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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 3,441 | $1.77M | 0.58% | −18−0.5% | Reduced |
| Oxford Financial Group Ltd | 3,446 | $1.77M | 0.09% | −624−15.3% | Reduced |
| SCS Capital Management LLC | 3,446 | $1.77M | 0.02% | −232−6.3% | Reduced |
| Weaver Capital Management LLC | 3,552 | $1.77M | 0.39% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,107 | $1.78M | 0.48% | −127−3.9% | Reduced |
| Whalen Wealth Management Inc. | 3,469 | $1.78M | 0.80% | −725−17.3% | Reduced |
| Capital & Planning, LLC | 3,487 | $1.79M | 0.92% | −183−5.0% | Reduced |
| Prestige Wealth Management Group LLC | 3,496 | $1.80M | 0.33% | +877+33.5% | Added |
| Proficio Capital Partners LLC | 3,498 | $1.80M | 0.06% | +3,083+742.9% | Added |
| Steinberg Asset Management LLC | 3,498 | $1.80M | 1.12% | +769+28.2% | Added |
| BlueSpruce Investments, LP | 3,512 | $1.80M | 0.28% | −66,950−95.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,541 | $1.82M | 0.21% | +286+8.8% | Added |
| Stance Capital LLC | 3,545 | $1.82M | 0.55% | −4,944−58.2% | Reduced |
| Portland Global Advisors LLC | 3,547 | $1.82M | 0.17% | +2,741+340.1% | Added |
| Greykasell Wealth Strategies, Inc. | 3,551 | $1.82M | 0.66% | −42−1.2% | Reduced |
| Voya Financial Advisors, Inc. | 3,579 | $1.82M | 0.16% | −312−8.0% | Reduced |
| Thrive Wealth Management, LLC | 3,552 | $1.82M | 0.23% | +184+5.5% | Added |
| Schnieders Capital Management, LLC. | 3,557 | $1.83M | 0.24% | +1,198+50.8% | Added |
| Essex Savings Bank | 3,560 | $1.83M | 0.40% | −8−0.2% | Reduced |
| Meadowbrook Advisors Group, LLC | 3,563 | $1.83M | 0.98% | +88+2.5% | Added |
| RD Lewis Holdings, Inc. | 3,235 | $1.83M | 1.36% | +38+1.2% | Added |
| Burney Co | 3,570 | $1.83M | 0.05% | +92+2.6% | Added |
| HCR Wealth Advisors | 3,589 | $1.84M | 0.17% | −127−3.4% | Reduced |
| Jackson Square Capital, LLC | 3,611 | $1.85M | 0.26% | −6−0.2% | Reduced |
| Davis R M Inc | 3,628 | $1.86M | 0.03% | −104−2.8% | Reduced |
| Advisory Alpha, LLC | 3,631 | $1.87M | 0.05% | −108−2.9% | Reduced |
| Strait & Sound Wealth Management LLC | 3,636 | $1.87M | 0.66% | −41−1.1% | Reduced |
| Axq Capital, LP | 3,641 | $1.87M | 0.20% | −2,631−41.9% | Reduced |
| Sander Capital Advisors Inc | 3,658 | $1.88M | 0.99% | −495−11.9% | Reduced |
| Valmark Advisers, Inc. | 3,667 | $1.88M | 0.02% | +62+1.7% | Added |
| Shepherd Financial Partners LLC | 3,673 | $1.89M | 0.16% | −3−0.1% | Reduced |
| First National Bank Sioux Falls | 3,640 | $1.89M | 0.52% | 00.0% | Unchanged |
| First United Bank Trust | 3,680 | $1.89M | 0.54% | −61−1.6% | Reduced |
| Marshall Financial Group LLC | 3,683 | $1.89M | 0.28% | +231+6.7% | Added |
| Waldron Private Wealth LLC | 3,685 | $1.89M | 0.07% | +381+11.5% | Added |
| Ethos Financial Group, LLC | 3,403 | $1.89M | 0.13% | −400−10.5% | Reduced |
| Lifestyle Asset Management, Inc. | 3,700 | $1.90M | 0.51% | +339+10.1% | Added |
| Professional Financial Advisors, LLC | 3,703 | $1.90M | 0.33% | +360+10.8% | Added |
| 111 Capital | 3,706 | $1.90M | 0.33% | +1,573+73.7% | Added |
| Boothbay Fund Management, LLC | 3,713 | $1.91M | 0.04% | +2,515+209.9% | Added |
| Nations Financial Group Inc, | 3,738 | $1.92M | 0.09% | +3,003+408.6% | Added |
| Koa Wealth Management, LLC | 3,740 | $1.92M | 1.31% | −15−0.4% | Reduced |
| Harrington Investments, INC | 3,748 | $1.92M | 0.93% | −45−1.2% | Reduced |
| HBW Advisory Services LLC | 3,749 | $1.93M | 0.17% | +142+3.9% | Added |
| Forbes J M & Co LLP | 3,755 | $1.93M | 0.15% | −28−0.7% | Reduced |
| Crewe Advisors LLC | 3,755 | $1.93M | 0.14% | +315+9.2% | Added |
| Kepler Cheuvreux (Suisse) SA | 3,765 | $1.93M | 0.11% | −73,441−95.1% | Reduced |
| Beacon Financial Group | 3,766 | $1.93M | 0.18% | −69−1.8% | Reduced |
| PFG Advisors | 3,770 | $1.94M | 0.10% | −105−2.7% | Reduced |
| Focus Financial Network, Inc. | 3,817 | $1.96M | 0.06% | +64+1.7% | Added |
| RDA Financial Network | 3,833 | $1.97M | 0.43% | −2−0.1% | Reduced |
| BTG Pactual Asset Management US LLC | 3,841 | $1.97M | 0.15% | +1,508+64.6% | Added |
| RiverPark Advisors, LLC | 3,850 | $1.98M | 0.90% | −141−3.5% | Reduced |
| Central Pacific Bank - Trust Division | 3,855 | $1.98M | 0.20% | +75+2.0% | Added |
| Relyea Zuckerberg Hanson LLC | 3,866 | $1.99M | 0.17% | +311+8.7% | Added |
| Capital Investment Advisory Services, LLC | 3,886 | $2.00M | 0.12% | +134+3.6% | Added |
| Staley Capital Advisers Inc | 3,887 | $2.00M | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 3,895 | $2.00M | 0.33% | +490+14.4% | Added |
| Black Diamond Financial, LLC | 3,898 | $2.00M | 0.18% | −51−1.3% | Reduced |
| BOCHK Asset Management Ltd | 3,900 | $2.00M | 0.32% | −2,600−40.0% | Reduced |
| CastleKnight Management LP | 3,900 | $2.00M | 0.07% | +3,900 | New |
| Three Seasons Wealth, LLC | 3,903 | $2.00M | 0.18% | −132−3.3% | Reduced |
| Triad Wealth Partners, LLC | 3,524 | $2.01M | 0.12% | +639+22.1% | Added |
| Legacy Financial Advisors, Inc. | 3,920 | $2.01M | 0.25% | +146+3.9% | Added |
| Excelsior Advisor Network LLC | 3,925 | $2.02M | 0.27% | +3,044+345.5% | Added |
| Evolve Private Wealth, LLC | 3,925 | $2.02M | 0.12% | −825−17.4% | Reduced |
| Kelman-Lazarov, Inc. | 3,926 | $2.02M | 0.26% | −112−2.8% | Reduced |
| Dunhill Financial, LLC | 3,927 | $2.02M | 0.41% | +159+4.2% | Added |
| Corps Capital Advisors, LLC | 3,934 | $2.02M | 1.63% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,944 | $2.03M | 0.03% | −1,361−25.7% | Reduced |
| Smith, Moore & Co. | 3,948 | $2.03M | 0.13% | −75−1.9% | Reduced |
| Headlands Technologies LLC | 3,950 | $2.03M | 0.22% | −1,126−22.2% | Reduced |
| Baker Avenue Asset Management, LP | 3,954 | $2.03M | 0.04% | +676+20.6% | Added |
| Aigen Investment Management, LP | 3,957 | $2.03M | 0.56% | −4,157−51.2% | Reduced |
| Cox Capital Mgt LLC | 3,958 | $2.03M | 1.13% | −21−0.5% | Reduced |
| Regal Investment Advisors LLC | 3,964 | $2.04M | 0.11% | +141+3.7% | Added |
| Montecito Bank & Trust | 3,969 | $2.04M | 0.30% | +129+3.4% | Added |
| Quotient Wealth Partners, LLC | 3,970 | $2.04M | 0.05% | −104−2.6% | Reduced |
| Zuckerman Investment Group, LLC | 3,976 | $2.04M | 0.17% | −2−0.1% | Reduced |
| Richwood Investment Advisors, LLC | 3,985 | $2.05M | 1.44% | +21+0.5% | Added |
| Encore Global Management, LP | 4,000 | $2.05M | 2.02% | +400+11.1% | Added |
| First Nebraska Trust Co | 4,005 | $2.06M | 0.17% | +647+19.3% | Added |
| PEAK6 LLC | 4,021 | $2.07M | 0.05% | +4,018+133,933.3% | Added |
| Aua Capital Management, LLC | 4,029 | $2.07M | 0.96% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 4,045 | $2.08M | 0.37% | −122−2.9% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 4,050 | $2.08M | 1.64% | 00.0% | Unchanged |
| Middleton & Co Inc | 4,058 | $2.08M | 0.22% | +25+0.6% | Added |
| Asset One Wealth Management LLC | 3,895 | $2.08M | 0.22% | +307+8.6% | Added |
| SFM, LLC | 4,071 | $2.09M | 1.07% | −677−14.3% | Reduced |
| Garrison Point Advisors, LLC | 4,087 | $2.10M | 0.85% | −207−4.8% | Reduced |
| Palliser Capital (UK) Ltd | 4,089 | $2.10M | 1.13% | +4,089 | New |
| Kane Investment Management, Inc. | 4,095 | $2.10M | 0.90% | −64−1.5% | Reduced |
| Mystic Asset Management, Inc. | 4,096 | $2.10M | 0.45% | +14+0.3% | Added |
| Altman Advisors, Inc. | 4,103 | $2.11M | 0.76% | −47−1.1% | Reduced |
| Intesa Sanpaolo Wealth Management | 4,124 | $2.12M | 0.42% | +766+22.8% | Added |
| Essex Financial Services, Inc. | 4,152 | $2.13M | 0.11% | +156+3.9% | Added |
| Heartland Bank & Trust Co | 4,157 | $2.14M | 0.44% | +57+1.4% | Added |
| CVA Family Office, LLC | 4,187 | $2.15M | 0.19% | −157−3.6% | Reduced |
| Clarkston Capital Partners, LLC | 4,191 | $2.15M | 0.18% | −171−3.9% | Reduced |
| Woodmont Investment Counsel LLC | 4,193 | $2.15M | 0.12% | −8−0.2% | Reduced |