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 |
|---|---|---|---|---|---|
| First United Bank Trust | 3,680 | $1.89M | 0.54% | −61−1.6% | Reduced |
| First National Bank Sioux Falls | 3,640 | $1.89M | 0.52% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,673 | $1.89M | 0.16% | −3−0.1% | Reduced |
| Valmark Advisers, Inc. | 3,667 | $1.88M | 0.02% | +62+1.7% | Added |
| Sander Capital Advisors Inc | 3,658 | $1.88M | 0.99% | −495−11.9% | Reduced |
| Axq Capital, LP | 3,641 | $1.87M | 0.20% | −2,631−41.9% | Reduced |
| Strait & Sound Wealth Management LLC | 3,636 | $1.87M | 0.66% | −41−1.1% | Reduced |
| Advisory Alpha, LLC | 3,631 | $1.87M | 0.05% | −108−2.9% | Reduced |
| Davis R M Inc | 3,628 | $1.86M | 0.03% | −104−2.8% | Reduced |
| Jackson Square Capital, LLC | 3,611 | $1.85M | 0.26% | −6−0.2% | Reduced |
| HCR Wealth Advisors | 3,589 | $1.84M | 0.17% | −127−3.4% | Reduced |
| Burney Co | 3,570 | $1.83M | 0.05% | +92+2.6% | Added |
| RD Lewis Holdings, Inc. | 3,235 | $1.83M | 1.36% | +38+1.2% | Added |
| Meadowbrook Advisors Group, LLC | 3,563 | $1.83M | 0.98% | +88+2.5% | Added |
| Essex Savings Bank | 3,560 | $1.83M | 0.40% | −8−0.2% | Reduced |
| Schnieders Capital Management, LLC. | 3,557 | $1.83M | 0.24% | +1,198+50.8% | Added |
| Thrive Wealth Management, LLC | 3,552 | $1.82M | 0.23% | +184+5.5% | Added |
| Voya Financial Advisors, Inc. | 3,579 | $1.82M | 0.16% | −312−8.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 3,551 | $1.82M | 0.66% | −42−1.2% | Reduced |
| Portland Global Advisors LLC | 3,547 | $1.82M | 0.17% | +2,741+340.1% | Added |
| Stance Capital LLC | 3,545 | $1.82M | 0.55% | −4,944−58.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,541 | $1.82M | 0.21% | +286+8.8% | Added |
| BlueSpruce Investments, LP | 3,512 | $1.80M | 0.28% | −66,950−95.0% | Reduced |
| Steinberg Asset Management LLC | 3,498 | $1.80M | 1.12% | +769+28.2% | Added |
| Proficio Capital Partners LLC | 3,498 | $1.80M | 0.06% | +3,083+742.9% | Added |
| Prestige Wealth Management Group LLC | 3,496 | $1.80M | 0.33% | +877+33.5% | Added |
| Capital & Planning, LLC | 3,487 | $1.79M | 0.92% | −183−5.0% | Reduced |
| Whalen Wealth Management Inc. | 3,469 | $1.78M | 0.80% | −725−17.3% | Reduced |
| Missouri Trust & Investment Co | 3,107 | $1.78M | 0.48% | −127−3.9% | Reduced |
| Weaver Capital Management LLC | 3,552 | $1.77M | 0.39% | 00.0% | Unchanged |
| SCS Capital Management LLC | 3,446 | $1.77M | 0.02% | −232−6.3% | Reduced |
| Oxford Financial Group Ltd | 3,446 | $1.77M | 0.09% | −624−15.3% | Reduced |
| 44 Wealth Management LLC | 3,441 | $1.77M | 0.58% | −18−0.5% | Reduced |
| Journey Advisory Group, LLC | 3,431 | $1.76M | 0.13% | +219+6.8% | Added |
| Advisory Resource Group | 3,422 | $1.76M | 0.26% | +365+11.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,422 | $1.76M | 0.17% | +160+4.9% | Added |
| Family Capital Trust Co | 3,421 | $1.76M | 0.57% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 3,411 | $1.75M | 0.91% | +3,411 | New |
| Soltis Investment Advisors LLC | 3,408 | $1.75M | 0.10% | −338−9.0% | Reduced |
| CoreCap Advisors, LLC | 3,407 | $1.75M | 0.05% | +402+13.4% | Added |
| Cahill Financial Advisors Inc | 3,404 | $1.75M | 0.17% | +10.0% | Added |
| Union Savings Bank | 3,399 | $1.75M | 0.70% | −45−1.3% | Reduced |
| State of Wyoming | 3,394 | $1.74M | 0.18% | +1,938+133.1% | Added |
| Arrow Financial Corp | 3,388 | $1.74M | 0.16% | −132−3.8% | Reduced |
| Synergy Financial Group, LTD | 3,379 | $1.74M | 1.25% | −62−1.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,378 | $1.74M | 0.26% | +84+2.6% | Added |
| Van Strum & Towne Inc. | 3,375 | $1.73M | 0.47% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,374 | $1.73M | 0.03% | +1,129+50.3% | Added |
| Continuum Advisory, LLC | 3,356 | $1.72M | 0.14% | −734−17.9% | Reduced |
| Signal Advisors Wealth, LLC | 3,354 | $1.72M | 0.09% | +43+1.3% | Added |
| Revolve Wealth Partners, LLC | 3,345 | $1.72M | 0.18% | +25+0.8% | Added |
| Brown Miller Wealth Management, LLC | 3,344 | $1.72M | 0.43% | −58−1.7% | Reduced |
| Maia Wealth LLC | 3,329 | $1.71M | 0.25% | −719−17.8% | Reduced |
| Argentarii, LLC | 3,045 | $1.71M | 0.52% | +52+1.7% | Added |
| Prelude Capital Management, LLC | 3,315 | $1.70M | 0.12% | −800−19.4% | Reduced |
| Lantern Wealth Advisors, LLC | 3,313 | $1.70M | 0.78% | −386−10.4% | Reduced |
| Intellectus Partners, LLC | 3,312 | $1.70M | 0.29% | +416+14.4% | Added |
| Nicholson Wealth Management Group, LLC | 3,310 | $1.70M | 1.01% | −67−2.0% | Reduced |
| MONECO Advisors, LLC | 3,299 | $1.69M | 0.10% | +665+25.2% | Added |
| Semus Wealth Partners LLC | 3,299 | $1.69M | 0.82% | −41−1.2% | Reduced |
| CVFG LLC | 3,299 | $1.69M | 0.18% | −34−1.0% | Reduced |
| Clear Creek Financial Management, LLC | 3,282 | $1.69M | 0.11% | −311−8.7% | Reduced |
| Manchester Capital Management LLC | 3,282 | $1.69M | 0.22% | −310−8.6% | Reduced |
| First Horizon Corp | 3,273 | $1.68M | 0.06% | −128−3.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,261 | $1.68M | 0.04% | +149+4.8% | Added |
| Formidable Asset Management, LLC | 3,341 | $1.67M | 0.27% | −89−2.6% | Reduced |
| Alta Advisers Ltd | 3,247 | $1.67M | 0.38% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 3,234 | $1.66M | 0.34% | +20+0.6% | Added |
| Defiance ETFs, LLC | 3,175 | $1.66M | 0.02% | +587+22.7% | Added |
| Embree Financial Group | 3,227 | $1.66M | 0.17% | +16+0.5% | Added |
| Lecap Asset Management Ltd | 3,212 | $1.65M | 0.71% | −2,131−39.9% | Reduced |
| WBH Advisory Inc | 3,204 | $1.65M | 0.11% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 3,202 | $1.64M | 0.44% | −9−0.3% | Reduced |
| Sendero Wealth Management, LLC | 3,200 | $1.64M | 0.16% | −3,254−50.4% | Reduced |
| Sovran Advisors, LLC | 2,918 | $1.64M | 0.12% | +251+9.4% | Added |
| SS&H Financial Advisors, Inc. | 3,197 | $1.64M | 0.42% | +3,197 | New |
| LBMC Investment Advisors, LLC | 3,188 | $1.64M | 0.09% | +47+1.5% | Added |
| Alaethes Wealth LLC | 3,185 | $1.64M | 0.48% | +3,185 | New |
| Inlet Private Wealth, LLC | 3,184 | $1.64M | 0.40% | −1,000−23.9% | Reduced |
| Keel Point, LLC | 3,180 | $1.63M | 0.10% | +214+7.2% | Added |
| Aspiriant, LLC | 3,174 | $1.63M | 0.04% | +67+2.2% | Added |
| Cypress Advisory Group LLC | 3,175 | $1.63M | 1.26% | +400+14.4% | Added |
| Intelligent Financial Strategies | 3,170 | $1.63M | 0.78% | −49−1.5% | Reduced |
| Joel Isaacson & Co., LLC | 3,167 | $1.63M | 0.05% | −33−1.0% | Reduced |
| Balentine LLC | 3,154 | $1.62M | 0.06% | +1,923+156.2% | Added |
| Cross Staff Investments Inc | 3,141 | $1.61M | 0.96% | +2+0.1% | Added |
| Third View Private Wealth, LLC | 3,139 | $1.61M | 0.20% | +77+2.5% | Added |
| Hilltop National Bank | 3,135 | $1.61M | 0.34% | −215−6.4% | Reduced |
| Winch Advisory Services, LLC | 3,129 | $1.61M | 0.33% | +9+0.3% | Added |
| Winthrop Advisory Group LLC | 3,118 | $1.60M | 0.11% | +318+11.4% | Added |
| Elyxium Wealth, LLC | 3,106 | $1.60M | 0.17% | +927+42.5% | Added |
| Ratan Capital Management LP | 3,100 | $1.59M | 0.51% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 3,097 | $1.59M | 0.19% | +432+16.2% | Added |
| Affinity Capital Advisors, LLC | 2,979 | $1.59M | 0.20% | −213−6.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,175 | $1.59M | 0.50% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,149 | $1.59M | 0.19% | +47+1.5% | Added |
| Cookson Peirce & Co Inc | 3,070 | $1.58M | 0.05% | +89+3.0% | Added |
| LM Advisors LLC | 3,055 | $1.57M | 0.18% | +1,214+65.9% | Added |
| Stonebridge Financial Planning Group, LLC | 3,045 | $1.56M | 0.50% | −91−2.9% | Reduced |
| Jackson Wealth Management, LLC | 3,043 | $1.56M | 0.92% | −28,554−90.4% | Reduced |