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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 2,284 | $1.14M | 0.05% | +101+4.6% | Added |
| Amussen Hunsaker Associates LLC | 2,279 | $1.14M | 0.12% | −20−0.9% | Reduced |
| Family Legacy, Inc. | 2,275 | $1.14M | 0.34% | −18−0.8% | Reduced |
| Guardian Wealth Advisors, LLC | 2,274 | $1.14M | 0.07% | −55−2.4% | Reduced |
| My Purposeful Wealth Corp. | 2,273 | $1.14M | 0.27% | −32−1.4% | Reduced |
| Mendel Money Management | 2,271 | $1.13M | 0.47% | +2+0.1% | Added |
| Advyzon Investment Management, LLC | 2,265 | $1.13M | 0.10% | −460−16.9% | Reduced |
| Principal Street Partners, LLC | 2,256 | $1.13M | 0.18% | −116−4.9% | Reduced |
| Doliver Advisors, LP | 2,255 | $1.13M | 0.26% | −168−6.9% | Reduced |
| Sunbeam Capital Management, LLC | 2,250 | $1.12M | 0.64% | +44+2.0% | Added |
| Stokes Family Office, LLC | 2,246 | $1.12M | 0.12% | −899−28.6% | Reduced |
| Kestra Investment Management, LLC | 2,245 | $1.12M | 0.02% | −1,382−38.1% | Reduced |
| MWA Asset Management | 2,233 | $1.12M | 0.61% | −8−0.4% | Reduced |
| Brevan Howard Capital Management LP | 2,231 | $1.11M | 0.01% | −6,708−75.0% | Reduced |
| Challenger Wealth Management | 2,229 | $1.11M | 0.89% | −20−0.9% | Reduced |
| VisionPoint Advisory Group, LLC | 2,228 | $1.11M | 0.21% | −4−0.2% | Reduced |
| Field & Main Bank | 2,225 | $1.11M | 0.32% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 2,220 | $1.11M | 0.22% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,219 | $1.11M | 0.06% | −171−7.2% | Reduced |
| Onefund, LLC | 2,253 | $1.11M | 0.72% | −155−6.4% | Reduced |
| Atlas Brown,Inc. | 2,216 | $1.11M | 0.33% | +57+2.6% | Added |
| Impact Investors, Inc | 2,214 | $1.11M | 0.77% | −21−0.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,212 | $1.11M | 0.31% | −222−9.1% | Reduced |
| Jacobsen Capital Management | 2,211 | $1.10M | 0.37% | +5+0.2% | Added |
| SkyView Investment Advisors, LLC | 2,201 | $1.10M | 0.15% | +15+0.7% | Added |
| Vann Equity Management LLC | 2,198 | $1.10M | 0.78% | +2,198 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,195 | $1.10M | 0.13% | −284−11.5% | Reduced |
| Demars Financial Group, LLC | 2,194 | $1.10M | 0.36% | −12−0.5% | Reduced |
| Capital Advisors Inc | 2,193 | $1.10M | 0.02% | +726+49.5% | Added |
| Cambient Family Office, LLC | 2,185 | $1.09M | 0.15% | +293+15.5% | Added |
| Boreal Capital Management LLC | 2,184 | $1.09M | 0.95% | −552−20.2% | Reduced |
| Crawford Investment Counsel Inc | 2,180 | $1.09M | 0.02% | −154−6.6% | Reduced |
| D.B. Root & Company, LLC | 2,180 | $1.09M | 0.26% | +110+5.3% | Added |
| Elyxium Wealth, LLC | 2,179 | $1.09M | 0.35% | +37+1.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,179 | $1.09M | 0.37% | −73−3.2% | Reduced |
| Connecticut Wealth Management, LLC | 2,173 | $1.09M | 0.05% | +18+0.8% | Added |
| FSM Wealth Advisors, LLC | 2,145 | $1.07M | 0.14% | −31−1.4% | Reduced |
| Guardian Capital, LLC | 2,141 | $1.07M | 1.02% | −1,030−32.5% | Reduced |
| First Western Trust Bank | 2,136 | $1.07M | 0.05% | −10.0% | Reduced |
| Prentice Wealth Management LLC | 2,134 | $1.07M | 0.24% | −402−15.9% | Reduced |
| Solstein Capital, LLC | 2,134 | $1.07M | 0.44% | +38+1.8% | Added |
| 111 Capital | 2,133 | $1.07M | 0.26% | −1,219−36.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 2,128 | $1.06M | 0.08% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 2,127 | $1.06M | 0.21% | +42+2.0% | Added |
| Financial Management Network Inc | 2,110 | $1.06M | 0.16% | −7−0.3% | Reduced |
| Castleview Partners, LLC | 2,121 | $1.06M | 0.54% | −248−10.5% | Reduced |
| Smith Group Asset Management, LLC | 2,118 | $1.06M | 0.05% | +627+42.1% | Added |
| McGuire Capital Advisors Inc | 2,109 | $1.05M | 0.67% | −704−25.0% | Reduced |
| Investment Research Partners LLC | 2,108 | $1.05M | 0.43% | +299+16.5% | Added |
| Strong Retirement Solutions LLC | 2,108 | $1.05M | 0.74% | −199−8.6% | Reduced |
| Hennessy Advisors Inc | 2,100 | $1.05M | 0.04% | −400−16.0% | Reduced |
| Chung Wu Investment Group, LLC | 2,095 | $1.05M | 0.90% | −95−4.3% | Reduced |
| Rydar Equities, Inc. | 2,093 | $1.05M | 0.81% | +3+0.1% | Added |
| Maren Capital LLC | 2,085 | $1.04M | 0.05% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,083 | $1.04M | 0.03% | −31−1.5% | Reduced |
| Northcape Wealth Management, LLC | 2,079 | $1.04M | 0.28% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2,079 | $1.04M | 0.35% | −10.0% | Reduced |
| Forza Wealth Management, LLC | 2,078 | $1.04M | 0.36% | +28+1.4% | Added |
| SeaCrest Wealth Management, LLC | 2,075 | $1.04M | 0.11% | −115−5.3% | Reduced |
| PCB Capital LLC | 2,071 | $1.03M | 1.63% | +29+1.4% | Added |
| Regent Peak Wealth Advisors LLC | 2,070 | $1.03M | 0.21% | +43+2.1% | Added |
| AssuredPartners Investment Advisors, LLC | 2,057 | $1.03M | 0.11% | +12+0.6% | Added |
| Smart Money Group LLC | 2,062 | $1.03M | 0.30% | +116+6.0% | Added |
| Western Financial Corp | 2,060 | $1.03M | 0.40% | −883−30.0% | Reduced |
| Atwater Malick LLC | 2,056 | $1.03M | 0.28% | −10−0.5% | Reduced |
| SP Asset Management LLC | 2,055 | $1.03M | 0.09% | −150−6.8% | Reduced |
| Lee Financial Co | 2,050 | $1.02M | 0.14% | −19−0.9% | Reduced |
| Alpha Family Trust | 2,050 | $1.02M | 0.50% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,048 | $1.02M | 0.35% | −2−0.1% | Reduced |
| Northbridge Financial Group, LLC | 2,009 | $1.02M | 0.44% | +86+4.5% | Added |
| Hobart Private Capital, LLC | 2,044 | $1.02M | 0.20% | +705+52.7% | Added |
| Florida Financial Advisors, LLC | 2,042 | $1.02M | 0.24% | −103−4.8% | Reduced |
| CCG Wealth Management, LLC | 2,038 | $1.02M | 0.28% | +1,359+200.1% | Added |
| Fortis Capital Advisors, LLC | 2,038 | $1.02M | 0.13% | +308+17.8% | Added |
| Stiles Financial Services Inc | 2,038 | $1.02M | 0.31% | +15+0.7% | Added |
| 17 Capital Partners, LLC | 2,037 | $1.02M | 0.53% | +65+3.3% | Added |
| Sunpointe, LLC | 2,036 | $1.02M | 0.33% | +700+52.4% | Added |
| SHP Wealth Management | 2,026 | $1.01M | 0.08% | −23−1.1% | Reduced |
| Crusonia Wealth Advisors LLC | 2,025 | $1.01M | 0.21% | +32+1.6% | Added |
| Convergence Financial, LLC | 2,024 | $1.01M | 0.11% | +969+91.8% | Added |
| Sageworth Trust Co | 2,019 | $1.01M | 0.04% | +2,019 | New |
| Drucker Wealth 3.0, LLC | 2,017 | $1.01M | 0.18% | −12−0.6% | Reduced |
| Wincap Financial LLC | 2,013 | $1.01M | 0.67% | +107+5.6% | Added |
| MBL Wealth, LLC | 2,012 | $1.01M | 0.08% | −27−1.3% | Reduced |
| OneAscent Family Office, LLC | 2,011 | $1.00M | 0.70% | +109+5.7% | Added |
| Zhang Financial LLC | 2,008 | $1.00M | 0.03% | +69+3.6% | Added |
| Granite Harbor Advisors, Inc. | 2,005 | $1.00M | 0.44% | +93+4.9% | Added |
| Disciplined Equity Management, Inc. | 2,004 | $1.00M | 0.50% | +374+22.9% | Added |
| KC Investment Advisors, LLC | 2,002 | $1.00M | 0.23% | −153−7.1% | Reduced |
| Symmetry Partners, LLC | 2,001 | $999.6K | 0.06% | +1,533+327.6% | Added |
| Capital Performance Advisors LLP | 1,999 | $999.2K | 0.07% | −9−0.4% | Reduced |
| Womack Financial LLC | 1,998 | $998.3K | 0.73% | +28+1.4% | Added |
| Compagnie Lombard Odier SCmA | 1,995 | $996.8K | 0.01% | +250+14.3% | Added |
| Occidental Asset Management, LLC | 1,991 | $995.0K | 0.12% | +299+17.7% | Added |
| Werba Rubin Papier Wealth Management | 1,990 | $994.3K | 0.14% | +8+0.4% | Added |
| Veracity Capital LLC | 1,989 | $993.7K | 0.36% | −498−20.0% | Reduced |
| Redwood Investment Management, LLC | 1,982 | $990.0K | 0.12% | +36+1.8% | Added |
| St Germain D J Co Inc | 1,977 | $987.8K | 0.04% | −162−7.6% | Reduced |
| Atlas Legacy Advisors, LLC | 1,975 | $986.9K | 0.18% | −811−29.1% | Reduced |
| Chancellor Financial Group WB LP | 1,974 | $986.4K | 0.71% | −3−0.2% | Reduced |