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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 6,249 | $3.21M | 0.13% | −40−0.6% | Reduced |
| Saturna Capital CORP | 6,055 | $3.21M | 0.04% | +735+13.8% | Added |
| Geneos Wealth Management Inc. | 6,258 | $3.21M | 0.07% | −117−1.8% | Reduced |
| Sentinel Dome Partners, LLC | 6,300 | $3.24M | 2.36% | +1,000+18.9% | Added |
| Howard Capital Management Inc. | 6,305 | $3.24M | 0.04% | +3,292+109.3% | Added |
| Cordatus Wealth Management LLC | 6,310 | $3.24M | 0.71% | +125+2.0% | Added |
| Premier Path Wealth Partners, LLC | 6,311 | $3.24M | 0.37% | −363−5.4% | Reduced |
| Perpetual Ltd | 6,317 | $3.24M | 0.05% | +1,164+22.6% | Added |
| Great Lakes Retirement, Inc. | 6,397 | $3.29M | 0.29% | +86+1.4% | Added |
| Old Second National Bank of Aurora | 6,407 | $3.29M | 0.62% | +133+2.1% | Added |
| TRB Wealth Management, LLC | 6,434 | $3.30M | 0.44% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,452 | $3.31M | 0.27% | +268+4.3% | Added |
| Marion Wealth Management | 6,488 | $3.33M | 0.68% | +355+5.8% | Added |
| CRA Financial Services, LLC | 6,493 | $3.33M | 0.38% | −149−2.2% | Reduced |
| NBT Bank N A | 6,509 | $3.34M | 0.22% | +226+3.6% | Added |
| Havemeyer Place LP | 6,517 | $3.35M | 0.33% | +6,517 | New |
| Midwest Professional Planners, LTD. | 6,518 | $3.35M | 0.66% | +67+1.0% | Added |
| Ceera Investments, LLC | 6,519 | $3.35M | 1.42% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 6,526 | $3.35M | 0.36% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 6,526 | $3.35M | 0.76% | +185+2.9% | Added |
| Global Trust Asset Management, LLC | 6,543 | $3.36M | 1.05% | −1,813−21.7% | Reduced |
| Tranquility Partners, LLC | 6,553 | $3.37M | 1.16% | −537−7.6% | Reduced |
| Aviso Wealth Management | 6,561 | $3.37M | 1.32% | +76+1.2% | Added |
| StoneX Group Inc. | 6,650 | $3.37M | 0.14% | +2,321+53.6% | Added |
| Correct Capital Wealth Management | 6,575 | $3.38M | 0.58% | +1,216+22.7% | Added |
| Frec Markets, Inc. | 6,585 | $3.38M | 0.30% | +1,265+23.8% | Added |
| Inspirion Wealth Advisors, LLC | 6,475 | $3.38M | 0.39% | −604−8.5% | Reduced |
| Holderness Investments Co | 6,630 | $3.41M | 0.57% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 6,649 | $3.41M | 0.10% | −398−5.6% | Reduced |
| Cornerstone Wealth Group, LLC | 6,670 | $3.43M | 0.20% | +243+3.8% | Added |
| Eley Financial Management, Inc | 6,674 | $3.43M | 1.11% | +1,031+18.3% | Added |
| Confluence Wealth Services, Inc. | 6,684 | $3.43M | 0.10% | +2,025+43.5% | Added |
| Little House Capital LLC | 6,685 | $3.43M | 0.77% | +68+1.0% | Added |
| Investment Insight Wealth Management, LLC | 6,689 | $3.44M | 2.98% | −62−0.9% | Reduced |
| HighPoint Advisor Group LLC | 6,710 | $3.45M | 0.12% | −142−2.1% | Reduced |
| Resources Management Corp | 6,741 | $3.46M | 0.44% | +1,006+17.5% | Added |
| Maridea Wealth Management LLC | 6,742 | $3.46M | 0.38% | −155−2.2% | Reduced |
| Belpointe Asset Management LLC | 6,759 | $3.47M | 0.11% | +207+3.2% | Added |
| Moody National Bank Trust Division | 6,775 | $3.48M | 0.29% | +111+1.7% | Added |
| Aventura Private Wealth, LLC | 6,780 | $3.48M | 1.07% | −777−10.3% | Reduced |
| SeaBridge Investment Advisors LLC | 6,826 | $3.51M | 0.51% | +111+1.7% | Added |
| Barbara Oil Co. | 6,630 | $3.51M | 1.18% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 6,859 | $3.52M | 0.17% | −884−11.4% | Reduced |
| Agate Pass Investment Management, LLC | 6,877 | $3.53M | 1.30% | +30.0% | Added |
| Quantbot Technologies LP | 6,877 | $3.53M | 0.14% | −8,436−55.1% | Reduced |
| IFG Advisory, LLC | 6,885 | $3.54M | 0.12% | +6,885 | New |
| Westview Management dba Westview Investment Advisors | 6,891 | $3.54M | 1.73% | −45−0.6% | Reduced |
| Harold Davidson & Associates Inc. | 6,923 | $3.56M | 1.54% | −141−2.0% | Reduced |
| IPG Investment Advisors LLC | 6,925 | $3.56M | 0.51% | −40−0.6% | Reduced |
| ClearAlpha Technologies LP | 6,929 | $3.56M | 6.10% | +6,929 | New |
| First Bank & Trust | 6,930 | $3.56M | 0.52% | −325−4.5% | Reduced |
| Great Valley Advisor Group, Inc. | 6,951 | $3.57M | 0.06% | +355+5.4% | Added |
| Hazlett, Burt & Watson, Inc. | 6,952 | $3.57M | 0.95% | +137+2.0% | Added |
| Lynx Investment Advisory | 6,965 | $3.58M | 1.17% | +1,835+35.8% | Added |
| MidFirst Bank | 6,971 | $3.58M | 0.25% | +82+1.2% | Added |
| DRW Securities, LLC | 6,984 | $3.58M | 0.21% | −1,539−18.1% | Reduced |
| Viking Fund Management LLC | 7,000 | $3.60M | 0.32% | 00.0% | Unchanged |
| S&G Foundation | 7,000 | $3.60M | 0.17% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,001 | $3.60M | 0.25% | −553−7.3% | Reduced |
| Harvest Fund Management Co., Ltd | 7,003 | $3.60M | 0.12% | −6,000−46.1% | Reduced |
| MV Capital Management, Inc. | 7,036 | $3.61M | 0.32% | −509−6.7% | Reduced |
| Modus Advisors, LLC | 7,042 | $3.62M | 0.89% | −201−2.8% | Reduced |
| SNS Financial Group, LLC | 7,051 | $3.62M | 0.07% | +6,167+697.6% | Added |
| Woodard & Co Asset Management Group Inc | 7,051 | $3.62M | 0.52% | −1,403−16.6% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 7,060 | $3.63M | 0.11% | −73−1.0% | Reduced |
| Profund Advisors LLC | 7,110 | $3.65M | 0.10% | −258−3.5% | Reduced |
| Smithfield Trust Co | 7,160 | $3.68M | 0.15% | −20.0% | Reduced |
| Stenger Family Office, LLC | 7,159 | $3.68M | 0.60% | +105+1.5% | Added |
| Papamarkou Wellner Asset Management inc. | 7,367 | $3.68M | 2.31% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 7,171 | $3.68M | 1.24% | −14−0.2% | Reduced |
| Strong Tower Advisory Services | 7,171 | $3.68M | 0.66% | +19+0.3% | Added |
| Kingswood Wealth Advisors, LLC | 7,172 | $3.68M | 0.15% | +68+1.0% | Added |
| Tyche Wealth Partners LLC | 7,173 | $3.68M | 0.52% | −925−11.4% | Reduced |
| New Age Alpha Advisors, LLC | 7,205 | $3.70M | 0.16% | −119−1.6% | Reduced |
| NVWM, LLC | 7,208 | $3.70M | 0.75% | +334+4.9% | Added |
| Ameritas Investment Partners, Inc. | 7,232 | $3.71M | 0.10% | −383−5.0% | Reduced |
| AXS Investments LLC | 7,244 | $3.72M | 1.05% | +638+9.7% | Added |
| Larson Financial Group LLC | 7,248 | $3.72M | 0.10% | +1,818+33.5% | Added |
| Whitford Management LLC | 7,263 | $3.73M | 3.33% | +277+4.0% | Added |
| Bluedoor Private Wealth, LLC | 7,277 | $3.74M | 1.58% | +4+0.1% | Added |
| HBK Sorce Advisory LLC | 6,576 | $3.75M | 0.07% | −78−1.2% | Reduced |
| Keebeck Wealth Management, LLC | 7,318 | $3.76M | 0.37% | +267+3.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,318 | $3.76M | 1.34% | −107−1.4% | Reduced |
| Titiun Yejiel | 7,335 | $3.77M | 3.28% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 7,340 | $3.77M | 0.03% | −2,861−28.0% | Reduced |
| Intrust Bank NA | 7,356 | $3.78M | 0.28% | −276−3.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,357 | $3.78M | 0.19% | −473−6.0% | Reduced |
| Gsa Capital Partners LLP | 7,358 | $3.78M | 0.24% | +4,656+172.3% | Added |
| Somerset Trust Co | 7,364 | $3.78M | 1.07% | +6,207+536.5% | Added |
| Resurgent Financial Advisors LLC | 7,377 | $3.79M | 1.06% | +1,110+17.7% | Added |
| Howland Capital Management LLC | 7,386 | $3.79M | 0.14% | +184+2.6% | Added |
| Focused Alpha, LLC | 7,386 | $3.79M | 0.97% | −1,711−18.8% | Reduced |
| Stamos Capital Partners, L.P. | 7,404 | $3.80M | 0.58% | +656+9.7% | Added |
| Cohen Capital Management, Inc. | 7,407 | $3.80M | 0.52% | −10−0.1% | Reduced |
| Atom Investors LP | 7,408 | $3.80M | 0.34% | +7,408 | New |
| Sandro Wealth Management LLC | 7,417 | $3.81M | 2.75% | +92+1.3% | Added |
| Portside Wealth Group, LLC | 7,423 | $3.81M | 0.45% | −1,267−14.6% | Reduced |
| Fortune Financial Advisors, LLC | 7,451 | $3.83M | 1.64% | +749+11.2% | Added |
| Machina Capital S.A.S. | 7,467 | $3.84M | 0.61% | +7,467 | New |
| Klingman & Associates, LLC | 7,493 | $3.85M | 0.16% | −278−3.6% | Reduced |