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 |
|---|---|---|---|---|---|
| RDA Financial Network | 3,835 | $1.92M | 0.48% | +269+7.5% | Added |
| Beacon Financial Group | 3,835 | $1.92M | 0.19% | +121+3.3% | Added |
| Regal Investment Advisors LLC | 3,823 | $1.91M | 0.11% | +569+17.5% | Added |
| Modern Wealth Management, LLC | 3,885 | $1.91M | 0.03% | +760+24.3% | Added |
| Harrington Investments, INC | 3,793 | $1.90M | 1.00% | +102+2.8% | Added |
| Catalyst Financial Partners LLC | 3,788 | $1.89M | 0.22% | −401−9.6% | Reduced |
| Forbes J M & Co LLP | 3,783 | $1.89M | 0.16% | +112+3.1% | Added |
| Central Pacific Bank - Trust Division | 3,780 | $1.89M | 0.24% | −2,555−40.3% | Reduced |
| First National Bank Sioux Falls | 3,640 | $1.89M | 0.52% | +497+15.8% | Added |
| Legacy Financial Advisors, Inc. | 3,774 | $1.89M | 0.26% | −26−0.7% | Reduced |
| Voya Financial Advisors, Inc. | 3,891 | $1.88M | 0.19% | −308−7.3% | Reduced |
| Vanguard National Trust Co | 3,769 | $1.88M | 0.12% | +3,769 | New |
| Dunhill Financial, LLC | 3,768 | $1.88M | 0.44% | +45+1.2% | Added |
| Koa Wealth Management, LLC | 3,755 | $1.88M | 1.36% | +719+23.7% | Added |
| Focus Financial Network, Inc. | 3,753 | $1.87M | 0.07% | −194−4.9% | Reduced |
| Capital Investment Advisory Services, LLC | 3,752 | $1.87M | 0.14% | −171−4.4% | Reduced |
| AlphaCore Capital LLC | 3,749 | $1.87M | 0.04% | −164−4.2% | Reduced |
| Soltis Investment Advisors LLC | 3,746 | $1.87M | 0.12% | −5,281−58.5% | Reduced |
| Advisory Alpha, LLC | 3,739 | $1.87M | 0.05% | +688+22.5% | Added |
| Zions Bancorporation, National Association | 3,741 | $1.87M | 0.12% | −2,779−42.6% | Reduced |
| First United Bank Trust | 3,741 | $1.87M | 0.61% | −334−8.2% | Reduced |
| Davis R M Inc | 3,732 | $1.86M | 0.03% | −105−2.7% | Reduced |
| VeraBank, N.A. | 3,723 | $1.86M | 0.34% | −128−3.3% | Reduced |
| HCR Wealth Advisors | 3,716 | $1.86M | 0.19% | +19+0.5% | Added |
| Versant Capital Management, Inc | 3,705 | $1.85M | 0.18% | +924+33.2% | Added |
| Lantern Wealth Advisors, LLC | 3,699 | $1.85M | 0.95% | +55+1.5% | Added |
| Limestone Investment Advisors LP | 3,684 | $1.84M | 0.90% | +2,502+211.7% | Added |
| SCS Capital Management LLC | 3,678 | $1.84M | 0.02% | +446+13.8% | Added |
| Strait & Sound Wealth Management LLC | 3,677 | $1.84M | 0.70% | −5−0.1% | Reduced |
| Shepherd Financial Partners LLC | 3,676 | $1.84M | 0.17% | −45−1.2% | Reduced |
| Asset One Wealth Management LLC | 3,588 | $1.83M | 0.20% | +1,061+42.0% | Added |
| Capital & Planning, LLC | 3,670 | $1.83M | 1.11% | +3,670 | New |
| Virtus Investment Advisers, Inc. | 3,646 | $1.82M | 0.50% | +275+8.2% | Added |
| Jackson Square Capital, LLC | 3,617 | $1.81M | 0.38% | −5,264−59.3% | Reduced |
| HBW Advisory Services LLC | 3,607 | $1.80M | 0.19% | −173−4.6% | Reduced |
| Valmark Advisers, Inc. | 3,605 | $1.80M | 0.02% | −98−2.6% | Reduced |
| Militia Capital Management LLC | 3,600 | $1.80M | 0.40% | +3,600 | New |
| Encore Global Management, LP | 3,600 | $1.80M | 1.26% | +3,600 | New |
| Clear Creek Financial Management, LLC | 3,593 | $1.80M | 0.14% | +160+4.7% | Added |
| Greykasell Wealth Strategies, Inc. | 3,593 | $1.80M | 0.72% | −210−5.5% | Reduced |
| Manchester Capital Management LLC | 3,592 | $1.79M | 0.26% | −271−7.0% | Reduced |
| Essex Savings Bank | 3,568 | $1.78M | 0.39% | −848−19.2% | Reduced |
| Richard Bernstein Advisors LLC | 3,565 | $1.78M | 0.05% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,555 | $1.78M | 0.18% | −136−3.7% | Reduced |
| Weaver Capital Management LLC | 3,552 | $1.77M | 0.39% | +130+3.8% | Added |
| WealthPLAN Partners, LLC | 3,551 | $1.77M | 0.34% | −1,434−28.8% | Reduced |
| Arrow Financial Corp | 3,520 | $1.76M | 0.18% | +82+2.4% | Added |
| First National Trust Co | 3,516 | $1.76M | 0.06% | −20−0.6% | Reduced |
| Burney Co | 3,478 | $1.74M | 0.05% | −2,619−43.0% | Reduced |
| Meadowbrook Advisors Group, LLC | 3,475 | $1.74M | 1.03% | −30−0.9% | Reduced |
| Interchange Capital Partners, LLC | 3,191 | $1.73M | 0.56% | −602−15.9% | Reduced |
| 44 Wealth Management LLC | 3,459 | $1.73M | 0.60% | −307−8.2% | Reduced |
| Marshall Financial Group LLC | 3,452 | $1.72M | 0.28% | −76−2.2% | Reduced |
| Union Savings Bank | 3,444 | $1.72M | 0.75% | +160+4.9% | Added |
| Synergy Financial Group, LTD | 3,441 | $1.72M | 1.29% | +87+2.6% | Added |
| Crewe Advisors LLC | 3,440 | $1.72M | 0.15% | +46+1.4% | Added |
| Oasis Advisors, LLC | 3,440 | $1.72M | 0.34% | +3,440 | New |
| Elevated Capital Advisors, LLC | 3,434 | $1.72M | 0.43% | −102−2.9% | Reduced |
| Family Capital Trust Co | 3,421 | $1.71M | 0.62% | +17+0.5% | Added |
| Platform Technology Partners | 3,405 | $1.70M | 0.33% | +379+12.5% | Added |
| Cahill Financial Advisors Inc | 3,403 | $1.70M | 0.18% | −2−0.1% | Reduced |
| Brown Miller Wealth Management, LLC | 3,402 | $1.70M | 0.48% | −506−12.9% | Reduced |
| First Horizon Corp | 3,401 | $1.70M | 0.07% | −5−0.1% | Reduced |
| Nicholson Wealth Management Group, LLC | 3,377 | $1.69M | 0.99% | +128+3.9% | Added |
| Van Strum & Towne Inc. | 3,375 | $1.69M | 0.49% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,368 | $1.68M | 0.25% | −84−2.4% | Reduced |
| Lifestyle Asset Management, Inc. | 3,361 | $1.68M | 0.55% | +375+12.6% | Added |
| Intesa Sanpaolo Wealth Management | 3,358 | $1.68M | 0.41% | −3,303−49.6% | Reduced |
| First Nebraska Trust Co | 3,358 | $1.68M | 0.16% | 00.0% | Unchanged |
| Hilltop National Bank | 3,350 | $1.67M | 0.40% | −96−2.8% | Reduced |
| Professional Financial Advisors, LLC | 3,343 | $1.67M | 0.34% | +267+8.7% | Added |
| Semus Wealth Partners LLC | 3,340 | $1.67M | 0.93% | −27−0.8% | Reduced |
| CVFG LLC | 3,333 | $1.67M | 0.21% | +130+4.1% | Added |
| Revolve Wealth Partners, LLC | 3,320 | $1.66M | 0.22% | −102−3.0% | Reduced |
| Signal Advisors Wealth, LLC | 3,311 | $1.65M | 0.11% | −39−1.2% | Reduced |
| Waldron Private Wealth LLC | 3,304 | $1.65M | 0.06% | +126+4.0% | Added |
| Independent Solutions Wealth Management, LLC | 3,296 | $1.65M | 0.24% | −67−2.0% | Reduced |
| Scharf Investments, LLC | 3,295 | $1.65M | 0.05% | −1,432−30.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,294 | $1.65M | 0.26% | +295+9.8% | Added |
| Catalyst Funds Management Pty Ltd | 3,286 | $1.64M | 0.28% | +1,086+49.4% | Added |
| Baker Avenue Asset Management, LP | 3,278 | $1.64M | 0.04% | +635+24.0% | Added |
| Wellspring Financial Advisors, LLC | 3,269 | $1.63M | 0.12% | +1,091+50.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,262 | $1.63M | 0.17% | −249−7.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,255 | $1.63M | 0.22% | +55+1.7% | Added |
| Pitcairn Wealth Advisors LLC | 2,846 | $1.62M | 0.15% | −276−8.8% | Reduced |
| Alta Advisers Ltd | 3,247 | $1.62M | 0.59% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,235 | $1.62M | 0.55% | +1,833+130.7% | Added |
| Missouri Trust & Investment Co | 3,234 | $1.62M | 0.47% | −21−0.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,225 | $1.61M | 0.26% | +341+11.8% | Added |
| RD Lewis Holdings, Inc. | 3,197 | $1.61M | 1.39% | −95−2.9% | Reduced |
| Intelligent Financial Strategies | 3,219 | $1.61M | 0.84% | −10.0% | Reduced |
| Shelter Rock Management, LLC | 3,216 | $1.61M | 1.71% | −1,192−27.0% | Reduced |
| Waterway Wealth Management, LLC | 3,214 | $1.61M | 0.36% | +285+9.7% | Added |
| Journey Advisory Group, LLC | 3,212 | $1.60M | 0.14% | +459+16.7% | Added |
| Omnia Family Wealth, LLC | 3,211 | $1.60M | 0.51% | −371−10.4% | Reduced |
| Permanens Capital L.P. | 3,211 | $1.60M | 0.21% | +690+27.4% | Added |
| Embree Financial Group | 3,211 | $1.60M | 0.19% | −186−5.5% | Reduced |
| Strategic Blueprint, LLC | 3,208 | $1.60M | 0.09% | −222−6.5% | Reduced |
| Joel Isaacson & Co., LLC | 3,200 | $1.60M | 0.05% | +44+1.4% | Added |
| Affinity Capital Advisors, LLC | 3,192 | $1.60M | 0.22% | +253+8.6% | Added |