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
- 3,633
- −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 | 3,634 | $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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 8,120 | $4.06M | 0.97% | +70+0.9% | Added |
| Aigen Investment Management, LP | 8,114 | $4.05M | 1.04% | +8,114 | New |
| Tyche Wealth Partners LLC | 8,098 | $4.05M | 0.62% | +13+0.2% | Added |
| Flagship Harbor Advisors, LLC | 8,093 | $4.04M | 0.18% | +199+2.5% | Added |
| Capital Asset Advisory Services LLC | 7,788 | $4.02M | 0.15% | −175−2.2% | Reduced |
| SBI Securities Co., Ltd. | 8,051 | $4.02M | 0.11% | −87−1.1% | Reduced |
| Texas Bank & Trust Co | 8,038 | $4.02M | 1.51% | −302−3.6% | Reduced |
| Schmidt P J Investment Management Inc | 8,034 | $4.01M | 0.68% | −8−0.1% | Reduced |
| Cadent Capital Advisors, LLC | 8,025 | $4.01M | 1.06% | 00.0% | Unchanged |
| IKE Capital, LLC | 8,006 | $4.00M | 2.26% | +5,175+182.8% | Added |
| Kampmann Melissa S. | 8,003 | $4.00M | 3.21% | −50−0.6% | Reduced |
| Garrett Investment Advisors LLC | 8,001 | $4.00M | 0.32% | +328+4.3% | Added |
| Aaron Wealth Advisors | 7,964 | $3.98M | 0.23% | −4,063−33.8% | Reduced |
| Checchi Capital Advisers, LLC | 7,957 | $3.98M | 0.27% | +276+3.6% | Added |
| Harvey Capital Management Inc | 7,950 | $3.97M | 0.91% | +5+0.1% | Added |
| Natural Investments, LLC | 7,937 | $3.96M | 0.98% | −130−1.6% | Reduced |
| Everest Financial Group LLC | 7,914 | $3.95M | 0.65% | +3,235+69.1% | Added |
| General Partner, Inc. | 7,903 | $3.95M | 2.41% | −700−8.1% | Reduced |
| Simplicity Wealth,LLC | 7,899 | $3.95M | 0.22% | +685+9.5% | Added |
| Strengthening Families & Communities, LLC | 7,892 | $3.94M | 0.98% | −1,246−13.6% | Reduced |
| Commonwealth Retirement Investments LLC | 7,885 | $3.94M | 1.22% | +751+10.5% | Added |
| Arq Wealth Advisors, LLC | 7,879 | $3.94M | 0.71% | +6,416+438.6% | Added |
| JPL Wealth Management, LLC | 7,846 | $3.92M | 0.90% | +245+3.2% | Added |
| BOK Financial Private Wealth, Inc. | 7,830 | $3.91M | 0.24% | −180−2.2% | Reduced |
| Independence Bank of Kentucky | 7,817 | $3.91M | 0.49% | −44−0.6% | Reduced |
| Mitchell Capital Management Co | 7,816 | $3.91M | 0.72% | −7,360−48.5% | Reduced |
| Courier Capital LLC | 7,798 | $3.90M | 0.22% | −573−6.8% | Reduced |
| Peak Asset Management, LLC | 7,794 | $3.89M | 0.69% | +98+1.3% | Added |
| San Luis Wealth Advisors LLC | 7,780 | $3.89M | 0.64% | −92−1.2% | Reduced |
| Klingman & Associates, LLC | 7,771 | $3.88M | 0.19% | +39+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 7,737 | $3.88M | 0.08% | +1,419+22.5% | Added |
| Diversified Enterprises, LLC | 7,743 | $3.87M | 0.21% | +3,070+65.7% | Added |
| Cigna Investments Inc | 7,725 | $3.86M | 0.60% | −117−1.5% | Reduced |
| Moors & Cabot, Inc. | 7,655 | $3.83M | 0.16% | −509−6.2% | Reduced |
| Intrust Bank NA | 7,632 | $3.81M | 0.31% | −385−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 7,615 | $3.80M | 0.12% | −64−0.8% | Reduced |
| Hilltop Partners LLC | 7,611 | $3.80M | 0.98% | +785+11.5% | Added |
| Cullinan Associates Inc | 7,600 | $3.80M | 0.31% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 7,596 | $3.80M | 1.41% | +486+6.8% | Added |
| Mathes Company, Inc. | 7,594 | $3.79M | 1.39% | +215+2.9% | Added |
| Morse Asset Management, Inc | 7,589 | $3.79M | 0.79% | +225+3.1% | Added |
| Greenfield Savings Bank | 7,563 | $3.78M | 1.61% | −25−0.3% | Reduced |
| Inkwell Capital LLC | 7,560 | $3.78M | 3.85% | −71−0.9% | Reduced |
| Aventura Private Wealth, LLC | 7,557 | $3.78M | 1.38% | −106−1.4% | Reduced |
| Parkside Financial Bank & Trust | 7,554 | $3.77M | 0.29% | −61−0.8% | Reduced |
| MV Capital Management, Inc. | 7,545 | $3.77M | 0.37% | +109+1.5% | Added |
| Pictet Bank & Trust Ltd | 7,500 | $3.75M | 4.93% | −500−6.3% | Reduced |
| Symphony Financial, Ltd. Co. | 7,524 | $3.72M | 0.49% | +429+6.0% | Added |
| Agf Management Ltd | 7,444 | $3.72M | 0.02% | −1,204−13.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 7,425 | $3.71M | 1.45% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 7,417 | $3.71M | 0.58% | +71+1.0% | Added |
| Profund Advisors LLC | 7,368 | $3.68M | 0.14% | −1,801−19.6% | Reduced |
| Papamarkou Wellner Asset Management inc. | 7,367 | $3.68M | 2.25% | +388+5.6% | Added |
| Segment Wealth Management, LLC | 7,363 | $3.68M | 0.22% | +255+3.6% | Added |
| Camden Capital, LLC | 7,354 | $3.67M | 0.24% | +457+6.6% | Added |
| Titiun Yejiel | 7,335 | $3.67M | 3.71% | +3,955+117.0% | Added |
| Sandro Wealth Management LLC | 7,325 | $3.66M | 2.93% | +623+9.3% | Added |
| New Age Alpha Advisors, LLC | 7,324 | $3.66M | 0.17% | −7,864−51.8% | Reduced |
| AlTi Global, Inc. | 7,310 | $3.65M | 0.08% | −2,625−26.4% | Reduced |
| Spinnaker Trust | 7,286 | $3.64M | 0.20% | −20−0.3% | Reduced |
| Bluedoor Private Wealth, LLC | 7,273 | $3.63M | 1.68% | +321+4.6% | Added |
| First Bank & Trust | 7,255 | $3.63M | 0.58% | −467−6.0% | Reduced |
| Modus Advisors, LLC | 7,243 | $3.62M | 1.00% | +276+4.0% | Added |
| Naviter Wealth, LLC | 7,236 | $3.62M | 0.45% | +377+5.5% | Added |
| EverSource Wealth Advisors, LLC | 7,231 | $3.61M | 0.11% | +967+15.4% | Added |
| Howland Capital Management LLC | 7,202 | $3.60M | 0.14% | +40+0.6% | Added |
| Jacobi Capital Management LLC | 7,191 | $3.59M | 0.20% | +100+1.4% | Added |
| Sawyer & Company, Inc | 7,185 | $3.59M | 1.38% | +80+1.1% | Added |
| Sava Infond d.o.o. | 7,155 | $3.58M | 0.51% | −2,040−22.2% | Reduced |
| Strong Tower Advisory Services | 7,152 | $3.57M | 0.67% | +350+5.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 7,133 | $3.56M | 0.13% | +2,200+44.6% | Added |
| Smithfield Trust Co | 7,162 | $3.56M | 0.15% | +96+1.4% | Added |
| Kingswood Wealth Advisors, LLC | 7,104 | $3.55M | 0.17% | −321−4.3% | Reduced |
| Tranquility Partners, LLC | 7,090 | $3.54M | 1.34% | −85−1.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 7,079 | $3.54M | 0.44% | −829−10.5% | Reduced |
| Harold Davidson & Associates Inc. | 7,064 | $3.53M | 1.71% | +7+0.1% | Added |
| Stenger Family Office, LLC | 7,054 | $3.52M | 0.64% | +327+4.9% | Added |
| Keebeck Wealth Management, LLC | 7,051 | $3.52M | 0.40% | −749−9.6% | Reduced |
| Calamos Wealth Management LLC | 7,047 | $3.52M | 0.12% | +643+10.0% | Added |
| Simmons Bank | 7,013 | $3.50M | 0.23% | +309+4.6% | Added |
| Viking Fund Management LLC | 7,000 | $3.50M | 0.36% | 00.0% | Unchanged |
| S&G Foundation | 7,000 | $3.50M | 0.19% | +7,000 | New |
| Whitford Management LLC | 6,986 | $3.49M | 3.57% | −1,334−16.0% | Reduced |
| Avidian Wealth Solutions, LLC | 6,979 | $3.49M | 0.11% | +4,214+152.4% | Added |
| Kendall Capital Management | 6,973 | $3.48M | 0.71% | +182+2.7% | Added |
| IPG Investment Advisors LLC | 6,965 | $3.48M | 0.60% | +1,269+22.3% | Added |
| Westview Management dba Westview Investment Advisors | 6,936 | $3.47M | 1.80% | −607−8.0% | Reduced |
| First Citizens Bank & Trust Co | 6,911 | $3.45M | 0.07% | −25,626−78.8% | Reduced |
| Maridea Wealth Management LLC | 6,897 | $3.45M | 0.50% | +940+15.8% | Added |
| Argonautica Private Wealth Management, Inc | 6,889 | $3.44M | 1.04% | −139−2.0% | Reduced |
| MidFirst Bank | 6,889 | $3.44M | 0.28% | −2,495−26.6% | Reduced |
| Everhart Financial Group, Inc. | 6,885 | $3.44M | 0.29% | +904+15.1% | Added |
| Channing Global Advisors, LLC | 6,876 | $3.44M | 2.01% | −333−4.6% | Reduced |
| NVWM, LLC | 6,874 | $3.43M | 0.76% | +70+1.0% | Added |
| Agate Pass Investment Management, LLC | 6,874 | $3.43M | 1.34% | −9−0.1% | Reduced |
| Fairfield Financial Advisors, LTD | 6,856 | $3.43M | 1.18% | −302−4.2% | Reduced |
| HighPoint Advisor Group LLC | 6,852 | $3.42M | 0.14% | −23,894−77.7% | Reduced |
| Accent Capital Management, LLC | 6,846 | $3.42M | 1.66% | +64+0.9% | Added |
| Personal Cfo Solutions, LLC | 6,832 | $3.41M | 0.48% | −267−3.8% | Reduced |
| Mirova | 6,815 | $3.41M | 0.14% | −1,162−14.6% | Reduced |