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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 1,973 | $985.8K | 0.16% | +75+4.0% | Added |
| Griffin Asset Management, Inc. | 1,968 | $983.3K | 0.11% | +87+4.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,968 | $983.3K | 0.83% | +278+16.4% | Added |
| Hayek Kallen Investment Management | 1,961 | $980.0K | 0.32% | +186+10.5% | Added |
| Valley Brook Capital Group | 1,958 | $978.5K | 0.66% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 1,955 | $976.8K | 0.81% | −220−10.1% | Reduced |
| Peterson Wealth Management | 1,946 | $972.4K | 0.56% | +155+8.7% | Added |
| Runnymede Capital Advisors, Inc. | 1,944 | $971.3K | 0.83% | +1,944 | New |
| Unique Wealth, LLC | 1,942 | $970.4K | 0.13% | −1,819−48.4% | Reduced |
| Aries Wealth Management | 1,939 | $968.8K | 0.21% | 00.0% | Unchanged |
| Terry L. Blaker | 1,936 | $967.3K | 0.04% | −12−0.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,936 | $967.2K | 0.16% | +12+0.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,930 | $963.0K | 0.01% | +458+31.1% | Added |
| Marino, Stram & Associates LLC | 1,927 | $962.6K | 0.17% | −72−3.6% | Reduced |
| D'Orazio & Associates, Inc. | 1,926 | $962.3K | 0.12% | +114+6.3% | Added |
| Larry Mathis Financial Planning, LLC | 1,925 | $961.8K | 0.86% | +247+14.7% | Added |
| Independence Wealth Advisors, LLC | 1,925 | $961.6K | 0.51% | −65−3.3% | Reduced |
| Fragasso Group Inc. | 1,917 | $961.3K | 0.06% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,923 | $960.8K | 0.24% | −37−1.9% | Reduced |
| DDFG, Inc | 1,919 | $958.7K | 0.21% | +1+0.1% | Added |
| McAdam, LLC | 1,916 | $957.2K | 0.04% | +6+0.3% | Added |
| Ambassador Advisors, LLC | 1,912 | $955.5K | 0.14% | −27−1.4% | Reduced |
| True North Advisors, LLC | 1,912 | $955.4K | 0.11% | −144−7.0% | Reduced |
| Cardinal Point Capital Management, ULC | 1,909 | $953.9K | 0.06% | −5−0.3% | Reduced |
| Lincoln Capital Corp | 1,904 | $951.5K | 0.35% | −1,940−50.5% | Reduced |
| FFT Wealth Management LLC | 1,901 | $949.9K | 0.17% | −80−4.0% | Reduced |
| Radnor Capital Management, LLC | 1,897 | $947.9K | 0.14% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,896 | $947.5K | 0.40% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,894 | $946.1K | 0.04% | +51+2.8% | Added |
| Tanaka Capital Management Inc | 1,893 | $946.0K | 1.58% | +692+57.6% | Added |
| Hansen & Associates Financial Group, Inc. | 1,916 | $945.3K | 0.54% | −111−5.5% | Reduced |
| United Community Bank | 1,891 | $944.9K | 0.32% | +140+8.0% | Added |
| Washington Trust Co | 1,889 | $943.9K | 0.03% | −67−3.4% | Reduced |
| August Group Capital Ltd | 1,889 | $943.4K | 1.10% | −686−26.6% | Reduced |
| Traphagen Investment Advisors LLC | 1,884 | $941.1K | 0.08% | −23−1.2% | Reduced |
| Strategic Investment Advisors | 1,885 | $939.6K | 0.06% | +277+17.2% | Added |
| Transamerica Financial Advisors, Inc. | 1,879 | $939.4K | 0.08% | −9,565−83.6% | Reduced |
| Armis Advisers, LLC | 1,909 | $936.8K | 0.09% | −93−4.6% | Reduced |
| South Shore Capital Advisors | 1,874 | $936.2K | 0.68% | +151+8.8% | Added |
| Howard Wealth Management, LLC | 1,873 | $935.9K | 0.39% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 1,867 | $932.9K | 0.41% | −359−16.1% | Reduced |
| Caxton Associates LLP | 1,867 | $932.9K | 0.02% | +1,867 | New |
| Garrett Wealth Advisory Group, LLC | 1,862 | $930.4K | 0.17% | +640+52.4% | Added |
| Johnson & White Wealth Management, LLC | 1,862 | $930.3K | 0.39% | −35−1.8% | Reduced |
| Whelan Financial | 1,861 | $929.6K | 0.29% | +119+6.8% | Added |
| Southern Michigan Bank & Trust | 1,860 | $929.4K | 0.36% | +1,860 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,853 | $928.2K | 0.58% | −276−13.0% | Reduced |
| Canal Capital Management, LLC | 1,858 | $928.2K | 0.13% | −8−0.4% | Reduced |
| Annex Advisory Services, LLC | 1,855 | $927.3K | 0.02% | −16−0.9% | Reduced |
| New Capital Management LP | 1,855 | $926.9K | 0.23% | −78−4.0% | Reduced |
| Brady Family Wealth, LLC | 1,849 | $923.9K | 0.29% | 00.0% | Unchanged |
| Berkshire Bank | 1,843 | $920.9K | 0.19% | −130−6.6% | Reduced |
| Sandbox Financial Partners, LLC | 1,840 | $919.4K | 0.26% | −47−2.5% | Reduced |
| Shufro Rose & Co LLC | 1,840 | $919.1K | 0.06% | −130−6.6% | Reduced |
| Peoples Bank | 1,837 | $917.9K | 0.92% | −65−3.4% | Reduced |
| Nvest Financial, LLC | 1,837 | $917.8K | 0.34% | +340+22.7% | Added |
| Rossby Financial, LCC | 1,862 | $915.2K | 0.19% | +492+35.9% | Added |
| Laurel Oak Wealth Management, LLC | 1,828 | $913.4K | 0.15% | −146−7.4% | Reduced |
| Northstar Financial Companies, Inc. | 1,828 | $913.2K | 0.73% | −95−4.9% | Reduced |
| E&G Advisors, LP | 1,822 | $910.4K | 0.20% | +9+0.5% | Added |
| Sterling Investment Counsel, LLC | 1,822 | $910.4K | 0.26% | −28−1.5% | Reduced |
| IMA Wealth, Inc. | 1,819 | $908.9K | 0.09% | +1+0.1% | Added |
| LCNB Corp | 1,817 | $907.9K | 0.31% | −1−0.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,810 | $904.6K | 0.06% | −7−0.4% | Reduced |
| Aristides Capital LLC | 1,808 | $903.4K | 0.30% | +348+23.8% | Added |
| Salomon & Ludwin, LLC | 1,826 | $901.0K | 0.08% | −142−7.2% | Reduced |
| Seven Mile Advisory | 1,803 | $900.9K | 0.65% | −666−27.0% | Reduced |
| Augustine Asset Management Inc | 1,800 | $899.4K | 0.20% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,796 | $897.4K | 0.13% | +60+3.5% | Added |
| Clarendon Private LLC | 1,794 | $896.4K | 0.69% | −868−32.6% | Reduced |
| Fred Alger Management, LLC | 1,794 | $896.4K | 0.00% | −137−7.1% | Reduced |
| FLC Capital Advisors | 1,791 | $894.9K | 0.16% | +227+14.5% | Added |
| Cidel Asset Management Inc | 1,791 | $894.9K | 0.05% | +525+41.5% | Added |
| Navigation Group, LLC | 1,785 | $892.0K | 0.21% | +1,785 | New |
| Brandywine Managers, LLC | 1,785 | $891.9K | 0.52% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 1,784 | $891.3K | 0.54% | +28+1.6% | Added |
| Arcus Capital Partners, LLC | 1,782 | $890.5K | 0.32% | +45+2.6% | Added |
| Genesis Private Wealth, LLC | 1,780 | $889.4K | 0.28% | −66−3.6% | Reduced |
| Cadinha & Co LLC | 1,780 | $889.4K | 0.17% | +13+0.7% | Added |
| Ticino Wealth | 1,586 | $888.7K | 0.31% | −102−6.0% | Reduced |
| Trustmark National Bank Trust Department | 1,778 | $888.4K | 0.06% | −582−24.7% | Reduced |
| J. Team Financial, Inc. | 1,776 | $887.3K | 1.00% | −149−7.7% | Reduced |
| PFC Capital Group, Inc. | 1,774 | $886.0K | 0.39% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,772 | $885.4K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,742 | $882.4K | 0.07% | −1,064−37.9% | Reduced |
| Range Advisory, LLC | 1,758 | $878.2K | 0.16% | +651+58.8% | Added |
| Secured Retirement Advisors, LLC | 1,757 | $877.7K | 0.50% | −1,942−52.5% | Reduced |
| Values Added Financial LLC | 1,756 | $877.4K | 0.37% | +57+3.4% | Added |
| Lazari Capital Management, Inc. | 1,754 | $876.5K | 0.30% | −14−0.8% | Reduced |
| Accredited Investors Inc. | 1,752 | $875.5K | 0.05% | −71−3.9% | Reduced |
| Fire Capital Management LLC | 1,751 | $874.9K | 0.41% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,749 | $874.0K | 0.09% | −99−5.4% | Reduced |
| Evermay Wealth Management LLC | 1,748 | $873.4K | 0.10% | +6+0.3% | Added |
| McLean Asset Management Corp | 1,747 | $872.8K | 0.15% | −65−3.6% | Reduced |
| Webster Bank, N. A. | 1,746 | $872.4K | 0.08% | −130−6.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,722 | $872.2K | 0.19% | +176+11.4% | Added |
| PAX Financial Group, LLC | 1,745 | $871.9K | 0.15% | −118−6.3% | Reduced |
| Argos Wealth Advisors, LLC | 1,742 | $870.4K | 0.25% | +29+1.7% | Added |
| Green Harvest Asset Management LLC | 1,739 | $869.1K | 0.01% | +135+8.4% | Added |
| Silicon Valley Capital Partners | 1,739 | $869.0K | 0.09% | +20+1.2% | Added |