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
- +8.43M (+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
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 |
|---|---|---|---|---|---|
| Blue Zone Wealth Advisors, LLC | 550 | $282.5K | 0.05% | −12−2.1% | Reduced |
| Financial Advisory Partners, LLC | 550 | $282.5K | 0.07% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 551 | $283.0K | 0.15% | −77−12.3% | Reduced |
| Jeter Robert S II | 538 | $283.4K | 0.27% | −18−3.2% | Reduced |
| Palisade Asset Management, LLC | 553 | $284.0K | 0.03% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 554 | $284.3K | 0.05% | +22+4.1% | Added |
| Tandem Capital Management Corp | 554 | $284.5K | 0.12% | +554 | New |
| LJI Wealth Management, LLC | 555 | $285.0K | 0.04% | +86+18.3% | Added |
| Drake & Associates, LLC | 555 | $285.0K | 0.05% | −115−17.2% | Reduced |
| Intrinsic Value Partners, LLC | 555 | $285.0K | 0.19% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 556 | $285.6K | 0.13% | −26−4.5% | Reduced |
| Atlas Private Wealth Advisors | 557 | $286.1K | 0.06% | −14−2.5% | Reduced |
| Marco Investment Management LLC | 557 | $286.1K | 0.02% | +10+1.8% | Added |
| YANKCOM Partnership | 558 | $286.6K | 0.10% | −33−5.6% | Reduced |
| Daner Wealth Management, LLC | 507 | $287.5K | 0.16% | +4+0.8% | Added |
| Payden & Rygel | 560 | $288.0K | 0.02% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 561 | $288.1K | 0.05% | −1−0.2% | Reduced |
| Tulsa Wealth Advisors, INC | 561 | $288.2K | 0.04% | −45−7.4% | Reduced |
| Encompass More Asset Management | 562 | $288.7K | 0.04% | −18−3.1% | Reduced |
| Legacy Bridge, LLC | 565 | $290.2K | 0.09% | −25−4.2% | Reduced |
| Burkett Asset Management Ltd | 565 | $290.2K | 0.27% | −10−1.7% | Reduced |
| Centennial Bank | 565 | $290.2K | 0.09% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 565 | $290.2K | 0.24% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 565 | $290.2K | 0.02% | +32+6.0% | Added |
| Parkway Wealth Management Group, LLC | 566 | $290.7K | 0.03% | −10−1.7% | Reduced |
| Axiom Investment Management LLC | 567 | $291.2K | 0.19% | −1−0.2% | Reduced |
| Alchemi Wealth, LLC | 567 | $291.2K | 0.14% | +6+1.1% | Added |
| Rayburn West Financial Services LLC | 569 | $292.2K | 0.16% | 00.0% | Unchanged |
| Flavin Financial Services, Inc. | 569 | $292.3K | 0.17% | +569 | New |
| Fedenia Advisers LLC | 570 | $292.8K | 0.07% | −5−0.9% | Reduced |
| Sonoma Allocations LLC | 554 | $293.8K | 0.12% | −199−26.4% | Reduced |
| Green Ridge Wealth Planning LLC | 573 | $294.3K | 0.12% | −1−0.2% | Reduced |
| Rainey & Randall Investment Management Inc. | 574 | $294.8K | 0.04% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 575 | $295.1K | 0.02% | −8−1.4% | Reduced |
| Warwick Investment Management, Inc. | 580 | $297.9K | 0.03% | −168−22.5% | Reduced |
| Prairie Advisory, LLC | 580 | $298.0K | 0.07% | +580 | New |
| Voisard Asset Management Group, Inc. | 582 | $298.9K | 0.06% | +33+6.0% | Added |
| Legacy Wealth Partners, LLC | 584 | $299.9K | 0.07% | −94−13.9% | Reduced |
| Wayfinding Financial, LLC | 586 | $300.0K | 0.11% | +2+0.3% | Added |
| Hibernia Wealth Partners, LLC | 584 | $300.0K | 0.16% | −548−48.4% | Reduced |
| Vines Capital Management, LLC | 584 | $300.2K | 0.25% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 586 | $301.0K | 0.02% | +42+7.7% | Added |
| ProCore Advisors, LLC | 587 | $301.4K | 0.37% | +587 | New |
| Financial Enhancement Group LLC | 587 | $301.5K | 0.04% | +2+0.3% | Added |
| Wealthcare Capital Partners, LLC | 587 | $301.5K | 0.12% | +5+0.9% | Added |
| Huntleigh Advisors, Inc. | 588 | $302.0K | 0.04% | +89+17.8% | Added |
| GGM Financials LLC | 589 | $302.3K | 0.11% | +104+21.4% | Added |
| Maltin Wealth Management, Inc. | 591 | $303.5K | 0.10% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 591 | $303.5K | 0.18% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 591 | $303.9K | 0.24% | −546−48.0% | Reduced |
| Chase Investment Counsel Corp | 593 | $304.0K | 0.06% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 593 | $304.6K | 0.10% | −8−1.3% | Reduced |
| Endowment Wealth Management, Inc. | 593 | $304.6K | 0.12% | +5+0.9% | Added |
| Oak Harvest Investment Services | 595 | $305.6K | 0.03% | −126−17.5% | Reduced |
| MEMBERS Trust Co | 596 | $306.1K | 0.01% | −9−1.5% | Reduced |
| Acorn Creek Capital LLC | 596 | $306.1K | 0.10% | −41−6.4% | Reduced |
| Osprey Private Wealth LLC | 597 | $306.4K | 0.08% | +597 | New |
| Livet Wealth, LLC | 598 | $307.1K | 0.18% | −3−0.5% | Reduced |
| Greenwood Gearhart Inc | 598 | $307.1K | 0.01% | +150+33.5% | Added |
| Vigilare Wealth Management | 600 | $308.2K | 0.09% | −20−3.2% | Reduced |
| Consolidated Capital Management, LLC | 600 | $308.2K | 0.08% | 00.0% | Unchanged |
| Ted Buchan & Co | 600 | $308.2K | 0.10% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 602 | $309.2K | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 604 | $310.2K | 0.05% | 00.0% | Unchanged |
| Stillwater Private Wealth, LLC | 556 | $311.0K | 0.20% | −2−0.4% | Reduced |
| Barings LLC | 606 | $311.2K | 0.01% | +40+7.1% | Added |
| Tennessee Valley Asset Management Partners | 608 | $312.2K | 0.03% | −78−11.4% | Reduced |
| Precedent Wealth Partners, LLC | 610 | $313.2K | 0.05% | +128+26.6% | Added |
| Sutton Place Investors LLC | 610 | $313.3K | 0.15% | −39−6.0% | Reduced |
| Greatmark Investment Partners, Inc. | 611 | $313.8K | 0.03% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 613 | $314.8K | 0.25% | +33+5.7% | Added |
| One Wealth Capital Management, LLC | 614 | $315.4K | 0.09% | +614 | New |
| United Bank | 615 | $315.9K | 0.04% | −27−4.2% | Reduced |
| Lee Danner & Bass Inc | 615 | $315.9K | 0.02% | −58−8.6% | Reduced |
| AIMZ Investment Advisors, LLC | 617 | $316.9K | 0.09% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 617 | $316.9K | 0.02% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 618 | $317.4K | 0.07% | +7+1.1% | Added |
| Eagle Strategies LLC | 618 | $317.4K | 0.03% | +16+2.7% | Added |
| Meridian Wealth Partners, LLC | 618 | $317.5K | 0.04% | +5+0.8% | Added |
| IFG Advisors, LLC | 619 | $317.7K | 0.04% | 00.0% | Unchanged |
| GFS Advisors, LLC | 134 | $318.4K | 0.04% | −416−75.6% | Reduced |
| Brio Consultants, LLC | 620 | $318.4K | 0.04% | +95+18.1% | Added |
| Smith Chas P & Associates Pa Cpas | 620 | $318.6K | 0.02% | −440−41.5% | Reduced |
| Tribridge Partners Financial LLC | 579 | $319.4K | 0.13% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 622 | $319.5K | 0.04% | −6−1.0% | Reduced |
| Polymer Capital Management (US) LLC | 622 | $319.5K | 0.05% | +622 | New |
| Global Wealth Management Investment Advisory, Inc. | 624 | $320.5K | 0.05% | −166−21.0% | Reduced |
| Tranquilli Financial Advisor LLC | 624 | $320.5K | 0.17% | +65+11.6% | Added |
| Steinberganna Wealth Management | 625 | $321.0K | 0.13% | +1+0.2% | Added |
| Atlas Wealth Partners, LLC | 626 | $321.5K | 0.35% | 00.0% | Unchanged |
| Quartz Partners, LLC | 627 | $321.8K | 0.11% | +32+5.4% | Added |
| Planning Alternatives Ltd | 628 | $322.3K | 0.03% | −611−49.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 628 | $322.6K | 0.18% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 629 | $323.1K | 0.11% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 630 | $323.6K | 0.12% | 00.0% | Unchanged |
| Custos Family Office, LLC | 631 | $324.1K | 0.19% | +14+2.3% | Added |
| Greenline Wealth Management LLC | 632 | $324.4K | 0.27% | +56+9.7% | Added |
| Hidden Cove Wealth Management, LLC | 632 | $324.6K | 0.18% | +65+11.5% | Added |
| WealthBridge Investment Counsel Inc. | 632 | $325.0K | 0.09% | 00.0% | Unchanged |
| Tidemark, LLC | 635 | $326.0K | 0.07% | +125+24.5% | Added |