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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 3,181 | $1.59M | 0.10% | −85,574−96.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,175 | $1.59M | 0.48% | 00.0% | Unchanged |
| Shaker Investments LLC | 3,162 | $1.58M | 0.72% | −182−5.4% | Reduced |
| WBH Advisory Inc | 3,204 | $1.58M | 0.12% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 3,141 | $1.57M | 0.10% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,139 | $1.57M | 1.03% | +92+3.0% | Added |
| Stonebridge Financial Planning Group, LLC | 3,136 | $1.57M | 0.58% | −116−3.6% | Reduced |
| Evernest Financial Advisors, LLC | 3,090 | $1.56M | 0.33% | −66−2.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,129 | $1.56M | 0.10% | −113−3.5% | Reduced |
| Winch Advisory Services, LLC | 3,120 | $1.56M | 0.36% | −31−1.0% | Reduced |
| Wrapmanager Inc | 3,120 | $1.56M | 0.54% | −80−2.5% | Reduced |
| Beaumont Financial Advisors, LLC | 3,118 | $1.56M | 0.11% | −418−11.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,112 | $1.55M | 0.04% | −38−1.2% | Reduced |
| MJP Associates Inc | 3,111 | $1.55M | 0.19% | +531+20.6% | Added |
| Aspiriant, LLC | 3,107 | $1.55M | 0.04% | −360−10.4% | Reduced |
| Ellevest, Inc. | 3,102 | $1.55M | 0.22% | +150+5.1% | Added |
| Ratan Capital Management LP | 3,100 | $1.55M | 0.58% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 3,085 | $1.54M | 0.60% | −545−15.0% | Reduced |
| Pacific Point Advisors, LLC | 3,067 | $1.53M | 0.81% | +9+0.3% | Added |
| Third View Private Wealth, LLC | 3,062 | $1.53M | 0.21% | +108+3.7% | Added |
| Advisory Resource Group | 3,057 | $1.53M | 0.26% | +20+0.7% | Added |
| Algert Global LLC | 3,051 | $1.52M | 0.02% | −1,642−35.0% | Reduced |
| Acumen Wealth Advisors, LLC | 3,050 | $1.52M | 0.41% | +2,891+1,818.2% | Added |
| Intelligence Driven Advisers, LLC | 3,046 | $1.52M | 0.27% | −1,767−36.7% | Reduced |
| HMS Capital Management, LLC | 3,041 | $1.52M | 0.59% | −214−6.6% | Reduced |
| Capital Counsel LLC | 3,038 | $1.52M | 0.06% | −100−3.2% | Reduced |
| MMBG Investment Advisors Co. | 3,030 | $1.51M | 0.14% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 3,021 | $1.51M | 0.08% | −94−3.0% | Reduced |
| Unique Wealth Strategies, LLC | 3,018 | $1.51M | 0.62% | −1,125−27.2% | Reduced |
| Private Capital Management, LLC | 3,016 | $1.51M | 0.15% | 00.0% | Unchanged |
| Trust Investment Advisors | 3,016 | $1.51M | 0.88% | −85−2.7% | Reduced |
| Howard Capital Management Inc. | 3,013 | $1.51M | 0.02% | −3,152−51.1% | Reduced |
| CoreCap Advisors, LLC | 3,005 | $1.50M | 0.05% | −157−5.0% | Reduced |
| Plimoth Trust Co LLC | 3,000 | $1.50M | 0.34% | +3,000 | New |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,996 | $1.50M | 1.18% | 00.0% | Unchanged |
| Argentarii, LLC | 2,993 | $1.50M | 0.52% | −206−6.4% | Reduced |
| Aspen Grove Capital, LLC | 2,991 | $1.50M | 0.29% | +2+0.1% | Added |
| KCM Investment Advisors LLC | 2,992 | $1.49M | 0.05% | +173+6.1% | Added |
| Biltmore Family Office, LLC | 2,991 | $1.49M | 0.21% | +29+1.0% | Added |
| BLB&B Advisors, LLC | 2,982 | $1.49M | 0.06% | −68−2.2% | Reduced |
| Cookson Peirce & Co Inc | 2,981 | $1.49M | 0.06% | +549+22.6% | Added |
| Community Bank & Trust, Waco, Texas | 2,979 | $1.49M | 0.30% | +8+0.3% | Added |
| PFW Advisors LLC | 2,976 | $1.49M | 0.47% | +2,012+208.7% | Added |
| OneAscent Financial Services LLC | 2,971 | $1.48M | 0.08% | +1,074+56.6% | Added |
| James J. Burns & Company, LLC | 2,967 | $1.48M | 0.20% | 00.0% | Unchanged |
| Keel Point, LLC | 2,966 | $1.48M | 0.10% | −2,446−45.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 2,991 | $1.47M | 0.33% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,932 | $1.47M | 0.38% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,927 | $1.46M | 0.49% | −12−0.4% | Reduced |
| HighVista Strategies LLC | 2,924 | $1.46M | 0.40% | +140+5.0% | Added |
| Absher Wealth Management, LLC | 2,924 | $1.46M | 0.17% | +1,191+68.7% | Added |
| Newman Dignan & Sheerar, Inc. | 2,920 | $1.46M | 0.31% | +47+1.6% | Added |
| Ocean Capital Management, LLC | 2,918 | $1.46M | 0.30% | +2+0.1% | Added |
| Everpar Advisors LLC | 2,913 | $1.46M | 0.50% | −108−3.6% | Reduced |
| West Family Investments, Inc. | 2,907 | $1.45M | 0.51% | −1,959−40.3% | Reduced |
| Accretive Wealth Partners, LLC | 2,905 | $1.45M | 0.41% | +96+3.4% | Added |
| Intellectus Partners, LLC | 2,896 | $1.45M | 0.30% | +264+10.0% | Added |
| Triad Wealth Partners, LLC | 2,885 | $1.44M | 0.11% | +204+7.6% | Added |
| Wealth Intelligence, LLC | 2,879 | $1.44M | 0.69% | +92+3.3% | Added |
| KRS Capital Management, LLC | 2,853 | $1.43M | 0.87% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 2,851 | $1.42M | 1.08% | −11−0.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,842 | $1.42M | 0.12% | +20+0.7% | Added |
| Darden Wealth Group Inc | 2,840 | $1.42M | 0.72% | −137−4.6% | Reduced |
| Excalibur Management Corp | 2,840 | $1.42M | 0.51% | +115+4.2% | Added |
| Meridian Wealth Advisors, LLC | 2,839 | $1.42M | 0.19% | +52+1.9% | Added |
| Alliance Wealth Advisors, LLC | 2,833 | $1.42M | 0.31% | −1,345−32.2% | Reduced |
| Uniting Wealth Partners, LLC | 2,831 | $1.41M | 0.30% | +24+0.9% | Added |
| Clark Financial Services Group Inc | 2,823 | $1.41M | 0.78% | +167+6.3% | Added |
| Legacy Edge Advisors, LLC | 2,823 | $1.41M | 0.15% | −52−1.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,821 | $1.41M | 0.45% | −135−4.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,821 | $1.41M | 0.07% | −36−1.3% | Reduced |
| Gilbert & Cook, Inc. | 2,821 | $1.41M | 0.18% | −29−1.0% | Reduced |
| Childress Capital Advisors, LLC | 2,820 | $1.41M | 0.25% | −55−1.9% | Reduced |
| Winthrop Advisory Group LLC | 2,800 | $1.40M | 0.11% | −239−7.9% | Reduced |
| River Street Advisors LLC | 2,799 | $1.40M | 0.47% | +186+7.1% | Added |
| McDaniel Terry & Co | 2,794 | $1.40M | 0.12% | −58−2.0% | Reduced |
| Gladius Capital Management LP | 2,777 | $1.39M | 1.06% | +1,701+158.1% | Added |
| Cape Investment Advisory, Inc. | 2,777 | $1.39M | 0.46% | −78−2.7% | Reduced |
| Cypress Advisory Group LLC | 2,775 | $1.39M | 1.06% | 00.0% | Unchanged |
| Ethos Capital Management, Inc. | 2,773 | $1.39M | 1.19% | +421+17.9% | Added |
| Providence Wealth Advisors, LLC | 2,796 | $1.37M | 0.87% | +2+0.1% | Added |
| Arwa LLC | 2,720 | $1.37M | 0.68% | +233+9.4% | Added |
| Wellington Grp LLC | 2,741 | $1.37M | 0.42% | +144+5.5% | Added |
| Waterfront Wealth Inc. | 2,741 | $1.37M | 0.25% | +275+11.2% | Added |
| Basecamp Wealth Advisors LLC | 2,739 | $1.37M | 0.28% | +6+0.2% | Added |
| Oslo Pensjonsforsikring AS | 2,737 | $1.37M | 0.21% | +2,737 | New |
| Buckhead Capital Management LLC | 2,735 | $1.37M | 0.52% | −200−6.8% | Reduced |
| Steinberg Asset Management LLC | 2,729 | $1.36M | 0.88% | +763+38.8% | Added |
| Asset Planning,Inc | 2,713 | $1.36M | 0.96% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,713 | $1.36M | 0.20% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,709 | $1.35M | 0.20% | −53−1.9% | Reduced |
| Gsa Capital Partners LLP | 2,702 | $1.35M | 0.08% | +2,069+326.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,700 | $1.35M | 0.70% | −300−10.0% | Reduced |
| Boston Family Office LLC | 2,700 | $1.35M | 0.09% | +1,177+77.3% | Added |
| Legacy Advisors, LLC | 2,698 | $1.35M | 0.16% | −256−8.7% | Reduced |
| Souders Financial Advisors | 2,690 | $1.34M | 0.15% | +530+24.5% | Added |
| Boltwood Capital Management | 2,685 | $1.34M | 0.34% | +228+9.3% | Added |
| Sovran Advisors, LLC | 2,667 | $1.34M | 0.11% | +14+0.5% | Added |
| Red Wave Investments LLC | 2,679 | $1.34M | 0.40% | 00.0% | Unchanged |
| Ebert Capital Management Inc. | 2,673 | $1.34M | 1.36% | −10.0% | Reduced |