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; 3,634 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 |
|---|---|---|---|---|---|
| Wellington-Altus USA Inc. | 756 | $377.7K | 0.27% | +185+32.4% | Added |
| Centennial Wealth Advisory LLC | 740 | $380.1K | 0.08% | +20+2.8% | Added |
| Level Wealth Management LLC | 741 | $380.6K | 0.15% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 741 | $380.7K | 0.01% | +15+2.1% | Added |
| Capstone Financial Advisors, Inc. | 746 | $383.2K | 0.02% | −37−4.7% | Reduced |
| Capital Investment Management, Inc. | 747 | $383.7K | 0.12% | −18−2.4% | Reduced |
| Tanager Wealth Management LLP | 747 | $383.7K | 0.03% | +46+6.6% | Added |
| Artemis Wealth Advisors, LLC | 748 | $384.2K | 0.05% | 00.0% | Unchanged |
| GSG Advisors LLC | 749 | $384.7K | 0.08% | +31+4.3% | Added |
| Merrion Investment Management Co, LLC | 750 | $385.2K | 0.18% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 751 | $385.7K | 0.04% | −561−42.8% | Reduced |
| Catalyst Private Wealth, LLC | 753 | $386.7K | 0.19% | −49−6.1% | Reduced |
| Compass Financial Management LLC | 692 | $387.1K | 0.05% | +692 | New |
| HORAN Wealth, LLC | 754 | $387.3K | 0.05% | +35+4.9% | Added |
| Golden State Wealth Management, LLC | 754 | $387.5K | 0.04% | +69+10.1% | Added |
| Secure Asset Management, LLC | 754 | $387.5K | 0.05% | −52−6.5% | Reduced |
| Insight Advisors, LLC | 755 | $387.6K | 0.07% | −81−9.7% | Reduced |
| First National Bank | 757 | $388.8K | 0.15% | −16−2.1% | Reduced |
| Alpha Zero LLC | 708 | $390.5K | 0.15% | +77+12.2% | Added |
| Braun-Bostich & Associates Inc. | 761 | $390.9K | 0.22% | −23−2.9% | Reduced |
| Berkeley Capital Partners, LLC | 762 | $391.4K | 0.08% | −32−4.0% | Reduced |
| Osborne Partners Capital Management, LLC | 764 | $392.2K | 0.02% | +225+41.7% | Added |
| West Michigan Advisors, LLC | 764 | $392.4K | 0.07% | −63−7.6% | Reduced |
| GoalVest Advisory LLC | 767 | $394.0K | 0.07% | +30+4.1% | Added |
| HHM Wealth Advisors, LLC | 769 | $394.9K | 0.04% | +10+1.3% | Added |
| Falcon Wealth Planning | 769 | $395.1K | 0.02% | +165+27.3% | Added |
| Independent Wealth Network Inc. | 770 | $395.5K | 0.10% | −4−0.5% | Reduced |
| Creative Capital Management Investments LLC | 771 | $396.0K | 0.09% | +699+970.8% | Added |
| BNC Wealth Management, LLC | 772 | $396.5K | 0.10% | −18−2.3% | Reduced |
| Goodman Advisory Group, LLC | 773 | $397.0K | 0.09% | −522−40.3% | Reduced |
| ORG Wealth Partners, LLC | 773 | $397.2K | 0.06% | −606−43.9% | Reduced |
| Integrated Capital Management, LLC | 774 | $397.6K | 0.14% | −8−1.0% | Reduced |
| Nolet Wealth Management, LLC | 774 | $397.8K | 0.22% | +86+12.5% | Added |
| Bulltick Wealth Management, LLC | 775 | $398.0K | 0.08% | −28−3.5% | Reduced |
| Smith Shellnut Wilson LLC | 775 | $398.0K | 0.15% | −20−2.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 775 | $398.0K | 0.11% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 780 | $400.8K | 0.13% | +80+11.4% | Added |
| Ethos Capital Management, Inc. | 782 | $401.6K | 0.29% | −1,991−71.8% | Reduced |
| Kavar Capital Partners Group, LLC | 784 | $402.7K | 0.05% | +159+25.4% | Added |
| Wealthquest Corp | 785 | $403.2K | 0.03% | −62−7.3% | Reduced |
| Gemmer Asset Management LLC | 786 | $403.7K | 0.03% | −20−2.5% | Reduced |
| Hunter Associates Investment Management LLC | 777 | $404.0K | 0.05% | −127−14.0% | Reduced |
| Ponta Wealth Partners, LLC | 787 | $404.2K | 0.22% | +364+86.1% | Added |
| Tower View Investment Management & Research LLC | 788 | $404.8K | 0.18% | +11+1.4% | Added |
| Wise Wealth Partners | 789 | $405.3K | 0.69% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 790 | $405.8K | 0.11% | +17+2.2% | Added |
| Fortis Advisors, LLC | 791 | $406.3K | 0.19% | −30−3.7% | Reduced |
| First Financial Corp | 791 | $406.3K | 0.14% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 791 | $406.3K | 0.08% | +76+10.6% | Added |
| Abacus Planning Group, Inc. | 792 | $407.0K | 0.05% | +16+2.1% | Added |
| Westover Capital Advisors, LLC | 794 | $407.8K | 0.07% | −201−20.2% | Reduced |
| American National Bank of Texas | 794 | $407.8K | 0.37% | +159+25.0% | Added |
| Tiemann Investment Advisors, LLC | 799 | $410.4K | 0.15% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 799 | $410.4K | 0.11% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 799 | $410.4K | 0.12% | +55+7.4% | Added |
| Coastal Investment Advisors, Inc. | 799 | $410.5K | 0.13% | −88−9.9% | Reduced |
| Oakmont Investment Advisors, Inc. | 799 | $410.9K | 0.29% | −158−16.5% | Reduced |
| Millennium Capital Advisors, LLC | 801 | $411.6K | 0.22% | −1−0.1% | Reduced |
| Palogic Value Management, L.P. | 802 | $411.9K | 0.15% | +13+1.6% | Added |
| Endeavor Private Wealth, Inc. | 803 | $412.3K | 0.10% | −107−11.8% | Reduced |
| National Philanthropic Trust | 803 | $412.4K | 0.01% | +206+34.5% | Added |
| Causey Wealth LLC | 806 | $414.0K | 0.16% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 807 | $414.5K | 0.23% | −6−0.7% | Reduced |
| Palatine Hill Wealth Management, LLC | 807 | $414.7K | 0.33% | +69+9.3% | Added |
| Silver Grove Financial Group, Inc. | 808 | $414.8K | 0.22% | −78−8.8% | Reduced |
| Tactive Advisors, LLC | 810 | $416.0K | 0.10% | +25+3.2% | Added |
| Alteri Wealth LLC | 812 | $416.9K | 0.12% | +21+2.7% | Added |
| DLK Investment Management, LLC | 945 | $416.9K | 0.18% | −20−2.1% | Reduced |
| Arbor Wealth Management LLC | 812 | $417.3K | 0.37% | +7+0.9% | Added |
| Pullen Investment Management, LLC | 814 | $418.1K | 0.19% | −131−13.9% | Reduced |
| Elm Partners Management LLC | 815 | $418.6K | 0.02% | +24+3.0% | Added |
| LeConte Wealth Management, LLC | 816 | $419.1K | 0.23% | +173+26.9% | Added |
| Elevatus Welath Management | 816 | $419.2K | 0.10% | +79+10.7% | Added |
| Carrera Capital Advisors | 817 | $419.6K | 0.06% | +230+39.2% | Added |
| Ballast, Inc. | 818 | $420.1K | 0.08% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 820 | $421.1K | 0.04% | +238+40.9% | Added |
| Baldwin Brothers Inc | 821 | $421.7K | 0.03% | −10−1.2% | Reduced |
| Tobias Financial Advisors, Inc. | 822 | $422.1K | 0.05% | −116−12.4% | Reduced |
| Pinnacle Bancorp, Inc. | 823 | $422.7K | 0.11% | +14+1.7% | Added |
| Dominguez Wealth Management Solutions, Inc. | 824 | $423.3K | 0.23% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 825 | $423.6K | 0.04% | −1−0.1% | Reduced |
| Mayfair Advisory Group, LLC | 786 | $424.2K | 0.13% | +102+14.9% | Added |
| AGH Wealth Advisors, LLC | 827 | $424.8K | 0.27% | +94+12.8% | Added |
| 4WEALTH Advisors, Inc. | 834 | $425.0K | 0.33% | −105−11.2% | Reduced |
| Almanack Investment Partners, LLC. | 828 | $425.3K | 0.05% | +828 | New |
| First Financial Group Corp | 829 | $425.8K | 0.31% | −10−1.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 831 | $426.8K | 0.08% | −758−47.7% | Reduced |
| Innova Wealth Partners | 831 | $426.9K | 0.18% | +25+3.1% | Added |
| BancFirst Trust & Investment Management | 839 | $427.6K | 0.18% | +839 | New |
| Dala Group, LLC | 833 | $428.0K | 0.35% | −87−9.5% | Reduced |
| Frederick Financial Consultants, LLC | 834 | $428.2K | 0.18% | −40−4.6% | Reduced |
| Altus Wealth Group LLC | 835 | $428.9K | 0.15% | −35−4.0% | Reduced |
| TRUE Private Wealth Advisors | 836 | $429.5K | 0.04% | −2−0.2% | Reduced |
| Navalign, LLC | 837 | $429.9K | 0.10% | −72−7.9% | Reduced |
| Blueshift Asset Management, LLC | 838 | $430.4K | 0.10% | +12+1.5% | Added |
| Pasadena Private Wealth, LLC | 838 | $430.4K | 0.06% | +55+7.0% | Added |
| BNB Wealth Management, LLC | 839 | $430.7K | 0.24% | −223−21.0% | Reduced |
| North Dallas Bank & Trust Co | 839 | $430.9K | 0.26% | −4−0.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 840 | $431.4K | 0.10% | +102+13.8% | Added |
| New England Research & Management, Inc. | 841 | $431.9K | 0.17% | −25−2.9% | Reduced |