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: 19 institutions have reported holding MA so far. See Q3 2026
- Institutional holders
- 3,633
- +51 vs. Q1 2026
- Shares held
- 772.0M
- +8.43M (+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
- 1,571 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 |
|---|---|---|---|---|---|
| Unique Wealth Strategies, LLC | 2,932 | $1.51M | 0.55% | −86−2.8% | Reduced |
| C WorldWide Group Holding A/S | 2,944 | $1.51M | 0.04% | +2,944 | New |
| Wrapmanager Inc | 2,946 | $1.51M | 0.47% | −174−5.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,946 | $1.51M | 0.29% | +26+0.9% | Added |
| Fukoku Mutual Life Insurance Co | 2,947 | $1.51M | 0.09% | −182−5.8% | Reduced |
| West Family Investments, Inc. | 2,951 | $1.52M | 0.44% | +44+1.5% | Added |
| Sheets Smith Wealth Management | 2,952 | $1.52M | 0.15% | +359+13.8% | Added |
| Morse Asset Management, Inc | 2,955 | $1.52M | 0.25% | −4,634−61.1% | Reduced |
| Accretive Wealth Partners, LLC | 2,963 | $1.52M | 0.37% | +58+2.0% | Added |
| James J. Burns & Company, LLC | 2,967 | $1.52M | 0.17% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,974 | $1.53M | 0.10% | −295−9.0% | Reduced |
| Crew Capital Management, Ltd. | 2,977 | $1.53M | 0.84% | +325+12.3% | Added |
| Cadent Capital Advisors, LLC | 2,990 | $1.54M | 0.32% | −5,035−62.7% | Reduced |
| Aspen Grove Capital, LLC | 2,994 | $1.54M | 0.22% | +3+0.1% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,996 | $1.54M | 1.06% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 2,997 | $1.54M | 0.18% | +73+2.5% | Added |
| Evernest Financial Advisors, LLC | 3,000 | $1.54M | 0.32% | −90−2.9% | Reduced |
| Plimoth Trust Co LLC | 3,000 | $1.54M | 0.31% | 00.0% | Unchanged |
| Eurizon Asset Management Hungary Ltd. | 3,000 | $1.54M | 1.64% | +2,000+200.0% | Added |
| Community Bank & Trust, Waco, Texas | 3,000 | $1.54M | 0.28% | +21+0.7% | Added |
| OneAscent Financial Services LLC | 3,004 | $1.54M | 0.07% | +33+1.1% | Added |
| Waterloo Capital, L.P. | 3,009 | $1.55M | 0.09% | +459+18.0% | Added |
| Pacifica Partners Inc. | 2,868 | $1.55M | 0.47% | −59−2.0% | Reduced |
| VeraBank, N.A. | 3,013 | $1.55M | 0.26% | −710−19.1% | Reduced |
| Deseret Mutual Benefit Administrators | 3,014 | $1.55M | 0.51% | −221−6.8% | Reduced |
| Private Capital Management, LLC | 3,017 | $1.55M | 0.14% | +10.0% | Added |
| Independent Solutions Wealth Management, LLC | 3,027 | $1.55M | 0.20% | −269−8.2% | Reduced |
| Trust Investment Advisors | 3,029 | $1.56M | 0.74% | +13+0.4% | Added |
| MMBG Investment Advisors Co. | 3,030 | $1.56M | 0.12% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,031 | $1.56M | 0.20% | +40+1.3% | Added |
| HMS Capital Management, LLC | 3,031 | $1.56M | 0.58% | −10−0.3% | Reduced |
| Capital Counsel LLC | 3,038 | $1.56M | 0.06% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 2,989 | $1.56M | 0.32% | −2−0.1% | Reduced |
| Jackson Wealth Management, LLC | 3,043 | $1.56M | 0.92% | −28,554−90.4% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,045 | $1.56M | 0.50% | −91−2.9% | Reduced |
| LM Advisors LLC | 3,055 | $1.57M | 0.18% | +1,214+65.9% | Added |
| Cookson Peirce & Co Inc | 3,070 | $1.58M | 0.05% | +89+3.0% | Added |
| Ellevest, Inc. | 3,149 | $1.59M | 0.19% | +47+1.5% | Added |
| Aft, Forsyth & Sober, LLC | 3,175 | $1.59M | 0.50% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,979 | $1.59M | 0.20% | −213−6.7% | Reduced |
| Culbertson A N & Co Inc | 3,097 | $1.59M | 0.19% | +432+16.2% | Added |
| Ratan Capital Management LP | 3,100 | $1.59M | 0.51% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 3,106 | $1.60M | 0.17% | +927+42.5% | Added |
| Winthrop Advisory Group LLC | 3,118 | $1.60M | 0.11% | +318+11.4% | Added |
| Winch Advisory Services, LLC | 3,129 | $1.61M | 0.33% | +9+0.3% | Added |
| Hilltop National Bank | 3,135 | $1.61M | 0.34% | −215−6.4% | Reduced |
| Third View Private Wealth, LLC | 3,139 | $1.61M | 0.20% | +77+2.5% | Added |
| Cross Staff Investments Inc | 3,141 | $1.61M | 0.96% | +2+0.1% | Added |
| Balentine LLC | 3,154 | $1.62M | 0.06% | +1,923+156.2% | Added |
| Joel Isaacson & Co., LLC | 3,167 | $1.63M | 0.05% | −33−1.0% | Reduced |
| Intelligent Financial Strategies | 3,170 | $1.63M | 0.78% | −49−1.5% | Reduced |
| Cypress Advisory Group LLC | 3,175 | $1.63M | 1.26% | +400+14.4% | Added |
| Aspiriant, LLC | 3,174 | $1.63M | 0.04% | +67+2.2% | Added |
| Keel Point, LLC | 3,180 | $1.63M | 0.10% | +214+7.2% | Added |
| Inlet Private Wealth, LLC | 3,184 | $1.64M | 0.40% | −1,000−23.9% | Reduced |
| Alaethes Wealth LLC | 3,185 | $1.64M | 0.48% | +3,185 | New |
| LBMC Investment Advisors, LLC | 3,188 | $1.64M | 0.09% | +47+1.5% | Added |
| SS&H Financial Advisors, Inc. | 3,197 | $1.64M | 0.42% | +3,197 | New |
| Sovran Advisors, LLC | 2,918 | $1.64M | 0.12% | +251+9.4% | Added |
| Sendero Wealth Management, LLC | 3,200 | $1.64M | 0.16% | −3,254−50.4% | Reduced |
| Omnia Family Wealth, LLC | 3,202 | $1.64M | 0.44% | −9−0.3% | Reduced |
| WBH Advisory Inc | 3,204 | $1.65M | 0.11% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 3,212 | $1.65M | 0.71% | −2,131−39.9% | Reduced |
| Embree Financial Group | 3,227 | $1.66M | 0.17% | +16+0.5% | Added |
| Defiance ETFs, LLC | 3,175 | $1.66M | 0.02% | +587+22.7% | Added |
| Waterway Wealth Management, LLC | 3,234 | $1.66M | 0.34% | +20+0.6% | Added |
| Alta Advisers Ltd | 3,247 | $1.67M | 0.38% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,341 | $1.67M | 0.27% | −89−2.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,261 | $1.68M | 0.04% | +149+4.8% | Added |
| First Horizon Corp | 3,273 | $1.68M | 0.06% | −128−3.8% | Reduced |
| Manchester Capital Management LLC | 3,282 | $1.69M | 0.22% | −310−8.6% | Reduced |
| Clear Creek Financial Management, LLC | 3,282 | $1.69M | 0.11% | −311−8.7% | Reduced |
| CVFG LLC | 3,299 | $1.69M | 0.18% | −34−1.0% | Reduced |
| Semus Wealth Partners LLC | 3,299 | $1.69M | 0.82% | −41−1.2% | Reduced |
| MONECO Advisors, LLC | 3,299 | $1.69M | 0.10% | +665+25.2% | Added |
| Nicholson Wealth Management Group, LLC | 3,310 | $1.70M | 1.01% | −67−2.0% | Reduced |
| Intellectus Partners, LLC | 3,312 | $1.70M | 0.29% | +416+14.4% | Added |
| Lantern Wealth Advisors, LLC | 3,313 | $1.70M | 0.78% | −386−10.4% | Reduced |
| Prelude Capital Management, LLC | 3,315 | $1.70M | 0.12% | −800−19.4% | Reduced |
| Argentarii, LLC | 3,045 | $1.71M | 0.52% | +52+1.7% | Added |
| Maia Wealth LLC | 3,329 | $1.71M | 0.25% | −719−17.8% | Reduced |
| Brown Miller Wealth Management, LLC | 3,344 | $1.72M | 0.43% | −58−1.7% | Reduced |
| Revolve Wealth Partners, LLC | 3,345 | $1.72M | 0.18% | +25+0.8% | Added |
| Signal Advisors Wealth, LLC | 3,354 | $1.72M | 0.09% | +43+1.3% | Added |
| Continuum Advisory, LLC | 3,356 | $1.72M | 0.14% | −734−17.9% | Reduced |
| Kestra Investment Management, LLC | 3,374 | $1.73M | 0.03% | +1,129+50.3% | Added |
| Van Strum & Towne Inc. | 3,375 | $1.73M | 0.47% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,378 | $1.74M | 0.26% | +84+2.6% | Added |
| Synergy Financial Group, LTD | 3,379 | $1.74M | 1.25% | −62−1.8% | Reduced |
| Arrow Financial Corp | 3,388 | $1.74M | 0.16% | −132−3.8% | Reduced |
| State of Wyoming | 3,394 | $1.74M | 0.18% | +1,938+133.1% | Added |
| Union Savings Bank | 3,399 | $1.75M | 0.70% | −45−1.3% | Reduced |
| Cahill Financial Advisors Inc | 3,404 | $1.75M | 0.17% | +10.0% | Added |
| CoreCap Advisors, LLC | 3,407 | $1.75M | 0.05% | +402+13.4% | Added |
| Soltis Investment Advisors LLC | 3,408 | $1.75M | 0.10% | −338−9.0% | Reduced |
| Richmond Brothers, Inc. | 3,411 | $1.75M | 0.91% | +3,411 | New |
| Family Capital Trust Co | 3,421 | $1.76M | 0.57% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,422 | $1.76M | 0.17% | +160+4.9% | Added |
| Advisory Resource Group | 3,422 | $1.76M | 0.26% | +365+11.9% | Added |
| Journey Advisory Group, LLC | 3,431 | $1.76M | 0.13% | +219+6.8% | Added |