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 13 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
- Institutional holders
- 3,633
- +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
- 1,571 more reduced
52 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 | 3,634 | $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 |
|---|---|---|---|---|---|
| Storen Legacy Partners, LLC | 399 | $205.2K | 0.06% | +399 | New |
| Monograph Wealth Advisors, LLC | 400 | $205.4K | 0.02% | −991−71.2% | Reduced |
| West Bancorporation Inc | 400 | $205.4K | 0.09% | −188−32.0% | Reduced |
| CLG LLC | 400 | $205.4K | 0.05% | −34−7.8% | Reduced |
| Pinnacle Holdings, LLC | 400 | $205.4K | 0.06% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 400 | $205.4K | 0.46% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 400 | $205.4K | 0.00% | +400 | New |
| Ti-Trust, Inc | 400 | $205.4K | 0.11% | +400 | New |
| Transcendent Capital Group LLC | 400 | $205.4K | 0.08% | +400 | New |
| Churchill Financial Advisors, LLC | 400 | $205.4K | 0.04% | +400 | New |
| B.O.S.S. Retirement Advisors, LLC | 400 | $205.5K | 0.06% | +400 | New |
| Community Financial Services Group, LLC | 394 | $205.8K | 0.03% | −139−26.1% | Reduced |
| Intergy Private Wealth, LLC | 401 | $206.0K | 0.05% | −100−20.0% | Reduced |
| Equity Wealth Partners, LLC | 403 | $206.9K | 0.07% | +403 | New |
| Petros Family Wealth, LLC | 403 | $207.0K | 0.13% | −61−13.1% | Reduced |
| Sage Financial Management Group, Inc. | 403 | $207.0K | 0.06% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 404 | $207.5K | 0.09% | +4+1.0% | Added |
| Summit Financial Strategies, Inc. | 405 | $207.8K | 0.01% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 405 | $207.9K | 0.02% | +405 | New |
| Tufton Capital Management | 405 | $208.0K | 0.03% | −20−4.7% | Reduced |
| Core Capital Management & Research, inc. | 359 | $208.4K | 0.11% | +359 | New |
| Fiducient Advisors LLC | 406 | $208.5K | 0.03% | −606−59.9% | Reduced |
| Brown Shipley& Co Ltd | 406 | $208.5K | 0.11% | −39−8.8% | Reduced |
| Cardinal Strategic Wealth Guidance | 406 | $208.5K | 0.05% | −2−0.5% | Reduced |
| Cooper/Haims Advisors, LLC | 406 | $208.5K | 0.09% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 406 | $208.5K | 0.04% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 406 | $208.5K | 0.12% | 00.0% | Unchanged |
| Climber Capital SA | 409 | $209.6K | 0.13% | −701−63.2% | Reduced |
| Old North State Wealth Management, LLC | 407 | $210.0K | 0.09% | −62−13.2% | Reduced |
| CCM Investment Advisers LLC | 409 | $210.1K | 0.02% | −73−15.1% | Reduced |
| Finivi Inc. | 410 | $210.5K | 0.11% | +410 | New |
| Cedarwood Wealth LLC | 411 | $210.9K | 0.16% | −31−7.0% | Reduced |
| Beacon Financial Advisory LLC | 412 | $211.4K | 0.04% | −76−15.6% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 412 | $211.6K | 0.14% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 413 | $211.9K | 0.04% | −149−26.5% | Reduced |
| S&T Bank | 413 | $212.1K | 0.06% | +44+11.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 414 | $212.6K | 0.17% | +40+10.7% | Added |
| Jeppson Wealth Management, LLC | 414 | $212.6K | 0.06% | +414 | New |
| Cabot Wealth Management Inc | 415 | $213.1K | 0.02% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 415 | $213.1K | 0.06% | +415 | New |
| Lansing Street Advisors | 416 | $213.5K | 0.05% | +416 | New |
| WBI Investments | 418 | $214.5K | 0.05% | −2,170−83.8% | Reduced |
| Johnson Bixby & Associates, LLC | 418 | $214.7K | 0.02% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 418 | $214.7K | 0.10% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 418 | $214.7K | 0.02% | +418 | New |
| Castle Wealth Management LLC | 418 | $214.8K | 0.06% | +418 | New |
| One Degree Advisors Inc | 413 | $215.0K | 0.05% | −39−8.6% | Reduced |
| Inspire Advisors, LLC | 418 | $215.1K | 0.01% | +418 | New |
| Creative Financial Designs Inc | 419 | $215.4K | 0.01% | +164+64.3% | Added |
| Allium Financial Advisors, LLC | 420 | $215.7K | 0.14% | −219−34.3% | Reduced |
| Bill Few Associates, Inc. | 420 | $215.7K | 0.05% | −7−1.6% | Reduced |
| Earnest Partners LLC | 420 | $215.7K | 0.00% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 421 | $216.2K | 0.11% | +9+2.2% | Added |
| Cogent Private Wealth, Inc. | 421 | $216.3K | 0.14% | −8−1.9% | Reduced |
| Caerus Investment Advisors, LLC | 423 | $217.3K | 0.07% | +423 | New |
| Box Hill Private Wealth LLC | 423 | $217.3K | 0.17% | −21−4.7% | Reduced |
| SageGuard Financial Group, LLC | 424 | $217.5K | 0.03% | −157−27.0% | Reduced |
| Greenwich Wealth Management LLC | 424 | $218.0K | 0.01% | −5−1.2% | Reduced |
| IMPACTfolio, LLC | 425 | $218.1K | 0.08% | −5−1.2% | Reduced |
| Fluent Financial, LLC | 425 | $218.3K | 0.08% | 00.0% | Unchanged |
| Elite Life Management LLC | 383 | $218.5K | 0.26% | −25−6.1% | Reduced |
| LWM Advisory Services, LLC | 426 | $218.8K | 0.39% | −117−21.5% | Reduced |
| Steelhead Wealth Management LLC | 427 | $219.0K | 0.09% | +427 | New |
| Retirement Planning Group, LLC | 427 | $219.2K | 0.12% | +427 | New |
| Teza Capital Management LLC | 427 | $219.3K | 0.42% | +427 | New |
| Ellenbecker Investment Group | 427 | $219.8K | 0.03% | +21+5.2% | Added |
| Cladis Investment Advisory, LLC | 429 | $220.1K | 0.10% | +1+0.2% | Added |
| David R. Rahn & Associates Inc. | 429 | $220.3K | 0.05% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 429 | $220.3K | 0.03% | +202+89.0% | Added |
| LFA - Lugano Financial Advisors SA | 430 | $220.8K | 0.13% | +12+2.9% | Added |
| Alterna Wealth Management, Inc | 430 | $220.8K | 0.13% | +430 | New |
| World Equity Group, Inc. | 430 | $220.9K | 0.05% | +430 | New |
| Financial Security Advisor, Inc. | 432 | $221.7K | 0.04% | +1+0.2% | Added |
| Waystone Advisors LLC | 432 | $221.9K | 0.17% | −141−24.6% | Reduced |
| Avid Wealth Partners LLC | 432 | $221.9K | 0.11% | −19−4.2% | Reduced |
| Vaquero Private Wealth, Ltd | 432 | $221.9K | 0.05% | +432 | New |
| PW Nova Financial Services LLC | 433 | $222.4K | 0.05% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 434 | $222.9K | 0.03% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 434 | $222.9K | 0.09% | +434 | New |
| Northern Lights Advisors, Inc. | 434 | $223.0K | 0.12% | +434 | New |
| Keystone Financial Services | 434 | $223.0K | 0.06% | +22+5.3% | Added |
| Petix & Botte Co | 436 | $223.9K | 0.05% | +218+100.0% | Added |
| Operose Advisors LLC | 436 | $223.9K | 0.04% | −140−24.3% | Reduced |
| Warburton Capital Management, LLC | 437 | $224.0K | 0.09% | −1−0.2% | Reduced |
| Patriot Investment Management Inc. | 437 | $224.4K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 437 | $224.5K | 0.03% | −11−2.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 438 | $224.9K | 0.04% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 438 | $225.1K | 0.06% | −93−17.5% | Reduced |
| Evolution Wealth Advisors, LLC | 440 | $226.0K | 0.03% | −20−4.3% | Reduced |
| Stewardship Advisors, LLC | 441 | $226.5K | 0.05% | −517−54.0% | Reduced |
| 1015 Capital Partners, LLC | 441 | $226.5K | 0.19% | −46−9.4% | Reduced |
| Harbor Group, Inc. | 441 | $226.7K | 0.03% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 442 | $226.8K | 0.06% | +25+6.0% | Added |
| RHS Financial, LLC | 443 | $227.5K | 0.09% | +443 | New |
| Vista Capital Partners, Inc. | 444 | $228.0K | 0.02% | +19+4.5% | Added |
| Monticello Wealth Management, LLC | 444 | $228.0K | 0.01% | +444 | New |
| Peak Retirement Planning, Inc. | 445 | $228.4K | 0.04% | +445 | New |
| Mizuho Markets Cayman LP | 445 | $228.6K | 0.01% | −4,453−90.9% | Reduced |
| Evergreen Wealth Partners LLC | 445 | $228.7K | 0.14% | −12−2.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 446 | $229.1K | 0.12% | 00.0% | Unchanged |