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; 3,633 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 6,815 | $3.40M | 1.06% | −139−2.0% | Reduced |
| Icon Wealth Advisors, LLC | 6,478 | $3.40M | 0.22% | −4,678−41.9% | Reduced |
| GTS Securities LLC | 6,786 | $3.39M | 0.12% | −3,782−35.8% | Reduced |
| Hohimer Wealth Management, LLC | 6,777 | $3.39M | 0.41% | +6,358+1,517.4% | Added |
| Circle Wealth Management, LLC | 6,771 | $3.38M | 0.05% | −621−8.4% | Reduced |
| Investment Insight Wealth Management, LLC | 6,751 | $3.37M | 3.64% | +30.0% | Added |
| Stamos Capital Partners, L.P. | 6,748 | $3.37M | 0.53% | +1,078+19.0% | Added |
| SeaBridge Investment Advisors LLC | 6,715 | $3.36M | 0.57% | −32−0.5% | Reduced |
| Fortune Financial Advisors, LLC | 6,702 | $3.35M | 1.71% | +127+1.9% | Added |
| Boston Private Wealth LLC | 6,691 | $3.34M | 0.22% | −5,753−46.2% | Reduced |
| Grove Bank & Trust | 6,677 | $3.34M | 0.38% | −686−9.3% | Reduced |
| Premier Path Wealth Partners, LLC | 6,674 | $3.33M | 0.43% | +1,072+19.1% | Added |
| Fidelis Capital Partners, LLC | 6,667 | $3.33M | 0.24% | +189+2.9% | Added |
| Moody National Bank Trust Division | 6,664 | $3.33M | 0.32% | +14+0.2% | Added |
| Pinkerton Retirement Specialists, LLC | 5,818 | $3.32M | 0.30% | −131−2.2% | Reduced |
| CRA Financial Services, LLC | 6,642 | $3.32M | 0.43% | −172−2.5% | Reduced |
| Barbara Oil Co. | 6,630 | $3.31M | 1.28% | 00.0% | Unchanged |
| Holderness Investments Co | 6,630 | $3.31M | 0.67% | −107−1.6% | Reduced |
| Little House Capital LLC | 6,617 | $3.31M | 0.85% | −425−6.0% | Reduced |
| AXS Investments LLC | 6,606 | $3.30M | 1.33% | −1,646−19.9% | Reduced |
| HBK Sorce Advisory LLC | 6,654 | $3.30M | 0.07% | −12−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 6,596 | $3.30M | 0.06% | +619+10.4% | Added |
| Cornerstone Wealth Group, LLC | 6,427 | $3.29M | 0.21% | +325+5.3% | Added |
| Belpointe Asset Management LLC | 6,552 | $3.27M | 0.12% | −266−3.9% | Reduced |
| Roble, Belko & Company, Inc | 6,526 | $3.26M | 0.41% | −86−1.3% | Reduced |
| Ceera Investments, LLC | 6,519 | $3.26M | 1.43% | −551−7.8% | Reduced |
| BOCHK Asset Management Ltd | 6,500 | $3.25M | 0.67% | +6,500 | New |
| Aviso Wealth Management | 6,485 | $3.24M | 1.46% | +426+7.0% | Added |
| Sendero Wealth Management, LLC | 6,454 | $3.22M | 0.36% | +549+9.3% | Added |
| Midwest Professional Planners, LTD. | 6,451 | $3.22M | 0.76% | +5+0.1% | Added |
| TRB Wealth Management, LLC | 6,434 | $3.21M | 0.46% | +6,434 | New |
| Leonteq Securities AG | 6,430 | $3.21M | 0.19% | −1,235−16.1% | Reduced |
| Chicago Trust Co NA | 6,387 | $3.19M | 0.51% | −713−10.0% | Reduced |
| Geneos Wealth Management Inc. | 6,375 | $3.19M | 0.07% | +68+1.1% | Added |
| Duncan Williams Asset Management, LLC | 6,341 | $3.17M | 0.88% | −318−4.8% | Reduced |
| Great Lakes Retirement, Inc. | 6,311 | $3.15M | 0.33% | −49−0.8% | Reduced |
| Prospect Hill Management, LLC | 6,300 | $3.15M | 1.40% | −850−11.9% | Reduced |
| Kerusso Capital Management LLC | 6,291 | $3.14M | 1.57% | −449−6.7% | Reduced |
| Ausdal Financial Partners, Inc. | 6,289 | $3.14M | 0.14% | −128−2.0% | Reduced |
| NBT Bank N A | 6,283 | $3.14M | 0.21% | −612−8.9% | Reduced |
| Old Second National Bank of Aurora | 6,274 | $3.13M | 0.65% | +88+1.4% | Added |
| Axq Capital, LP | 6,272 | $3.13M | 0.40% | +6,272 | New |
| Arjuna Capital | 6,268 | $3.13M | 0.80% | +181+3.0% | Added |
| Resurgent Financial Advisors LLC | 6,267 | $3.13M | 1.14% | +4,671+292.7% | Added |
| Tounjian Advisory Partners, LLC | 6,264 | $3.13M | 1.13% | −316−4.8% | Reduced |
| Concord Wealth Partners | 6,263 | $3.13M | 0.41% | +365+6.2% | Added |
| Fairtree Asset Management (Pty) Ltd | 6,262 | $3.13M | 1.44% | +1,704+37.4% | Added |
| Cullen Investment Group, Ltd. | 6,253 | $3.12M | 0.41% | −115−1.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 6,238 | $3.12M | 0.45% | +144+2.4% | Added |
| Campbell & CO Investment Adviser LLC | 6,224 | $3.11M | 0.18% | +6,224 | New |
| Cordatus Wealth Management LLC | 6,185 | $3.09M | 0.74% | −21−0.3% | Reduced |
| Hilltop Holdings Inc. | 6,184 | $3.09M | 0.28% | −16,668−72.9% | Reduced |
| Chatham Capital Group, Inc. | 6,184 | $3.09M | 0.45% | +118+1.9% | Added |
| LVW Advisors, LLC | 6,133 | $3.06M | 0.30% | −661−9.7% | Reduced |
| Marion Wealth Management | 6,133 | $3.06M | 0.68% | +541+9.7% | Added |
| Prosperity Consulting Group, LLC | 6,125 | $3.06M | 0.14% | −153−2.4% | Reduced |
| Boston Trust Walden Corp | 6,104 | $3.05M | 0.03% | −5−0.1% | Reduced |
| Redmond Asset Management, LLC | 6,060 | $3.03M | 0.83% | −173−2.8% | Reduced |
| Tsai Capital Corp | 6,019 | $3.01M | 2.24% | +240+4.2% | Added |
| Aster Capital Management (DIFC) Ltd | 5,476 | $3.00M | 0.98% | +3,167+137.2% | Added |
| Alpha Omega Wealth Management LLC | 6,002 | $3.00M | 0.49% | +6+0.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 5,997 | $3.00M | 0.88% | +7+0.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 5,981 | $2.99M | 0.09% | −866−12.6% | Reduced |
| Peoples Financial Services Corp. | 5,970 | $2.98M | 1.41% | −98−1.6% | Reduced |
| Greenup Street Wealth Management LLC | 5,955 | $2.98M | 0.42% | +5,538+1,328.1% | Added |
| Applied Capital LLC | 5,944 | $2.97M | 2.16% | −110−1.8% | Reduced |
| Weatherly Asset Management L. P. | 5,936 | $2.97M | 0.24% | +197+3.4% | Added |
| Vista Investment Partners II, LLC | 5,933 | $2.96M | 1.33% | −5−0.1% | Reduced |
| Woodbridge Co Ltd | 5,927 | $2.96M | 0.01% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 5,909 | $2.95M | 0.64% | −3,849−39.4% | Reduced |
| Concord Asset Management, LLC | 5,893 | $2.94M | 0.50% | +376+6.8% | Added |
| PDS Planning, Inc | 5,893 | $2.94M | 0.19% | −388−6.2% | Reduced |
| Avalon Trust Co | 5,885 | $2.94M | 0.20% | +47+0.8% | Added |
| Optas, LLC | 5,858 | $2.93M | 0.44% | −227−3.7% | Reduced |
| Sepio Capital, LP | 5,852 | $2.92M | 0.16% | −150−2.5% | Reduced |
| Principle Wealth Partners LLC | 5,842 | $2.92M | 0.17% | −32−0.5% | Reduced |
| Security National Bank | 5,839 | $2.92M | 0.42% | −101−1.7% | Reduced |
| Ducere Wealth Management LLC | 5,836 | $2.92M | 1.16% | −107−1.8% | Reduced |
| Gold Investment Management Ltd. | 5,831 | $2.91M | 0.90% | +148+2.6% | Added |
| Boomfish Wealth Group, LLC | 5,808 | $2.90M | 1.55% | +126+2.2% | Added |
| Koshinski Asset Management, Inc. | 5,804 | $2.90M | 0.18% | +133+2.3% | Added |
| Benchmark Investment Advisors LLC | 5,798 | $2.90M | 1.68% | +5,798 | New |
| Kathmere Capital Management, LLC | 5,788 | $2.89M | 0.18% | +3,143+118.8% | Added |
| Mirabaud & Cie SA | 5,783 | $2.89M | 1.18% | +594+11.4% | Added |
| First American Bank | 5,770 | $2.88M | 0.18% | +908+18.7% | Added |
| Sherman Porfolios, LLC | 5,761 | $2.88M | 0.22% | +393+7.3% | Added |
| Moss Adams Wealth Advisors LLC | 5,736 | $2.87M | 0.21% | +324+6.0% | Added |
| Resources Management Corp | 5,735 | $2.87M | 0.38% | +1,593+38.5% | Added |
| Dudley Capital Management, LLC | 5,702 | $2.85M | 1.26% | −218−3.7% | Reduced |
| AMG National Trust Bank | 5,695 | $2.85M | 0.06% | +52+0.9% | Added |
| Platinum Investment Management Ltd | 5,689 | $2.84M | 0.72% | 00.0% | Unchanged |
| Bank of Hawaii | 5,687 | $2.84M | 0.15% | −310−5.2% | Reduced |
| Clark Asset Management, LLC | 5,652 | $2.82M | 0.27% | +532+10.4% | Added |
| TriaGen Wealth Management LLC | 5,648 | $2.82M | 0.77% | −273−4.6% | Reduced |
| Eley Financial Management, Inc | 5,643 | $2.82M | 1.02% | +8+0.1% | Added |
| Sunbelt Securities, Inc. | 5,628 | $2.81M | 0.18% | −299−5.0% | Reduced |
| Cornerstone Planning, LLC | 5,614 | $2.81M | 0.63% | −67−1.2% | Reduced |
| Transcend Wealth Collective, LLC | 5,608 | $2.80M | 0.22% | −296−5.0% | Reduced |
| Enterprise Financial Services Corp | 5,600 | $2.80M | 1.42% | +17+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,589 | $2.79M | 0.14% | −6,611−54.2% | Reduced |