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 |
|---|---|---|---|---|---|
| Brucke Financial, Inc. | 985 | $505.9K | 0.22% | −58−5.6% | Reduced |
| Clarity Wealth Development LLC | 986 | $506.3K | 0.28% | −7−0.7% | Reduced |
| WESPAC Advisors, LLC | 986 | $506.4K | 0.25% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 987 | $506.9K | 0.08% | +21+2.2% | Added |
| Potomac Fund Management Inc | 989 | $507.7K | 0.01% | −117−10.6% | Reduced |
| Fourth Dimension Wealth, LLC | 992 | $509.5K | 0.16% | +10+1.0% | Added |
| Conestoga Capital Advisors, LLC | 995 | $511.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 998 | $512.6K | 0.03% | +388+63.6% | Added |
| JMG Financial Group, Ltd. | 999 | $513.3K | 0.01% | −20−2.0% | Reduced |
| Kanen Wealth Management LLC | 1,000 | $513.6K | 0.13% | 00.0% | Unchanged |
| Code Waechter LLC | 1,001 | $514.1K | 0.27% | +228+29.5% | Added |
| Jericho Financial, LLP | 1,003 | $515.0K | 0.27% | −205−17.0% | Reduced |
| Burns J W & Co Inc | 1,004 | $515.7K | 0.05% | +7+0.7% | Added |
| KPP Advisory Services LLC | 1,005 | $516.2K | 0.07% | +503+100.2% | Added |
| First County Bank | 1,005 | $516.2K | 0.24% | −49−4.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,007 | $517.2K | 0.12% | −155−13.3% | Reduced |
| Lewis Asset Management, LLC | 1,011 | $519.3K | 0.18% | +53+5.5% | Added |
| Durante & Waters, LLC | 1,012 | $519.8K | 0.34% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 1,012 | $519.8K | 0.32% | +41+4.2% | Added |
| Magnolia Private Wealth, LLC | 1,013 | $520.3K | 0.29% | +51+5.3% | Added |
| DDD Partners, LLC | 1,013 | $520.3K | 0.03% | +1,013 | New |
| Proffitt & Goodson Inc | 1,015 | $521.3K | 0.07% | +257+33.9% | Added |
| Vicus Capital | 1,015 | $521.4K | 0.03% | −49−4.6% | Reduced |
| City National Bank of Florida | 1,016 | $521.8K | 0.22% | +186+22.4% | Added |
| Walkner Condon Financial Advisors LLC | 1,016 | $521.8K | 0.06% | +1+0.1% | Added |
| Capital Management Associates, Inc | 1,017 | $522.3K | 0.10% | −6−0.6% | Reduced |
| Warm Springs Advisors Inc. | 1,019 | $523.4K | 0.36% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,020 | $524.1K | 0.09% | +1,020 | New |
| Clear Point Advisors Inc. | 1,021 | $524.4K | 0.46% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 1,022 | $524.9K | 0.32% | −143−12.3% | Reduced |
| Mindset Wealth Management, LLC | 1,022 | $525.1K | 0.10% | −49−4.6% | Reduced |
| Matauro, LLC | 1,024 | $525.9K | 0.07% | −5−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,027 | $527.0K | 0.12% | +1,027 | New |
| Verus Capital Partners, LLC | 1,028 | $527.8K | 0.03% | +99+10.7% | Added |
| Grandview Asset Management LLC | 1,027 | $527.8K | 0.13% | −19−1.8% | Reduced |
| Virtue Capital Management, LLC | 1,028 | $528.0K | 0.07% | −18−1.7% | Reduced |
| Clear Retirement Advice LLC | 1,029 | $528.5K | 0.36% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,059 | $529.0K | 0.07% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 1,031 | $529.6K | 0.28% | +175+20.4% | Added |
| Argent Advisors, Inc. | 1,034 | $531.1K | 0.13% | +1,034 | New |
| Madison Wealth Partners, Inc | 1,035 | $531.6K | 0.07% | +224+27.6% | Added |
| Select Asset Management & Trust | 1,038 | $533.0K | 0.15% | −48−4.4% | Reduced |
| Motco | 1,038 | $533.1K | 0.05% | −4−0.4% | Reduced |
| Shufro Rose & Co LLC | 1,040 | $534.0K | 0.03% | −800−43.5% | Reduced |
| Umpqua Bank | 1,040 | $534.1K | 0.12% | −28−2.6% | Reduced |
| Paulson Wealth Management Inc. | 1,040 | $534.1K | 0.11% | +17+1.7% | Added |
| Kanawha Capital Management LLC | 1,041 | $534.6K | 0.03% | +172+19.8% | Added |
| Verity & Verity, LLC | 1,042 | $535.2K | 0.04% | +97+10.3% | Added |
| Pacitti Group Inc. | 1,042 | $535.3K | 0.17% | −17−1.6% | Reduced |
| RVW Wealth, LLC | 1,044 | $536.0K | 0.04% | −27−2.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,044 | $536.2K | 0.11% | +55+5.6% | Added |
| Founders Capital Management, LLC | 1,045 | $536.7K | 0.08% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 981 | $537.0K | 0.05% | −4−0.4% | Reduced |
| Manchester Financial Inc | 1,049 | $538.7K | 0.10% | +12+1.2% | Added |
| Haven Private, LLC | 1,051 | $539.8K | 0.21% | −125−10.6% | Reduced |
| Apollon Financial, LLC | 1,053 | $540.7K | 0.06% | +29+2.8% | Added |
| Mason & Associates Inc | 1,054 | $541.2K | 0.09% | −104−9.0% | Reduced |
| Western Pacific Wealth Management, LP | 1,055 | $542.0K | 0.49% | −22−2.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,056 | $542.2K | 0.04% | 00.0% | Unchanged |
| CAP Partners, LLC | 1,056 | $542.3K | 0.27% | −16−1.5% | Reduced |
| Impact Partnership Wealth, LLC | 1,057 | $542.9K | 0.05% | +213+25.2% | Added |
| RAM Investment Partners, LLC | 1,059 | $543.8K | 0.09% | −13−1.2% | Reduced |
| Entelevest, LLC | 1,059 | $543.9K | 0.48% | −3−0.3% | Reduced |
| Noble Wealth Management PBC | 1,062 | $545.4K | 0.25% | −42−3.8% | Reduced |
| NorthStar Asset Management LLC | 1,062 | $545.6K | 0.22% | −171−13.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,063 | $545.9K | 0.21% | −25−2.3% | Reduced |
| Financial Advisory Service, Inc. | 1,064 | $546.3K | 0.03% | −73−6.4% | Reduced |
| Abacus Wealth Partners, LLC | 1,064 | $546.5K | 0.06% | −1,418−57.1% | Reduced |
| Rise Advisors, LLC | 1,064 | $546.5K | 0.15% | +28+2.7% | Added |
| 180 Wealth Advisors, LLC | 1,065 | $547.1K | 0.05% | +10+0.9% | Added |
| Discipline Wealth Solutions, LLC | 1,066 | $547.5K | 0.05% | +50+4.9% | Added |
| CFS Investment Advisory Services, LLC | 1,018 | $549.1K | 0.04% | −82−7.5% | Reduced |
| Hardworking Capital Advisors, LLC | 1,070 | $549.6K | 0.45% | +36+3.5% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,071 | $549.9K | 0.43% | −146−12.0% | Reduced |
| Heritage Investment Group, Inc. | 1,072 | $550.4K | 0.07% | −33−3.0% | Reduced |
| Simon Quick Advisors, LLC | 1,072 | $550.6K | 0.02% | −74−6.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,072 | $550.6K | 0.07% | +50+4.9% | Added |
| Essex LLC | 1,072 | $550.7K | 0.08% | −191−15.1% | Reduced |
| Diversified Management Inc | 1,073 | $551.1K | 0.12% | −391−26.7% | Reduced |
| Crown Wealth Group, LLC | 1,073 | $551.1K | 0.14% | +41+4.0% | Added |
| Collaborative Capital Advisors LLC | 1,073 | $551.1K | 0.35% | +1,073 | New |
| Fullerton Fund Management Co Ltd. | 1,081 | $555.2K | 0.04% | −332−23.5% | Reduced |
| Victory Financial Group, LLC | 1,082 | $555.7K | 0.06% | −432−28.5% | Reduced |
| Fortitude Family Office, LLC | 1,090 | $559.6K | 0.11% | −8−0.7% | Reduced |
| Alliance Wealth Advisors, LLC | 1,090 | $559.8K | 0.22% | −100−8.4% | Reduced |
| Nadler Financial Group, Inc. | 1,090 | $559.8K | 0.05% | +1+0.1% | Added |
| Jackson Thornton Asset Management, LLC | 1,091 | $560.3K | 0.04% | +504+85.9% | Added |
| Betterment LLC | 1,092 | $561.0K | 0.00% | −43−3.8% | Reduced |
| Fortem Financial Group, LLC | 1,093 | $561.4K | 0.11% | −260−19.2% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 1,094 | $561.9K | 0.48% | −48−4.2% | Reduced |
| Private Advisory Group LLC | 1,094 | $561.9K | 0.03% | +133+13.8% | Added |
| Heffernan Advisory, Inc | 1,094 | $561.9K | 0.47% | +200+22.4% | Added |
| KMT Wealth Management, LLC | 1,094 | $561.9K | 0.48% | +1,094 | New |
| Raab & Moskowitz Asset Management LLC | 1,094 | $562.0K | 0.11% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 1,095 | $562.4K | 0.04% | −71−6.1% | Reduced |
| BDFS Capital LLC | 1,095 | $562.5K | 0.24% | +88+8.7% | Added |
| Redwood Financial Network Corp | 1,095 | $562.6K | 0.31% | +67+6.5% | Added |
| Ascension Capital Advisors, Inc. | 1,096 | $562.9K | 0.16% | −65−5.6% | Reduced |
| Clean Yield Group | 1,098 | $563.9K | 0.14% | −15−1.3% | Reduced |
| KFG Wealth Management, LLC | 1,099 | $564.4K | 0.06% | +123+12.6% | Added |