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; 3,634 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, Q2 2026
Institutional positions in Mastercard Inc as of Jun 30, 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
- 3,634
- +51 vs. Q1 2026
- Shares held
- 772.0M
- +8.42M (+1.1%) vs. Q1 2026
- Total value
- $396.2B
- +$14.9B (+3.9%) vs. Q1 2026
- New holders
- 209
- 1,382 more added
- Sold out
- 158
- 1,572 more reduced
51 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goldstein Advisors, LLC | 842 | $432.5K | 0.04% | +80+10.5% | Added |
| Arbor Investment Advisors, LLC | 842 | $432.5K | 0.05% | +184+28.0% | Added |
| JM2 Capital Inc. | 844 | $433.5K | 0.30% | +7+0.8% | Added |
| Financial Council Asset Management Inc | 849 | $436.0K | 0.14% | 00.0% | Unchanged |
| Power Wealth Management LLC | 851 | $437.1K | 0.15% | −440−34.1% | Reduced |
| Financial Perspectives, Inc | 852 | $437.4K | 0.11% | −295−25.7% | Reduced |
| M1 Capital Management LLC | 852 | $437.6K | 0.16% | −13−1.5% | Reduced |
| Group One Trading, L.P. | 852 | $437.6K | 0.01% | +852 | New |
| Noesis Capital Mangement Corp | 853 | $438.3K | 0.05% | −73−7.9% | Reduced |
| BCS Wealth Management | 854 | $438.6K | 0.08% | +27+3.3% | Added |
| Phillips Wealth Planners LLC | 826 | $439.1K | 0.32% | +9+1.1% | Added |
| Elgethun Capital Management | 856 | $439.6K | 0.06% | +71+9.0% | Added |
| Heck Capital Advisors, LLC | 861 | $442.5K | 0.03% | +1+0.1% | Added |
| Vantus Wealth LLC | 862 | $442.7K | 0.24% | +862 | New |
| Turning Point Benefit Group, Inc. | 861 | $443.0K | 0.19% | −372−30.2% | Reduced |
| Malaga Cove Capital, LLC | 864 | $443.8K | 0.14% | −160−15.6% | Reduced |
| Woodward Diversified Capital, LLC | 864 | $443.8K | 0.20% | +23+2.7% | Added |
| Caliber Wealth Management, LLC | 866 | $444.8K | 0.04% | +78+9.9% | Added |
| Keating Financial Advisory Services, Inc. | 867 | $445.3K | 0.06% | +205+31.0% | Added |
| Cynosure Management, LLC | 868 | $445.8K | 0.07% | +868 | New |
| Oak Harbor Wealth Partners, LLC | 872 | $447.9K | 0.17% | −65−6.9% | Reduced |
| Colonial Trust Advisors | 872 | $447.9K | 0.03% | +41+4.9% | Added |
| Oak Barrel Wealth Advisory LLC | 873 | $448.2K | 0.20% | +873 | New |
| Gillespie Robinson & Grimm Inc | 875 | $449.4K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 876 | $449.9K | 0.03% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 876 | $450.0K | 0.11% | −12−1.4% | Reduced |
| Benin Management CORP | 878 | $450.9K | 0.09% | 00.0% | Unchanged |
| Hartmann Taylor Wealth Management, LLC | 909 | $454.2K | 0.30% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 889 | $456.6K | 0.22% | +17+1.9% | Added |
| J.M. Arbour, LLC | 889 | $456.6K | 0.39% | +26+3.0% | Added |
| Northstar Group, Inc. | 889 | $456.7K | 0.06% | −95−9.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 889 | $456.7K | 0.17% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 889 | $456.7K | 0.10% | +41+4.8% | Added |
| apricus wealth, LLC | 891 | $457.6K | 0.22% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 893 | $458.6K | 0.37% | −13−1.4% | Reduced |
| Willner & Heller, LLC | 896 | $460.1K | 0.29% | +101+12.7% | Added |
| Motive Wealth Advisors | 896 | $460.2K | 0.19% | −70−7.2% | Reduced |
| JFS Wealth Advisors, LLC | 896 | $460.2K | 0.02% | −34−3.7% | Reduced |
| Morton Capital Management LLC | 898 | $461.2K | 0.06% | +6+0.7% | Added |
| GDS Wealth Management | 898 | $461.2K | 0.02% | −277−23.6% | Reduced |
| Revisor Wealth Management LLC | 899 | $461.8K | 0.11% | −535−37.3% | Reduced |
| Aletheian Wealth Advisors LLC | 900 | $462.2K | 0.20% | +77+9.4% | Added |
| DMKC Advisory Services, LLC | 901 | $462.8K | 0.09% | +93+11.5% | Added |
| Illumine Investment Management, LLC | 0 | $463.3K | 0.30% | −902−100.0% | Reduced |
| Signature Equity Partners, LLC | 902 | $463.3K | 0.21% | −170−15.9% | Reduced |
| Symphony Financial Services, Inc. | 903 | $463.9K | 0.21% | −15−1.6% | Reduced |
| Global Financial Private Client, LLC | 904 | $464.3K | 0.13% | +36+4.1% | Added |
| Tempus Wealth Planning, LLC | 907 | $466.0K | 0.09% | +62+7.3% | Added |
| Pembroke Management, LTD | 908 | $466.3K | 0.06% | −3−0.3% | Reduced |
| Bedel Financial Consulting, Inc. | 908 | $466.5K | 0.04% | 00.0% | Unchanged |
| Optimize Financial Inc | 909 | $466.9K | 0.17% | −3−0.3% | Reduced |
| BankPlus Trust Department | 909 | $466.9K | 0.11% | 00.0% | Unchanged |
| Sound Capital Solutions LLC | 909 | $466.9K | 0.11% | +909 | New |
| Hudock, Inc. | 909 | $467.3K | 0.06% | +1+0.1% | Added |
| Crews Bank & Trust | 910 | $467.4K | 0.06% | −45−4.7% | Reduced |
| EdgeRock Capital LLC | 911 | $468.0K | 0.11% | −33−3.5% | Reduced |
| Marble Wealth, LLC | 913 | $468.8K | 0.07% | −80−8.1% | Reduced |
| Van Diest Capital, LLC | 915 | $469.8K | 0.42% | −373−29.0% | Reduced |
| Townsend Asset Management Corp | 919 | $472.0K | 0.15% | +27+3.0% | Added |
| Aberdeen Wealth Management LLC | 928 | $476.5K | 0.23% | −758−45.0% | Reduced |
| Bank Hapoalim BM | 928 | $477.0K | 0.03% | +122+15.1% | Added |
| Smith Group Asset Management, LLC | 930 | $477.6K | 0.02% | −1,188−56.1% | Reduced |
| Baskin Financial Services Inc. | 930 | $478.0K | 0.04% | −450−32.6% | Reduced |
| WealthShield Partners, LLC | 932 | $478.7K | 0.07% | −3,341−78.2% | Reduced |
| Altfest L J & Co Inc | 933 | $479.2K | 0.05% | −3−0.3% | Reduced |
| Private Client Services, LLC | 939 | $482.4K | 0.13% | +8+0.9% | Added |
| Brookwood Investment Group LLC | 940 | $482.8K | 0.06% | −694−42.5% | Reduced |
| Swan Global Investments, LLC | 940 | $482.8K | 0.02% | +286+43.7% | Added |
| Orgel Wealth Management, LLC | 942 | $483.7K | 0.01% | +44+4.9% | Added |
| GPM Growth Investors, Inc. | 942 | $483.8K | 0.20% | +23+2.5% | Added |
| Tenet Wealth Partners, LLC | 877 | $483.9K | 0.36% | +877 | New |
| Meadow Creek Wealth Advisors LLC | 943 | $484.2K | 0.30% | −507−35.0% | Reduced |
| Founders Financial Securities LLC | 943 | $484.3K | 0.02% | −49−4.9% | Reduced |
| MBE Wealth Management, LLC | 943 | $484.3K | 0.17% | 00.0% | Unchanged |
| First American Trust, FSB | 944 | $485.1K | 0.03% | +109+13.1% | Added |
| Capula Management Ltd | 945 | $485.4K | 0.00% | −3,033−76.2% | Reduced |
| Ullmann Financial Group, Inc. | 946 | $485.7K | 0.04% | +154+19.4% | Added |
| denkapparat Operations GmbH | 946 | $485.9K | 0.16% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 948 | $486.9K | 0.03% | −2,233−70.2% | Reduced |
| Coerente Capital Management | 950 | $487.9K | 0.09% | 00.0% | Unchanged |
| Covestor Ltd | 949 | $488.0K | 0.28% | −21−2.2% | Reduced |
| Heritage Oak Wealth Advisors LLC | 953 | $489.3K | 0.14% | +12+1.3% | Added |
| Glen Eagle Advisors, LLC | 954 | $490.1K | 0.06% | −115−10.8% | Reduced |
| Eurizon SLJ Capital Ltd | 958 | $492.0K | 0.18% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 958 | $492.0K | 0.04% | +28+3.0% | Added |
| Summit Wealth Group LLC | 958 | $492.2K | 0.04% | +60+6.7% | Added |
| GenTrust, LLC | 959 | $492.8K | 0.02% | +155+19.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 960 | $493.1K | 0.27% | 00.0% | Unchanged |
| Laurion Capital Management LP | 962 | $494.1K | 0.04% | +962 | New |
| Retirement Planning Co of New England, Inc. | 962 | $494.3K | 0.18% | +20+2.1% | Added |
| Stonekeep Investments, LLC | 967 | $497.0K | 0.29% | 00.0% | Unchanged |
| Park Capital Management, LLC | 972 | $499.2K | 0.29% | −193−16.6% | Reduced |
| Ibex Wealth Advisors | 973 | $500.0K | 0.04% | −20−2.0% | Reduced |
| Wilkins Investment Counsel Inc | 975 | $500.8K | 0.07% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 976 | $501.0K | 0.26% | +329+50.9% | Added |
| New World Advisors LLC | 977 | $501.8K | 0.09% | −115−10.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 977 | $502.0K | 0.14% | −104−9.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 978 | $502.0K | 0.05% | +978 | New |
| Morris Retirement Advisors, LLC | 979 | $502.8K | 0.18% | −329−25.2% | Reduced |
| Integral Investment Advisors, Inc. | 985 | $505.9K | 0.11% | −31−3.1% | Reduced |