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; 3,633 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| Evergreen Wealth Solutions, LLC | 4,750 | $2.69M | 0.14% | +56+1.2% | Added |
| Modern Wealth Management, LLC | 5,270 | $2.71M | 0.03% | +1,385+35.6% | Added |
| Kensington Investment Counsel, LLC | 5,287 | $2.72M | 1.18% | −40−0.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5,302 | $2.72M | 0.56% | +47+0.9% | Added |
| Ronald Blue Trust, Inc. | 5,306 | $2.73M | 0.03% | −79−1.5% | Reduced |
| Borer Denton & Associates, Inc. | 5,317 | $2.73M | 0.90% | +390+7.9% | Added |
| Apriem Advisors | 5,322 | $2.73M | 0.24% | +22+0.4% | Added |
| Sepio Capital, LP | 5,330 | $2.74M | 0.14% | −522−8.9% | Reduced |
| Abundance Wealth Counselors | 5,341 | $2.74M | 0.18% | +1,230+29.9% | Added |
| American National Bank | 5,349 | $2.75M | 0.23% | +133+2.5% | Added |
| Farringdon Capital, Ltd. | 5,387 | $2.77M | 1.37% | +5,387 | New |
| Tolleson Wealth Management, Inc. | 5,388 | $2.77M | 0.37% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 5,388 | $2.77M | 1.15% | +102+1.9% | Added |
| Bailard, Inc. | 5,411 | $2.78M | 0.06% | +851+18.7% | Added |
| Elmwood Wealth Management, Inc. | 5,422 | $2.78M | 0.70% | −116−2.1% | Reduced |
| Catalyst Financial Partners LLC | 5,424 | $2.79M | 0.28% | +1,636+43.2% | Added |
| First American Bank | 5,431 | $2.79M | 0.16% | −339−5.9% | Reduced |
| Fairfield Financial Advisors, LTD | 5,431 | $2.79M | 1.10% | −1,425−20.8% | Reduced |
| Alapocas Investment Partners, Inc. | 5,444 | $2.80M | 2.73% | +1,192+28.0% | Added |
| Permanens Capital L.P. | 5,463 | $2.81M | 0.29% | +2,252+70.1% | Added |
| Gables Capital Management Inc. | 5,474 | $2.81M | 1.02% | 00.0% | Unchanged |
| Promethos Capital, LLC | 5,484 | $2.82M | 0.77% | −5,183−48.6% | Reduced |
| Tobam | 5,484 | $2.82M | 0.68% | +981+21.8% | Added |
| Bell Bank | 5,487 | $2.82M | 0.11% | +59+1.1% | Added |
| Sherman Porfolios, LLC | 5,642 | $2.82M | 0.22% | −119−2.1% | Reduced |
| Princeton Capital Management LLC | 5,495 | $2.82M | 0.64% | −4,679−46.0% | Reduced |
| Freedom Day Solutions, LLC | 5,495 | $2.82M | 0.62% | +5,057+1,154.6% | Added |
| Sovereign Financial Group, Inc. | 5,500 | $2.82M | 0.43% | +21+0.4% | Added |
| Trail Ridge Investment Advisors, LLC | 5,500 | $2.82M | 1.19% | −71−1.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 5,504 | $2.83M | 0.04% | +856+18.4% | Added |
| Dudley Capital Management, LLC | 5,522 | $2.84M | 1.13% | −180−3.2% | Reduced |
| Enterprise Financial Services Corp | 5,525 | $2.84M | 1.16% | −75−1.3% | Reduced |
| Bank of Hawaii | 5,525 | $2.84M | 0.14% | −162−2.8% | Reduced |
| WealthBridge Capital Management, LLC | 5,550 | $2.85M | 0.57% | +43+0.8% | Added |
| Optas, LLC | 5,552 | $2.85M | 0.40% | −306−5.2% | Reduced |
| Strategic Advisors LLC | 5,557 | $2.85M | 0.62% | −20.0% | Reduced |
| Patten & Patten Inc | 5,558 | $2.85M | 0.15% | −20−0.4% | Reduced |
| Invesco, LLC | 5,564 | $2.86M | 0.88% | −20−0.4% | Reduced |
| Concord Asset Management, LLC | 5,568 | $2.86M | 0.44% | −325−5.5% | Reduced |
| NBC Securities, Inc. | 5,576 | $2.86M | 0.19% | +110+2.0% | Added |
| Leonteq Securities AG | 5,593 | $2.87M | 0.17% | −837−13.0% | Reduced |
| AMG National Trust Bank | 5,617 | $2.88M | 0.06% | −78−1.4% | Reduced |
| Kathmere Capital Management, LLC | 5,619 | $2.89M | 0.15% | −169−2.9% | Reduced |
| Clark Asset Management, LLC | 5,622 | $2.89M | 0.23% | −30−0.5% | Reduced |
| Avalon Trust Co | 5,635 | $2.89M | 0.18% | −250−4.2% | Reduced |
| TriaGen Wealth Management LLC | 5,639 | $2.90M | 0.73% | −9−0.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,649 | $2.90M | 0.18% | −87−1.5% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 5,665 | $2.91M | 0.34% | +443+8.5% | Added |
| Pinkerton Retirement Specialists, LLC | 5,824 | $2.91M | 0.25% | +6+0.1% | Added |
| Kovack Advisors, Inc. | 5,655 | $2.93M | 0.14% | +1,396+32.8% | Added |
| Purkiss Capital Advisors LLC | 5,717 | $2.94M | 1.12% | +159+2.9% | Added |
| Cornerstone Planning, LLC | 5,744 | $2.95M | 0.68% | +130+2.3% | Added |
| Mirabaud & Cie SA | 5,745 | $2.95M | 1.18% | −38−0.7% | Reduced |
| Rockline Wealth Management, LLC | 5,763 | $2.96M | 0.57% | −146−2.5% | Reduced |
| Boston Partners | 5,769 | $2.97M | 0.00% | +5,769 | New |
| Transcend Wealth Collective, LLC | 5,778 | $2.97M | 0.20% | +170+3.0% | Added |
| Benchmark Investment Advisors LLC | 5,780 | $2.97M | 1.30% | −18−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,791 | $2.97M | 0.43% | −1,041−15.2% | Reduced |
| Principle Wealth Partners LLC | 5,800 | $2.98M | 0.15% | −42−0.7% | Reduced |
| Prospect Hill Management, LLC | 5,800 | $2.98M | 1.16% | −500−7.9% | Reduced |
| Security National Bank | 5,812 | $2.99M | 0.36% | −27−0.5% | Reduced |
| First Citizens Bank & Trust Co | 5,817 | $2.99M | 0.04% | −1,094−15.8% | Reduced |
| Agf Management Ltd | 5,820 | $2.99M | 0.01% | −1,624−21.8% | Reduced |
| Prudent Man Advisors, LLC | 5,873 | $3.02M | 0.69% | +1,260+27.3% | Added |
| Nwam LLC | 5,892 | $3.03M | 0.15% | +912+18.3% | Added |
| Alpha Omega Wealth Management LLC | 5,893 | $3.03M | 0.46% | −109−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,914 | $3.04M | 0.14% | +325+5.8% | Added |
| Woodbridge Co Ltd | 5,927 | $3.04M | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 5,945 | $3.05M | 0.83% | +114+2.0% | Added |
| Applied Capital LLC | 5,948 | $3.05M | 2.04% | +4+0.1% | Added |
| Chatham Capital Group, Inc. | 5,956 | $3.06M | 0.39% | −228−3.7% | Reduced |
| Peoples Financial Services Corp. | 5,976 | $3.07M | 1.33% | +6+0.1% | Added |
| EverSource Wealth Advisors, LLC | 5,984 | $3.07M | 0.10% | −1,247−17.2% | Reduced |
| Everhart Financial Group, Inc. | 5,996 | $3.08M | 0.20% | −889−12.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 6,003 | $3.08M | 0.78% | +6+0.1% | Added |
| Zions Bancorporation, National Association | 6,008 | $3.09M | 0.18% | +2,267+60.6% | Added |
| LVW Advisors, LLC | 6,008 | $3.09M | 0.27% | −125−2.0% | Reduced |
| Redmond Asset Management, LLC | 6,009 | $3.09M | 0.77% | −51−0.8% | Reduced |
| Boston Private Wealth LLC | 6,016 | $3.09M | 0.19% | −675−10.1% | Reduced |
| Dockside LLC | 6,017 | $3.09M | 0.72% | +6,017 | New |
| Bank of Nova Scotia Trust Co | 6,019 | $3.09M | 0.26% | −6,268−51.0% | Reduced |
| Tsai Capital Corp | 6,020 | $3.09M | 2.29% | +10.0% | Added |
| Marks Group Wealth Management, Inc | 6,046 | $3.11M | 0.27% | +1,267+26.5% | Added |
| Concord Wealth Partners | 6,058 | $3.11M | 0.36% | −205−3.3% | Reduced |
| Csenge Advisory Group | 6,059 | $3.11M | 0.13% | +588+10.7% | Added |
| Vista Investment Partners II, LLC | 6,062 | $3.11M | 1.22% | +129+2.2% | Added |
| Krilogy Financial LLC | 6,080 | $3.12M | 0.09% | +1,176+24.0% | Added |
| Boston Trust Walden Corp | 6,104 | $3.14M | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,117 | $3.14M | 0.17% | +313+5.4% | Added |
| Arjuna Capital | 6,167 | $3.17M | 0.71% | −101−1.6% | Reduced |
| Accent Capital Management, LLC | 6,177 | $3.17M | 1.37% | −669−9.8% | Reduced |
| Grove Bank & Trust | 6,186 | $3.18M | 0.32% | −491−7.4% | Reduced |
| Prosperity Consulting Group, LLC | 6,187 | $3.18M | 0.12% | +62+1.0% | Added |
| 3Chopt Investment Partners, LLC | 6,192 | $3.18M | 0.60% | +724+13.2% | Added |
| YHB Investment Advisors, Inc. | 6,219 | $3.19M | 0.20% | +1,484+31.3% | Added |
| Weatherly Asset Management L. P. | 6,221 | $3.19M | 0.23% | +285+4.8% | Added |
| Boomfish Wealth Group, LLC | 6,224 | $3.20M | 1.46% | +416+7.2% | Added |
| PDS Planning, Inc | 6,236 | $3.20M | 0.19% | +343+5.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 6,239 | $3.20M | 0.42% | +10.0% | Added |
| Cullen Investment Group, Ltd. | 6,244 | $3.21M | 0.39% | −9−0.1% | Reduced |