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; 3,634 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
- Institutional holders
- 3,634
- +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
- 1,572 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 |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 635 | $326.1K | 0.02% | 00.0% | Unchanged |
| McMillan Office, Inc. | 635 | $326.1K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 635 | $326.1K | 0.17% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 635 | $326.3K | 0.33% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 638 | $327.6K | 0.04% | −236−27.0% | Reduced |
| Octavia Wealth Advisors, LLC | 638 | $327.7K | 0.03% | +36+6.0% | Added |
| Accel Wealth Management | 638 | $327.7K | 0.07% | +44+7.4% | Added |
| Quilter Plc | 639 | $328.2K | 0.00% | −100−13.5% | Reduced |
| Harvest Portfolios Group Inc. | 639 | $328.2K | 0.00% | −56−8.1% | Reduced |
| Precision Wealth Strategies, LLC | 639 | $328.2K | 0.10% | −27−4.1% | Reduced |
| ISAM Funds (UK) Ltd | 640 | $328.7K | 0.23% | −1,958−75.4% | Reduced |
| LeClair Wealth Partners LLC | 641 | $329.0K | 0.17% | +641 | New |
| Wealth Watch Advisors, INC | 641 | $329.2K | 0.11% | +22+3.6% | Added |
| Sage Mountain Advisors LLC | 641 | $329.5K | 0.02% | +641 | New |
| Vance Wealth, Inc. | 642 | $329.8K | 0.07% | +109+20.5% | Added |
| Lineweaver Wealth Advisors, LLC | 642 | $329.9K | 0.04% | −57−8.2% | Reduced |
| SFE Investment Counsel | 643 | $330.2K | 0.05% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 643 | $330.2K | 0.05% | +643 | New |
| Hickory Point Bank & Trust | 646 | $331.8K | 0.20% | 00.0% | Unchanged |
| Genesis Financial Group, LLC | 648 | $332.6K | 0.22% | −51−7.3% | Reduced |
| NewSquare Capital LLC | 648 | $332.8K | 0.02% | −4−0.6% | Reduced |
| Waters Parkerson & Co., LLC | 650 | $333.8K | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 650 | $333.8K | 0.09% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 650 | $333.9K | 5.07% | −37,768−98.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 651 | $334.2K | 0.01% | −288−30.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 652 | $334.9K | 0.08% | −4−0.6% | Reduced |
| Targeted Financial Services LLC | 655 | $336.4K | 0.25% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 655 | $336.6K | 0.03% | +102+18.4% | Added |
| Echo45 Advisors LLC | 655 | $336.6K | 0.17% | −100−13.2% | Reduced |
| Concentrum Wealth Management | 656 | $336.9K | 0.08% | +101+18.2% | Added |
| Centurion Wealth Management LLC | 657 | $337.6K | 0.08% | −1,004−60.4% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 658 | $338.0K | 0.04% | 00.0% | Unchanged |
| City State Bank | 659 | $338.5K | 0.08% | 00.0% | Unchanged |
| MFA Wealth Services | 660 | $338.7K | 0.20% | +660 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 660 | $339.0K | 0.03% | +63+10.6% | Added |
| Convergence Investment Partners, LLC | 660 | $339.0K | 0.03% | −166−20.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 661 | $339.5K | 0.03% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 662 | $340.0K | 0.01% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 662 | $340.0K | 0.03% | +102+18.2% | Added |
| Riversedge Advisors, LLC | 662 | $340.2K | 0.05% | +148+28.8% | Added |
| JNBA Financial Advisors | 663 | $340.5K | 0.03% | +6+0.9% | Added |
| Long Road Investment Counsel, LLC | 665 | $341.5K | 0.13% | 00.0% | Unchanged |
| Thompson David Blair | 665 | $341.5K | 0.17% | +665 | New |
| Berman McAleer LLC | 668 | $343.1K | 0.04% | +26+4.0% | Added |
| Thompson Siegel & Walmsley LLC | 672 | $345.0K | 0.01% | −20−2.9% | Reduced |
| Leslie Global Wealth, LLC | 672 | $345.1K | 0.13% | +8+1.2% | Added |
| Luts & Greenleigh Group, Inc | 673 | $345.7K | 0.26% | −129−16.1% | Reduced |
| WFA of San Diego, LLC | 612 | $347.0K | 0.28% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 677 | $347.6K | 0.08% | +154+29.4% | Added |
| Woodstock Corp | 677 | $347.7K | 0.03% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 677 | $347.7K | 0.15% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 677 | $347.7K | 0.06% | +69+11.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 836 | $347.8K | 0.11% | −230−21.6% | Reduced |
| Kaydan Wealth Management, Inc. | 678 | $348.2K | 0.11% | −9−1.3% | Reduced |
| Norway Savings Bank | 679 | $348.7K | 0.15% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 680 | $349.4K | 0.06% | +18+2.7% | Added |
| Yoder Wealth Management, Inc. | 682 | $350.3K | 0.14% | +11+1.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 683 | $350.7K | 0.06% | −19−2.7% | Reduced |
| Garden State Investment Advisory Services LLC | 684 | $351.2K | 0.07% | +5+0.7% | Added |
| CNB Bank | 686 | $352.3K | 0.14% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 688 | $353.4K | 0.01% | −257−27.2% | Reduced |
| Castle Rock Wealth Management, LLC | 680 | $355.1K | 0.07% | −20−2.9% | Reduced |
| Fortress Wealth Group, LLC | 658 | $355.2K | 0.12% | −20−2.9% | Reduced |
| Action Point Financial Planning, LLC | 700 | $355.3K | 0.04% | +700 | New |
| Millstone Evans Group, LLC | 695 | $357.1K | 0.19% | +44+6.8% | Added |
| Hoey Investments, Inc | 696 | $357.5K | 0.05% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 699 | $359.0K | 0.11% | +17+2.5% | Added |
| Adirondack Trust Co | 700 | $359.5K | 0.11% | −47−6.3% | Reduced |
| GuidedMoney, LLC | 700 | $359.5K | 0.17% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 702 | $360.6K | 0.10% | −10−1.4% | Reduced |
| Delta Investment Management, LLC | 704 | $361.8K | 0.06% | −268−27.6% | Reduced |
| Gilman Hill Asset Management, LLC | 706 | $362.5K | 0.05% | +56+8.6% | Added |
| Oregon Pacific Wealth Management, LLC | 707 | $363.1K | 0.34% | −47−6.2% | Reduced |
| OFS Enterprise LLC | 708 | $363.8K | 0.09% | −15−2.1% | Reduced |
| JMN Financial LLC | 710 | $364.7K | 0.28% | +136+23.7% | Added |
| LVM Capital Management Ltd | 710 | $365.0K | 0.03% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 711 | $365.2K | 0.10% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 711 | $365.2K | 0.09% | 00.0% | Unchanged |
| Valley National Advisers Inc | 712 | $365.5K | 0.04% | −76−9.6% | Reduced |
| Sigma Investment Counselors Inc | 712 | $365.5K | 0.02% | −170−19.3% | Reduced |
| Rainier Family Wealth Inc | 716 | $367.7K | 0.21% | −34−4.5% | Reduced |
| Cherrydale Wealth Management, LLC | 716 | $368.0K | 0.10% | +25+3.6% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 718 | $368.8K | 0.28% | −127−15.0% | Reduced |
| Frisch Financial Group, Inc. | 718 | $368.8K | 0.06% | +92+14.7% | Added |
| DecisionMap Wealth Management, LLC | 719 | $369.3K | 0.21% | −68−8.6% | Reduced |
| Dogwood Wealth Management LLC | 720 | $369.8K | 0.15% | −52−6.7% | Reduced |
| Founders Financial Alliance, LLC | 722 | $370.8K | 0.05% | +13+1.8% | Added |
| Riverview Capital Advisers, LLC | 722 | $371.0K | 0.11% | −22−3.0% | Reduced |
| Myriad Asset Management US LP | 724 | $372.0K | 0.51% | +724 | New |
| McElhenny Sheffield Capital Management, LLC | 725 | $372.4K | 0.09% | −105−12.7% | Reduced |
| Prosperity Bancshares Inc | 726 | $372.9K | 0.24% | −5−0.7% | Reduced |
| Tamar Securities, LLC | 727 | $373.5K | 0.03% | +47+6.9% | Added |
| Rooted Wealth Advisors, Inc. | 728 | $374.0K | 0.09% | +62+9.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 730 | $374.9K | 0.21% | −736−50.2% | Reduced |
| Z3 Capital Partners, LLC | 730 | $374.9K | 0.08% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 731 | $375.4K | 0.07% | +146+25.0% | Added |
| Acima Private Wealth, LLC | 734 | $377.0K | 0.11% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 734 | $377.0K | 0.18% | −376−33.9% | Reduced |
| Promethium Advisors,llc | 734 | $377.0K | 0.18% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 735 | $377.5K | 0.02% | −46,698−98.5% | Reduced |