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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 1,099 | $564.4K | 0.01% | +468+74.2% | Added |
| Richards, Merrill & Peterson, Inc. | 1,100 | $564.8K | 0.18% | +10+0.9% | Added |
| Summit Wealth & Retirement Planning, Inc. | 1,102 | $566.0K | 0.12% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 1,103 | $566.5K | 0.07% | −7−0.6% | Reduced |
| Cheviot Value Management, LLC | 1,103 | $566.5K | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,106 | $568.0K | 0.06% | −152−12.1% | Reduced |
| Darwin Advisors, LLC | 1,107 | $568.9K | 0.16% | +43+4.0% | Added |
| TT Capital Management LLC | 1,108 | $569.1K | 0.44% | +1,108 | New |
| Fortress Private Ledger, LLC | 1,109 | $569.6K | 0.16% | +410+58.7% | Added |
| BCJ Capital Management, LLC | 1,109 | $569.8K | 0.03% | −3,325−75.0% | Reduced |
| Firethorn Wealth Partners, LLC | 1,110 | $570.2K | 0.18% | +206+22.8% | Added |
| Financial Advisors Network, Inc. | 1,113 | $571.6K | 0.07% | +183+19.7% | Added |
| Strathmore Capital Advisors, Inc. | 1,062 | $571.7K | 0.15% | −129−10.8% | Reduced |
| Summa Corp. | 1,115 | $572.7K | 0.18% | −610−35.4% | Reduced |
| Stronghold Wealth Management L.L.C. | 1,115 | $572.7K | 0.77% | +80+7.7% | Added |
| Wulff, Hansen & Co. | 1,115 | $572.7K | 0.44% | +135+13.8% | Added |
| Talon Private Wealth, LLC | 1,117 | $573.7K | 0.07% | +1,117 | New |
| Sandy Cove Advisors, LLC | 1,120 | $575.1K | 0.14% | +117+11.7% | Added |
| Sentinel Trust Co Lba | 1,124 | $577.0K | 0.05% | −280−19.9% | Reduced |
| Park National Corp | 1,124 | $577.3K | 0.02% | −46−3.9% | Reduced |
| Baker Boyer National Bank | 1,124 | $577.3K | 0.16% | −1−0.1% | Reduced |
| Invera Wealth Advisors, LLC | 1,127 | $578.8K | 0.31% | +1,127 | New |
| AMG Asset Management Group, Inc. | 1,127 | $578.9K | 0.36% | +55+5.1% | Added |
| Zullo Investment Group, Inc. | 1,129 | $579.9K | 0.20% | −5−0.4% | Reduced |
| Tannin Capital LLC | 1,131 | $580.9K | 0.38% | +1,131 | New |
| Westfuller Advisors, LLC | 1,131 | $581.0K | 0.21% | +41+3.8% | Added |
| Breakwater Capital Group | 1,132 | $581.4K | 0.07% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,136 | $583.5K | 0.06% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 1,139 | $585.0K | 0.07% | −8−0.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,140 | $585.5K | 0.10% | −60−5.0% | Reduced |
| Flagstone Financial Management | 1,140 | $585.5K | 0.13% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,142 | $586.5K | 0.33% | −1,334−53.9% | Reduced |
| Foster & Motley Inc | 1,143 | $587.0K | 0.03% | −97−7.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,144 | $587.3K | 0.13% | +77+7.2% | Added |
| Generation Capital Management LLC | 1,147 | $589.1K | 0.36% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 1,149 | $590.4K | 0.20% | +157+15.8% | Added |
| First Command Advisory Services, Inc. | 1,151 | $591.2K | 0.00% | −106−8.4% | Reduced |
| CWS Financial Advisors, LLC | 1,153 | $592.2K | 0.13% | +207+21.9% | Added |
| Keudell/Morrison Wealth Management | 1,154 | $592.7K | 0.11% | +27+2.4% | Added |
| Citadel Investment Advisory, Inc. | 1,155 | $593.0K | 0.27% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,157 | $594.4K | 0.34% | +15+1.3% | Added |
| Prota Financial, LLC | 1,140 | $595.6K | 0.39% | +105+10.1% | Added |
| Centerpoint Advisors, LLC | 1,160 | $596.0K | 0.17% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,162 | $596.7K | 0.21% | +20+1.8% | Added |
| TCFG Investment Advisors, LLC | 1,161 | $597.4K | 0.20% | +1+0.1% | Added |
| Waddell & Associates, LLC | 1,168 | $599.9K | 0.03% | +387+49.6% | Added |
| Adelphi Trust Co | 1,169 | $600.4K | 0.40% | −305−20.7% | Reduced |
| Brave Warrior Advisors, LLC | 1,172 | $601.9K | 0.01% | +750+177.7% | Added |
| Legacy Wealth Advisors, LLC | 1,173 | $602.5K | 0.26% | +751+178.0% | Added |
| Boyd Watterson Asset Management LLC | 1,176 | $604.0K | 0.16% | 00.0% | Unchanged |
| Tradewinds, LLC. | 54,174 | $608.3K | 0.19% | +53,680+10,866.4% | Added |
| SPWM Advisors LLC | 1,120 | $608.8K | 0.56% | −320−22.2% | Reduced |
| Eagle Wealth Advisors LLC | 1,188 | $610.2K | 0.47% | −499−29.6% | Reduced |
| HMV Wealth Advisors, LLC | 1,189 | $610.7K | 0.24% | −5−0.4% | Reduced |
| Lakeshore Capital Group, Inc. | 1,190 | $611.0K | 0.45% | +3+0.3% | Added |
| Sound Income Strategies, LLC | 1,197 | $614.7K | 0.03% | +155+14.9% | Added |
| Birch Financial Group, LLC | 1,200 | $616.1K | 0.32% | −489−29.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,202 | $617.4K | 0.13% | −68−5.4% | Reduced |
| Mosley Wealth Management | 1,202 | $617.5K | 0.20% | +328+37.5% | Added |
| Warren Street Wealth Advisors, LLC | 1,205 | $618.9K | 0.14% | +52+4.5% | Added |
| Wexford Capital LP | 1,208 | $620.4K | 0.09% | +780+182.2% | Added |
| Integrity Advisory Solutions, LLC | 1,211 | $622.3K | 0.06% | +521+75.5% | Added |
| Colonial Trust Co | 1,214 | $623.5K | 0.08% | −226−15.7% | Reduced |
| Tradition Wealth Management, LLC | 1,215 | $624.0K | 0.04% | −57−4.5% | Reduced |
| Rede Wealth, LLC | 1,216 | $624.3K | 0.21% | +1+0.1% | Added |
| GW Henssler & Associates Ltd | 1,216 | $624.7K | 0.03% | −82−6.3% | Reduced |
| Wealth Management Associates, Inc. | 1,218 | $625.5K | 0.17% | −830−40.5% | Reduced |
| Core Alternative Capital | 1,218 | $625.6K | 0.19% | +203+20.0% | Added |
| US Asset Management LLC | 1,219 | $626.1K | 0.48% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,220 | $626.6K | 0.06% | +465+61.6% | Added |
| QTR Family Wealth, LLC | 1,222 | $627.6K | 0.22% | +139+12.8% | Added |
| Kiley Juergens Wealth Management, LLC | 1,222 | $627.8K | 0.10% | −95−7.2% | Reduced |
| KG&L Capital Management,LLC | 1,223 | $628.1K | 0.37% | −57−4.5% | Reduced |
| EJMK Ventures LLC | 1,226 | $629.7K | 0.29% | +64+5.5% | Added |
| Forum Financial Management, LP | 1,228 | $630.7K | 0.01% | +14+1.2% | Added |
| LRI Investments, LLC | 1,232 | $632.9K | 0.05% | −178−12.6% | Reduced |
| Horizon Bancorp Inc | 1,232 | $633.0K | 0.30% | −45−3.5% | Reduced |
| Connective Portfolio Management, LLC | 1,235 | $634.3K | 1.06% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,237 | $635.0K | 0.22% | −271−18.0% | Reduced |
| Cardiff Park Advisors, LLC | 1,236 | $635.0K | 0.05% | −36−2.8% | Reduced |
| Clare Market Investments LLC | 1,237 | $635.4K | 0.12% | −1−0.1% | Reduced |
| Wallace Advisory Group, LLC | 1,238 | $635.8K | 0.60% | −409−24.8% | Reduced |
| New Covenant Trust Company, N.A. | 1,238 | $635.8K | 0.48% | +63+5.4% | Added |
| AXA S.A. | 1,427 | $636.1K | 0.74% | +408+40.0% | Added |
| Aureus Asset Management, LLC | 1,241 | $637.4K | 0.04% | −89−6.7% | Reduced |
| Parthenon LLC | 1,243 | $638.4K | 0.07% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 1,243 | $638.5K | 0.17% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,247 | $640.6K | 0.02% | +125+11.1% | Added |
| Safeguard Investment Advisory Group, LLC | 1,248 | $641.1K | 0.15% | +88+7.6% | Added |
| Proathlete Wealth Management LLC | 1,250 | $642.4K | 0.16% | +2+0.2% | Added |
| Meadowbrook Wealth Management, LLC | 1,230 | $642.6K | 0.69% | +70+6.0% | Added |
| Verum Partners LLC | 1,251 | $642.7K | 0.10% | +26+2.1% | Added |
| Retirement Planning Group | 1,252 | $642.9K | 0.02% | +111+9.7% | Added |
| Keb Asset Management, LLC | 1,254 | $644.1K | 0.10% | −60−4.6% | Reduced |
| Gerber, LLC | 1,255 | $644.6K | 0.30% | 00.0% | Unchanged |
| Exchange Bank | 1,256 | $645.1K | 0.40% | +62+5.2% | Added |
| Berkshire Asset Management LLC | 1,257 | $645.4K | 0.03% | +71+6.0% | Added |
| ZWJ Investment Counsel Inc | 1,257 | $645.6K | 0.02% | −163−11.5% | Reduced |
| Hexagon Capital Partners LLC | 1,257 | $645.6K | 0.09% | −12−0.9% | Reduced |
| Barlow Wealth Partners, Inc. | 1,242 | $645.7K | 0.07% | +272+28.0% | Added |