Reduced |
| Premier Fund Managers Ltd | 15,785 | $7.80M | 0.55% | −9,511−37.6% | Reduced |
| RKL Wealth Management LLC | 15,590 | $7.79M | 0.70% | −504−3.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 15,558 | $7.77M | 0.53% | −1,378−8.1% | Reduced |