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 |
|---|---|---|---|---|---|
| Invesco, LLC | 5,584 | $2.79M | 0.98% | 00.0% | Unchanged |
| Patten & Patten Inc | 5,578 | $2.79M | 0.17% | +100+1.8% | Added |
| Stelac Advisory Services LLC | 5,584 | $2.79M | 0.56% | +5,220+1,434.1% | Added |
| Trail Ridge Investment Advisors, LLC | 5,571 | $2.78M | 1.21% | +17+0.3% | Added |
| Strategic Advisors LLC | 5,559 | $2.78M | 0.46% | −100−1.8% | Reduced |
| Purkiss Capital Advisors LLC | 5,558 | $2.78M | 1.22% | +561+11.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,552 | $2.77M | 0.78% | +732+15.2% | Added |
| Elmwood Wealth Management, Inc. | 5,538 | $2.77M | 0.77% | −180−3.1% | Reduced |
| First Affirmative Financial Network | 5,538 | $2.77M | 1.07% | +5,538 | New |
| WealthBridge Capital Management, LLC | 5,507 | $2.75M | 0.63% | +15+0.3% | Added |
| Sovereign Financial Group, Inc. | 5,479 | $2.74M | 0.48% | +10.0% | Added |
| Rockingstone Advisors LLC | 5,477 | $2.74M | 1.26% | +250+4.8% | Added |
| Gables Capital Management Inc. | 5,474 | $2.74M | 1.16% | −25−0.5% | Reduced |
| Csenge Advisory Group | 5,471 | $2.73M | 0.13% | −170−3.0% | Reduced |
| 3Chopt Investment Partners, LLC | 5,468 | $2.73M | 0.63% | +653+13.6% | Added |
| Asset Dedication, LLC | 5,467 | $2.73M | 0.19% | −96−1.7% | Reduced |
| NBC Securities, Inc. | 5,466 | $2.73M | 0.21% | −133−2.4% | Reduced |
| Larson Financial Group LLC | 5,430 | $2.71M | 0.09% | +145+2.7% | Added |
| Bell Bank | 5,428 | $2.71M | 0.11% | −1,019−15.8% | Reduced |
| Tolleson Wealth Management, Inc. | 5,388 | $2.69M | 0.39% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,385 | $2.69M | 0.03% | −1,551−22.4% | Reduced |
| Correct Capital Wealth Management | 5,359 | $2.68M | 0.50% | +538+11.2% | Added |
| Centric Wealth Management | 5,293 | $2.67M | 0.53% | −459−8.0% | Reduced |
| Lecap Asset Management Ltd | 5,343 | $2.67M | 1.00% | +5,343 | New |
| Kensington Investment Counsel, LLC | 5,327 | $2.66M | 1.28% | 00.0% | Unchanged |
| Saturna Capital CORP | 5,320 | $2.66M | 0.04% | −260−4.7% | Reduced |
| Frec Markets, Inc. | 5,320 | $2.66M | 0.45% | +1,083+25.6% | Added |
| Walleye Trading LLC | 5,305 | $2.65M | 0.05% | −44,658−89.4% | Reduced |
| Mutual Advisors, LLC | 5,305 | $2.65M | 0.06% | −528−9.1% | Reduced |
| Sentinel Dome Partners, LLC | 5,300 | $2.65M | 2.52% | −4,850−47.8% | Reduced |
| Apriem Advisors | 5,300 | $2.65M | 0.25% | +210+4.1% | Added |
| Mitchell Sinkler & Starr | 5,286 | $2.64M | 1.22% | −61−1.1% | Reduced |
| Ssa Swiss Advisors AG | 5,260 | $2.63M | 1.22% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5,255 | $2.63M | 0.65% | −71−1.3% | Reduced |
| Putney Financial Group LLC | 5,255 | $2.63M | 2.65% | −246−4.5% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 5,222 | $2.61M | 0.34% | +124+2.4% | Added |
| Accurate Wealth Management, LLC | 5,223 | $2.61M | 0.31% | −934−15.2% | Reduced |
| American National Bank | 5,216 | $2.61M | 0.25% | +100+2.0% | Added |
| NorthRock Partners, LLC | 5,194 | $2.60M | 0.04% | +583+12.6% | Added |
| Visionary Wealth Advisors | 5,168 | $2.58M | 0.11% | −161−3.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.58M | 0.66% | 00.0% | Unchanged |
| Perpetual Ltd | 5,153 | $2.57M | 0.04% | +336+7.0% | Added |
| Martin & Co Inc | 5,142 | $2.57M | 0.44% | +81+1.6% | Added |
| Lynx Investment Advisory | 5,130 | $2.56M | 1.22% | −152−2.9% | Reduced |
| Cooper Financial Group | 5,129 | $2.56M | 0.26% | +207+4.2% | Added |
| SageView Advisory Group, LLC | 5,117 | $2.56M | 0.09% | −723−12.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,099 | $2.55M | 0.61% | +1,557+44.0% | Added |
| Jump Financial, LLC | 5,098 | $2.55M | 0.04% | +699+15.9% | Added |
| Ledyard National Bank | 5,095 | $2.55M | 0.22% | −243−4.6% | Reduced |
| Krilogy Financial LLC | 4,904 | $2.54M | 0.08% | +1,625+49.6% | Added |
| Piscataqua Savings Bank | 5,086 | $2.54M | 1.79% | −54−1.1% | Reduced |
| Headlands Technologies LLC | 5,076 | $2.54M | 0.29% | +5,076 | New |
| Lagoda Investment Management, L.P. | 5,075 | $2.54M | 1.56% | −729−12.6% | Reduced |
| Venturi Wealth Management, LLC | 5,072 | $2.53M | 0.11% | −59−1.1% | Reduced |
| Patron Partners Advisors, LLC | 5,056 | $2.53M | 1.12% | −121−2.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,039 | $2.52M | 2.23% | +40+0.8% | Added |
| Hardy Reed LLC | 5,036 | $2.52M | 0.18% | −151−2.9% | Reduced |
| Cambria Investment Management, L.P. | 5,034 | $2.52M | 0.14% | −209−4.0% | Reduced |
| Gibbs Wealth Management | 5,030 | $2.51M | 0.33% | −1,038−17.1% | Reduced |
| Next Century Growth Investors LLC | 5,027 | $2.51M | 0.18% | −86−1.7% | Reduced |
| Bourne Lent Asset Management Inc | 4,998 | $2.50M | 0.92% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,989 | $2.49M | 0.09% | +898+22.0% | Added |
| AdvisorNet Financial, Inc | 4,986 | $2.49M | 0.13% | −17−0.3% | Reduced |
| Scott & Selber, Inc. | 4,980 | $2.49M | 0.64% | −39−0.8% | Reduced |
| Nwam LLC | 4,980 | $2.49M | 0.14% | +3,444+224.2% | Added |
| S.A. Mason LLC | 4,956 | $2.48M | 0.93% | +138+2.9% | Added |
| Portfolio Design Labs, LLC | 4,950 | $2.47M | 0.44% | −968−16.4% | Reduced |
| Cornerstone Wealth Management, LLC | 4,939 | $2.47M | 0.12% | +160+3.3% | Added |
| Borer Denton & Associates, Inc. | 4,927 | $2.46M | 0.88% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 4,926 | $2.46M | 2.30% | +10.0% | Added |
| Mayflower Financial Advisors, LLC | 4,918 | $2.46M | 0.30% | +69+1.4% | Added |
| Banque Transatlantique SA | 4,926 | $2.46M | 0.06% | +3,792+334.4% | Added |
| Advisor OS, LLC | 4,898 | $2.45M | 0.18% | +730+17.5% | Added |
| Mizuho Markets Cayman LP | 4,898 | $2.45M | 0.13% | +1,419+40.8% | Added |
| Stableford Capital II LLC | 4,895 | $2.45M | 0.91% | +245+5.3% | Added |
| Cary Street Partner Investment Advisory LLC | 4,878 | $2.44M | 0.62% | +213+4.6% | Added |
| Canopy Partners, LLC | 4,866 | $2.43M | 0.83% | −51−1.0% | Reduced |
| Trust Point Inc. | 4,830 | $2.41M | 0.21% | −160−3.2% | Reduced |
| Balboa Wealth Partners | 4,826 | $2.41M | 0.40% | −147−3.0% | Reduced |
| Headinvest, LLC | 4,810 | $2.40M | 0.49% | −37−0.8% | Reduced |
| Tower Trust & Investment Co | 4,795 | $2.40M | 1.57% | −43−0.9% | Reduced |
| Able Wealth Management LLC | 4,790 | $2.39M | 0.64% | −65−1.3% | Reduced |
| ProVise Management Group, LLC | 4,786 | $2.39M | 0.17% | −284−5.6% | Reduced |
| Quantum Private Wealth, LLC | 4,785 | $2.39M | 0.74% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 4,779 | $2.39M | 0.23% | +412+9.4% | Added |
| Stratos Wealth Advisors, LLC | 4,771 | $2.38M | 0.15% | +86+1.8% | Added |
| Orleans Capital Management Corp | 4,763 | $2.38M | 1.61% | +150+3.3% | Added |
| Evolve Private Wealth, LLC | 4,750 | $2.37M | 0.13% | +501+11.8% | Added |
| SFM, LLC | 4,748 | $2.37M | 1.43% | −22−0.5% | Reduced |
| Chemistry Wealth Management LLC | 4,747 | $2.37M | 0.42% | −13−0.3% | Reduced |
| Chilton Capital Management LLC | 4,736 | $2.37M | 0.08% | +52+1.1% | Added |
| YHB Investment Advisors, Inc. | 4,735 | $2.37M | 0.17% | +615+14.9% | Added |
| Bahl & Gaynor Inc | 4,731 | $2.36M | 0.01% | −3,120−39.7% | Reduced |
| TFR Capital, LLC. | 4,731 | $2.36M | 0.73% | +224+5.0% | Added |
| Sax Wealth Advisors, LLC | 4,141 | $2.36M | 0.11% | −377−8.3% | Reduced |
| Peak Financial Advisors LLC | 4,711 | $2.35M | 1.04% | −144−3.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,703 | $2.35M | 0.55% | +201+4.5% | Added |
| Evergreen Wealth Solutions, LLC | 4,694 | $2.35M | 0.17% | +2,551+119.0% | Added |
| Cannon Advisors, Inc. | 4,693 | $2.34M | 1.74% | +23+0.5% | Added |
| Arthur M. Cohen & Associates, LLC | 4,752 | $2.34M | 0.42% | 00.0% | Unchanged |