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
Q3 2026 data is still coming in: 10 institutions have reported holding MA so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 2,127 | $1.09M | 0.27% | −320−13.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 2,128 | $1.09M | 0.07% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 2,130 | $1.09M | 0.11% | +148+7.5% | Added |
| Prentice Wealth Management LLC | 2,131 | $1.09M | 0.23% | −3−0.1% | Reduced |
| Richard W. Paul & Associates, LLC | 2,137 | $1.10M | 0.34% | +58+2.8% | Added |
| Castleview Partners, LLC | 2,138 | $1.10M | 0.48% | +17+0.8% | Added |
| First Western Trust Bank | 2,139 | $1.10M | 0.05% | +3+0.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,143 | $1.10M | 0.98% | +2,143 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,143 | $1.10M | 0.16% | +653+43.8% | Added |
| Northbridge Financial Group, LLC | 2,144 | $1.10M | 0.42% | +135+6.7% | Added |
| Lafayette Investments, Inc. | 2,146 | $1.10M | 0.20% | +1,480+222.2% | Added |
| Wincap Financial LLC | 2,148 | $1.10M | 0.60% | +135+6.7% | Added |
| Spirit of America Management Corp | 2,150 | $1.10M | 0.21% | −300−12.2% | Reduced |
| Challenger Wealth Management | 2,152 | $1.11M | 0.81% | −77−3.5% | Reduced |
| Connecticut Wealth Management, LLC | 2,155 | $1.11M | 0.04% | −18−0.8% | Reduced |
| Vann Equity Management LLC | 2,159 | $1.11M | 0.67% | −39−1.8% | Reduced |
| Hayek Kallen Investment Management | 2,159 | $1.11M | 0.34% | +198+10.1% | Added |
| IMA Wealth, Inc. | 2,160 | $1.11M | 0.07% | +341+18.7% | Added |
| Capital Advisors Inc | 2,161 | $1.11M | 0.02% | −32−1.5% | Reduced |
| PCB Capital LLC | 2,167 | $1.11M | 1.36% | +96+4.6% | Added |
| MWA Asset Management | 2,170 | $1.11M | 0.50% | −63−2.8% | Reduced |
| Seeds Investor LLC | 2,173 | $1.12M | 0.11% | −214−9.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,175 | $1.12M | 0.24% | −3,301−60.3% | Reduced |
| Jacobsen Capital Management | 2,179 | $1.12M | 0.33% | −32−1.4% | Reduced |
| Financial Management Network Inc | 2,065 | $1.12M | 0.16% | −45−2.1% | Reduced |
| FSM Wealth Advisors, LLC | 2,188 | $1.12M | 0.12% | +43+2.0% | Added |
| Scharf Investments, LLC | 2,190 | $1.13M | 0.04% | −1,105−33.5% | Reduced |
| Atwater Malick LLC | 2,192 | $1.13M | 0.25% | +136+6.6% | Added |
| Onefund, LLC | 2,201 | $1.13M | 0.64% | −52−2.3% | Reduced |
| Crawford Investment Counsel Inc | 2,202 | $1.13M | 0.02% | +22+1.0% | Added |
| Crux Wealth Advisors | 2,203 | $1.13M | 0.39% | −111−4.8% | Reduced |
| Crusonia Wealth Advisors LLC | 2,209 | $1.13M | 0.19% | +184+9.1% | Added |
| Money Concepts Capital Corp | 2,211 | $1.14M | 0.05% | −8−0.4% | Reduced |
| Northern Financial Advisors Inc | 2,212 | $1.14M | 0.75% | −76−3.3% | Reduced |
| Green Harvest Asset Management LLC | 2,213 | $1.14M | 0.01% | +474+27.3% | Added |
| Storgate, LLC | 2,213 | $1.14M | 0.24% | +1,489+205.7% | Added |
| Atlas Brown,Inc. | 2,214 | $1.14M | 0.31% | −2−0.1% | Reduced |
| Demars Financial Group, LLC | 2,214 | $1.14M | 0.32% | +20+0.9% | Added |
| Armis Advisers, LLC | 2,133 | $1.14M | 0.10% | +224+11.7% | Added |
| JPL Wealth Management, LLC | 2,222 | $1.14M | 0.23% | −5,624−71.7% | Reduced |
| Oak Family Advisors, LLC | 2,226 | $1.14M | 0.33% | −109−4.7% | Reduced |
| McGuire Capital Advisors Inc | 2,226 | $1.14M | 0.62% | +117+5.5% | Added |
| SMA Capital LLC | 2,229 | $1.14M | 0.48% | +2,229 | New |
| Arbor Capital Management Inc | 2,113 | $1.15M | 1.13% | −200−8.6% | Reduced |
| Van Hulzen Asset Management, LLC | 2,236 | $1.15M | 0.08% | +777+53.3% | Added |
| 4J Wealth Management LLC | 2,236 | $1.15M | 0.56% | −250−10.1% | Reduced |
| Silver Oak Securities, Inc | 2,241 | $1.15M | 0.07% | −51−2.2% | Reduced |
| Smart Money Group LLC | 2,241 | $1.15M | 0.30% | +179+8.7% | Added |
| Rydar Equities, Inc. | 2,132 | $1.15M | 0.65% | +39+1.9% | Added |
| Financial Consulate, Inc | 2,249 | $1.15M | 0.13% | −45−2.0% | Reduced |
| Forum Finance Group S.A. | 2,789 | $1.16M | 0.42% | +1,873+204.5% | Added |
| Sunbeam Capital Management, LLC | 2,257 | $1.16M | 0.53% | +7+0.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,257 | $1.16M | 0.31% | −564−20.0% | Reduced |
| SP Asset Management LLC | 2,258 | $1.16M | 0.09% | +203+9.9% | Added |
| Wellington Grp LLC | 2,261 | $1.16M | 0.31% | −480−17.5% | Reduced |
| Family Legacy, Inc. | 2,262 | $1.16M | 0.31% | −13−0.6% | Reduced |
| J.Safra Asset Management Corp | 2,264 | $1.16M | 0.05% | −33−1.4% | Reduced |
| Perfromance Wealth Partners, LLC | 2,265 | $1.16M | 0.03% | +555+32.5% | Added |
| Walter & Keenan Financial Consulting Co | 2,269 | $1.17M | 0.29% | +57+2.6% | Added |
| Guardian Wealth Advisors, LLC | 2,275 | $1.17M | 0.07% | +10.0% | Added |
| Up Strategic Wealth Investment Advisors LLC | 2,053 | $1.17M | 0.70% | +200+10.8% | Added |
| Field & Main Bank | 2,283 | $1.17M | 0.24% | +58+2.6% | Added |
| Symmetry Partners, LLC | 2,284 | $1.17M | 0.06% | +283+14.1% | Added |
| McAdam, LLC | 2,288 | $1.18M | 0.05% | +372+19.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,290 | $1.18M | 0.33% | +111+5.1% | Added |
| Elevated Capital Advisors, LLC | 2,294 | $1.18M | 0.32% | −1,140−33.2% | Reduced |
| Cache Advisors, LLC | 2,295 | $1.18M | 0.10% | +600+35.4% | Added |
| Impact Capital Partners LLC | 2,306 | $1.18M | 0.32% | −51−2.2% | Reduced |
| Mendel Money Management | 2,311 | $1.19M | 0.43% | +40+1.8% | Added |
| Maren Capital LLC | 2,315 | $1.19M | 0.06% | +230+11.0% | Added |
| Basecamp Wealth Advisors LLC | 2,318 | $1.19M | 0.22% | −421−15.4% | Reduced |
| Virtue Asset Management LLC | 2,340 | $1.20M | 0.84% | −179−7.1% | Reduced |
| Tred Avon Family Wealth, LLC | 2,340 | $1.20M | 0.37% | −23−1.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2,341 | $1.20M | 0.20% | +113+5.1% | Added |
| Cim Investment Mangement Inc | 2,342 | $1.20M | 0.29% | −203−8.0% | Reduced |
| Principal Street Partners, LLC | 2,343 | $1.20M | 0.18% | +87+3.9% | Added |
| Act Two Investors LLC | 2,344 | $1.20M | 0.24% | +2,344 | New |
| Alliance Wealth Advisors, LLC | 2,347 | $1.21M | 0.23% | −486−17.2% | Reduced |
| HF Advisory Group, LLC | 2,349 | $1.21M | 0.37% | +43+1.9% | Added |
| Fortis Group Advisors, LLC | 2,367 | $1.22M | 0.19% | −202−7.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,369 | $1.22M | 0.12% | +21+0.9% | Added |
| GKV Capital Management Co., Inc. | 2,375 | $1.22M | 0.39% | −3−0.1% | Reduced |
| Investment Research Partners LLC | 2,376 | $1.22M | 0.41% | +268+12.7% | Added |
| Provident Trust Co | 2,380 | $1.22M | 0.03% | 00.0% | Unchanged |
| HighVista Strategies LLC | 2,384 | $1.22M | 0.28% | −540−18.5% | Reduced |
| Whitener Capital Management, Inc. | 2,395 | $1.23M | 0.26% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 2,399 | $1.23M | 0.11% | +43+1.8% | Added |
| Cidel Asset Management Inc | 2,399 | $1.23M | 0.06% | +608+33.9% | Added |
| Chesapeake Wealth Management | 2,409 | $1.24M | 0.35% | +94+4.1% | Added |
| OneAscent Family Office, LLC | 2,411 | $1.24M | 0.63% | +400+19.9% | Added |
| Pine Valley Investments Ltd Liability Co | 2,412 | $1.24M | 0.05% | −409−14.5% | Reduced |
| My Purposeful Wealth Corp. | 2,414 | $1.24M | 0.24% | +141+6.2% | Added |
| Fragasso Group Inc. | 2,414 | $1.24M | 0.07% | +497+25.9% | Added |
| Childress Capital Advisors, LLC | 2,419 | $1.24M | 0.20% | −401−14.2% | Reduced |
| Cambient Family Office, LLC | 2,422 | $1.24M | 0.15% | +237+10.8% | Added |
| Avantax Planning Partners, Inc. | 2,423 | $1.24M | 0.03% | −142−5.5% | Reduced |
| Advyzon Investment Management, LLC | 2,425 | $1.25M | 0.09% | +160+7.1% | Added |
| Stablepoint Partners, LLC | 2,428 | $1.25M | 0.17% | −65−2.6% | Reduced |
| Red Wave Investments LLC | 2,436 | $1.25M | 0.32% | −243−9.1% | Reduced |
| Orrstown Financial Services Inc | 2,439 | $1.25M | 0.19% | −96−3.8% | Reduced |