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 |
|---|---|---|---|---|---|
| Little House Capital LLC | 6,685 | $3.43M | 0.77% | +68+1.0% | Added |
| Confluence Wealth Services, Inc. | 6,684 | $3.43M | 0.10% | +2,025+43.5% | Added |
| Eley Financial Management, Inc | 6,674 | $3.43M | 1.11% | +1,031+18.3% | Added |
| Cornerstone Wealth Group, LLC | 6,670 | $3.43M | 0.20% | +243+3.8% | Added |
| Calamos Wealth Management LLC | 6,649 | $3.41M | 0.10% | −398−5.6% | Reduced |
| Holderness Investments Co | 6,630 | $3.41M | 0.57% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 6,475 | $3.38M | 0.39% | −604−8.5% | Reduced |
| Frec Markets, Inc. | 6,585 | $3.38M | 0.30% | +1,265+23.8% | Added |
| Correct Capital Wealth Management | 6,575 | $3.38M | 0.58% | +1,216+22.7% | Added |
| StoneX Group Inc. | 6,650 | $3.37M | 0.14% | +2,321+53.6% | Added |
| Aviso Wealth Management | 6,561 | $3.37M | 1.32% | +76+1.2% | Added |
| Tranquility Partners, LLC | 6,553 | $3.37M | 1.16% | −537−7.6% | Reduced |
| Global Trust Asset Management, LLC | 6,543 | $3.36M | 1.05% | −1,813−21.7% | Reduced |
| Duncan Williams Asset Management, LLC | 6,526 | $3.35M | 0.76% | +185+2.9% | Added |
| Roble, Belko & Company, Inc | 6,526 | $3.35M | 0.36% | 00.0% | Unchanged |
| Ceera Investments, LLC | 6,519 | $3.35M | 1.42% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 6,518 | $3.35M | 0.66% | +67+1.0% | Added |
| Havemeyer Place LP | 6,517 | $3.35M | 0.33% | +6,517 | New |
| NBT Bank N A | 6,509 | $3.34M | 0.22% | +226+3.6% | Added |
| CRA Financial Services, LLC | 6,493 | $3.33M | 0.38% | −149−2.2% | Reduced |
| Marion Wealth Management | 6,488 | $3.33M | 0.68% | +355+5.8% | Added |
| Hilltop Holdings Inc. | 6,452 | $3.31M | 0.27% | +268+4.3% | Added |
| TRB Wealth Management, LLC | 6,434 | $3.30M | 0.44% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,407 | $3.29M | 0.62% | +133+2.1% | Added |
| Great Lakes Retirement, Inc. | 6,397 | $3.29M | 0.29% | +86+1.4% | Added |
| Perpetual Ltd | 6,317 | $3.24M | 0.05% | +1,164+22.6% | Added |
| Premier Path Wealth Partners, LLC | 6,311 | $3.24M | 0.37% | −363−5.4% | Reduced |
| Cordatus Wealth Management LLC | 6,310 | $3.24M | 0.71% | +125+2.0% | Added |
| Howard Capital Management Inc. | 6,305 | $3.24M | 0.04% | +3,292+109.3% | Added |
| Sentinel Dome Partners, LLC | 6,300 | $3.24M | 2.36% | +1,000+18.9% | Added |
| Geneos Wealth Management Inc. | 6,258 | $3.21M | 0.07% | −117−1.8% | Reduced |
| Saturna Capital CORP | 6,055 | $3.21M | 0.04% | +735+13.8% | Added |
| Ausdal Financial Partners, Inc. | 6,249 | $3.21M | 0.13% | −40−0.6% | Reduced |
| Cullen Investment Group, Ltd. | 6,244 | $3.21M | 0.39% | −9−0.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 6,239 | $3.20M | 0.42% | +10.0% | Added |
| PDS Planning, Inc | 6,236 | $3.20M | 0.19% | +343+5.8% | Added |
| Boomfish Wealth Group, LLC | 6,224 | $3.20M | 1.46% | +416+7.2% | Added |
| Weatherly Asset Management L. P. | 6,221 | $3.19M | 0.23% | +285+4.8% | Added |
| YHB Investment Advisors, Inc. | 6,219 | $3.19M | 0.20% | +1,484+31.3% | Added |
| 3Chopt Investment Partners, LLC | 6,192 | $3.18M | 0.60% | +724+13.2% | Added |
| Prosperity Consulting Group, LLC | 6,187 | $3.18M | 0.12% | +62+1.0% | Added |
| Grove Bank & Trust | 6,186 | $3.18M | 0.32% | −491−7.4% | Reduced |
| Accent Capital Management, LLC | 6,177 | $3.17M | 1.37% | −669−9.8% | Reduced |
| Arjuna Capital | 6,167 | $3.17M | 0.71% | −101−1.6% | Reduced |
| Koshinski Asset Management, Inc. | 6,117 | $3.14M | 0.17% | +313+5.4% | Added |
| Boston Trust Walden Corp | 6,104 | $3.14M | 0.02% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,080 | $3.12M | 0.09% | +1,176+24.0% | Added |
| Vista Investment Partners II, LLC | 6,062 | $3.11M | 1.22% | +129+2.2% | Added |
| Csenge Advisory Group | 6,059 | $3.11M | 0.13% | +588+10.7% | Added |
| Concord Wealth Partners | 6,058 | $3.11M | 0.36% | −205−3.3% | Reduced |
| Marks Group Wealth Management, Inc | 6,046 | $3.11M | 0.27% | +1,267+26.5% | Added |
| Tsai Capital Corp | 6,020 | $3.09M | 2.29% | +10.0% | Added |
| Bank of Nova Scotia Trust Co | 6,019 | $3.09M | 0.26% | −6,268−51.0% | Reduced |
| Dockside LLC | 6,017 | $3.09M | 0.72% | +6,017 | New |
| Boston Private Wealth LLC | 6,016 | $3.09M | 0.19% | −675−10.1% | Reduced |
| Redmond Asset Management, LLC | 6,009 | $3.09M | 0.77% | −51−0.8% | Reduced |
| LVW Advisors, LLC | 6,008 | $3.09M | 0.27% | −125−2.0% | Reduced |
| Zions Bancorporation, National Association | 6,008 | $3.09M | 0.18% | +2,267+60.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 6,003 | $3.08M | 0.78% | +6+0.1% | Added |
| Everhart Financial Group, Inc. | 5,996 | $3.08M | 0.20% | −889−12.9% | Reduced |
| EverSource Wealth Advisors, LLC | 5,984 | $3.07M | 0.10% | −1,247−17.2% | Reduced |
| Peoples Financial Services Corp. | 5,976 | $3.07M | 1.33% | +6+0.1% | Added |
| Chatham Capital Group, Inc. | 5,956 | $3.06M | 0.39% | −228−3.7% | Reduced |
| Applied Capital LLC | 5,948 | $3.05M | 2.04% | +4+0.1% | Added |
| Gold Investment Management Ltd. | 5,945 | $3.05M | 0.83% | +114+2.0% | Added |
| Woodbridge Co Ltd | 5,927 | $3.04M | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,914 | $3.04M | 0.14% | +325+5.8% | Added |
| Alpha Omega Wealth Management LLC | 5,893 | $3.03M | 0.46% | −109−1.8% | Reduced |
| Nwam LLC | 5,892 | $3.03M | 0.15% | +912+18.3% | Added |
| Prudent Man Advisors, LLC | 5,873 | $3.02M | 0.69% | +1,260+27.3% | Added |
| Agf Management Ltd | 5,820 | $2.99M | 0.01% | −1,624−21.8% | Reduced |
| First Citizens Bank & Trust Co | 5,817 | $2.99M | 0.04% | −1,094−15.8% | Reduced |
| Security National Bank | 5,812 | $2.99M | 0.36% | −27−0.5% | Reduced |
| Prospect Hill Management, LLC | 5,800 | $2.98M | 1.16% | −500−7.9% | Reduced |
| Principle Wealth Partners LLC | 5,800 | $2.98M | 0.15% | −42−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 5,791 | $2.97M | 0.43% | −1,041−15.2% | Reduced |
| Benchmark Investment Advisors LLC | 5,780 | $2.97M | 1.30% | −18−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 5,778 | $2.97M | 0.20% | +170+3.0% | Added |
| Boston Partners | 5,769 | $2.97M | 0.00% | +5,769 | New |
| Rockline Wealth Management, LLC | 5,763 | $2.96M | 0.57% | −146−2.5% | Reduced |
| Mirabaud & Cie SA | 5,745 | $2.95M | 1.18% | −38−0.7% | Reduced |
| Cornerstone Planning, LLC | 5,744 | $2.95M | 0.68% | +130+2.3% | Added |
| Purkiss Capital Advisors LLC | 5,717 | $2.94M | 1.12% | +159+2.9% | Added |
| Kovack Advisors, Inc. | 5,655 | $2.93M | 0.14% | +1,396+32.8% | Added |
| Pinkerton Retirement Specialists, LLC | 5,824 | $2.91M | 0.25% | +6+0.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 5,665 | $2.91M | 0.34% | +443+8.5% | Added |
| Moss Adams Wealth Advisors LLC | 5,649 | $2.90M | 0.18% | −87−1.5% | Reduced |
| TriaGen Wealth Management LLC | 5,639 | $2.90M | 0.73% | −9−0.2% | Reduced |
| Avalon Trust Co | 5,635 | $2.89M | 0.18% | −250−4.2% | Reduced |
| Clark Asset Management, LLC | 5,622 | $2.89M | 0.23% | −30−0.5% | Reduced |
| Kathmere Capital Management, LLC | 5,619 | $2.89M | 0.15% | −169−2.9% | Reduced |
| AMG National Trust Bank | 5,617 | $2.88M | 0.06% | −78−1.4% | Reduced |
| Leonteq Securities AG | 5,593 | $2.87M | 0.17% | −837−13.0% | Reduced |
| NBC Securities, Inc. | 5,576 | $2.86M | 0.19% | +110+2.0% | Added |
| Concord Asset Management, LLC | 5,568 | $2.86M | 0.44% | −325−5.5% | Reduced |
| Invesco, LLC | 5,564 | $2.86M | 0.88% | −20−0.4% | Reduced |
| Patten & Patten Inc | 5,558 | $2.85M | 0.15% | −20−0.4% | Reduced |
| Strategic Advisors LLC | 5,557 | $2.85M | 0.62% | −20.0% | Reduced |
| Optas, LLC | 5,552 | $2.85M | 0.40% | −306−5.2% | Reduced |
| WealthBridge Capital Management, LLC | 5,550 | $2.85M | 0.57% | +43+0.8% | Added |