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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 2,989 | $1.56M | 0.32% | −2−0.1% | Reduced |
| Capital Counsel LLC | 3,038 | $1.56M | 0.06% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 3,031 | $1.56M | 0.58% | −10−0.3% | Reduced |
| Biltmore Family Office, LLC | 3,031 | $1.56M | 0.20% | +40+1.3% | Added |
| MMBG Investment Advisors Co. | 3,030 | $1.56M | 0.12% | 00.0% | Unchanged |
| Trust Investment Advisors | 3,029 | $1.56M | 0.74% | +13+0.4% | Added |
| Independent Solutions Wealth Management, LLC | 3,027 | $1.55M | 0.20% | −269−8.2% | Reduced |
| Private Capital Management, LLC | 3,017 | $1.55M | 0.14% | +10.0% | Added |
| Deseret Mutual Benefit Administrators | 3,014 | $1.55M | 0.51% | −221−6.8% | Reduced |
| VeraBank, N.A. | 3,013 | $1.55M | 0.26% | −710−19.1% | Reduced |
| Pacifica Partners Inc. | 2,868 | $1.55M | 0.47% | −59−2.0% | Reduced |
| Waterloo Capital, L.P. | 3,009 | $1.55M | 0.09% | +459+18.0% | Added |
| OneAscent Financial Services LLC | 3,004 | $1.54M | 0.07% | +33+1.1% | Added |
| Community Bank & Trust, Waco, Texas | 3,000 | $1.54M | 0.28% | +21+0.7% | Added |
| Plimoth Trust Co LLC | 3,000 | $1.54M | 0.31% | 00.0% | Unchanged |
| Eurizon Asset Management Hungary Ltd. | 3,000 | $1.54M | 1.64% | +2,000+200.0% | Added |
| Evernest Financial Advisors, LLC | 3,000 | $1.54M | 0.32% | −90−2.9% | Reduced |
| Absher Wealth Management, LLC | 2,997 | $1.54M | 0.18% | +73+2.5% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,996 | $1.54M | 1.06% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 2,994 | $1.54M | 0.22% | +3+0.1% | Added |
| Cadent Capital Advisors, LLC | 2,990 | $1.54M | 0.32% | −5,035−62.7% | Reduced |
| Crew Capital Management, Ltd. | 2,977 | $1.53M | 0.84% | +325+12.3% | Added |
| Wellspring Financial Advisors, LLC | 2,974 | $1.53M | 0.10% | −295−9.0% | Reduced |
| James J. Burns & Company, LLC | 2,967 | $1.52M | 0.17% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,963 | $1.52M | 0.37% | +58+2.0% | Added |
| Morse Asset Management, Inc | 2,955 | $1.52M | 0.25% | −4,634−61.1% | Reduced |
| Sheets Smith Wealth Management | 2,952 | $1.52M | 0.15% | +359+13.8% | Added |
| West Family Investments, Inc. | 2,951 | $1.52M | 0.44% | +44+1.5% | Added |
| Fukoku Mutual Life Insurance Co | 2,947 | $1.51M | 0.09% | −182−5.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,946 | $1.51M | 0.29% | +26+0.9% | Added |
| Wrapmanager Inc | 2,946 | $1.51M | 0.47% | −174−5.6% | Reduced |
| C WorldWide Group Holding A/S | 2,944 | $1.51M | 0.04% | +2,944 | New |
| Unique Wealth Strategies, LLC | 2,932 | $1.51M | 0.55% | −86−2.8% | Reduced |
| Delta Financial Advisors LLC | 2,932 | $1.51M | 0.36% | 00.0% | Unchanged |
| MJP Associates Inc | 2,931 | $1.51M | 0.16% | −180−5.8% | Reduced |
| Ebert Capital Management Inc. | 2,927 | $1.50M | 1.41% | +254+9.5% | Added |
| Excalibur Management Corp | 2,920 | $1.50M | 0.49% | +80+2.8% | Added |
| Ocean Capital Management, LLC | 2,920 | $1.50M | 0.28% | +2+0.1% | Added |
| KCM Investment Advisors LLC | 2,918 | $1.50M | 0.04% | −74−2.5% | Reduced |
| Atlas Legacy Advisors, LLC | 2,883 | $1.50M | 0.22% | +908+46.0% | Added |
| Meridian Wealth Advisors, LLC | 2,897 | $1.49M | 0.17% | +58+2.0% | Added |
| Providence Wealth Advisors, LLC | 2,784 | $1.49M | 0.88% | −12−0.4% | Reduced |
| Fire Capital Management LLC | 2,887 | $1.48M | 0.60% | +1,136+64.9% | Added |
| Boltwood Capital Management | 2,880 | $1.48M | 0.34% | +195+7.3% | Added |
| BLB&B Advisors, LLC | 2,868 | $1.47M | 0.05% | −114−3.8% | Reduced |
| River Street Advisors LLC | 2,867 | $1.47M | 0.43% | +68+2.4% | Added |
| Souders Financial Advisors | 2,854 | $1.47M | 0.15% | +164+6.1% | Added |
| KRS Capital Management, LLC | 2,854 | $1.47M | 0.68% | +10.0% | Added |
| Dale Q Rice Investment Management Ltd | 2,851 | $1.46M | 0.79% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 2,851 | $1.46M | 0.30% | +20+0.7% | Added |
| Gilbert & Cook, Inc. | 2,842 | $1.46M | 0.17% | +21+0.7% | Added |
| MCF Advisors LLC | 2,841 | $1.46M | 0.05% | +348+14.0% | Added |
| Pitcairn Wealth Advisors LLC | 2,840 | $1.46M | 0.16% | −6−0.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,821 | $1.45M | 0.11% | −21−0.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 2,819 | $1.45M | 0.51% | −266−8.6% | Reduced |
| Hamilton Capital, LLC | 2,815 | $1.45M | 0.07% | −206−6.8% | Reduced |
| Waterfront Wealth Inc. | 2,741 | $1.44M | 0.22% | 00.0% | Unchanged |
| Arwa LLC | 2,617 | $1.44M | 0.60% | −103−3.8% | Reduced |
| Drive Wealth Management, LLC | 2,806 | $1.44M | 0.26% | +259+10.2% | Added |
| Clark Financial Services Group Inc | 2,803 | $1.44M | 0.68% | −20−0.7% | Reduced |
| Everpar Advisors LLC | 2,799 | $1.44M | 0.41% | −114−3.9% | Reduced |
| First National Trust Co | 2,795 | $1.44M | 0.05% | −721−20.5% | Reduced |
| Darden Wealth Group Inc | 2,791 | $1.43M | 0.57% | −49−1.7% | Reduced |
| Facet Wealth, Inc. | 2,783 | $1.43M | 0.02% | +132+5.0% | Added |
| Boston Family Office LLC | 2,763 | $1.42M | 0.09% | +63+2.3% | Added |
| Beaumont Asset Management, L.L.C. | 2,754 | $1.41M | 0.55% | +172+6.7% | Added |
| Oslo Pensjonsforsikring AS | 2,737 | $1.41M | 0.16% | 00.0% | Unchanged |
| Algert Global LLC | 2,734 | $1.40M | 0.02% | −317−10.4% | Reduced |
| Klingenstein Fields & Co LP | 2,734 | $1.40M | 0.05% | +145+5.6% | Added |
| SC&H Financial Advisors, Inc. | 2,723 | $1.40M | 0.19% | +10+0.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,707 | $1.39M | 0.03% | −3,274−54.7% | Reduced |
| Buckhead Capital Management LLC | 2,707 | $1.39M | 0.48% | −28−1.0% | Reduced |
| Legacy Edge Advisors, LLC | 2,705 | $1.39M | 0.13% | −118−4.2% | Reduced |
| Rothschild Investment LLC | 2,696 | $1.38M | 0.05% | +154+6.1% | Added |
| Oakworth Capital, Inc. | 2,691 | $1.38M | 0.07% | +151+5.9% | Added |
| Beaumont Financial Advisors, LLC | 2,685 | $1.38M | 0.09% | −433−13.9% | Reduced |
| Gateway Wealth Partners, LLC | 2,673 | $1.37M | 0.08% | −1,627−37.8% | Reduced |
| Tectonic Advisors LLC | 2,671 | $1.37M | 0.07% | +71+2.7% | Added |
| Pointe Capital Management LLC | 2,669 | $1.37M | 0.61% | +64+2.5% | Added |
| Sym Financial Corp | 2,669 | $1.37M | 0.11% | −1,424−34.8% | Reduced |
| First Heartland Consultants, Inc. | 2,663 | $1.37M | 0.09% | +10+0.4% | Added |
| Wall Street Access Asset Management, LLC | 2,657 | $1.36M | 0.19% | +2,304+652.7% | Added |
| Legacy Advisors, LLC | 2,654 | $1.36M | 0.13% | −44−1.6% | Reduced |
| SmartHarvest Portfolios, LLC | 2,651 | $1.36M | 0.44% | +85+3.3% | Added |
| Regatta Capital Group, LLC | 2,650 | $1.36M | 0.18% | −59−2.2% | Reduced |
| NWF Advisory Services Inc. | 2,646 | $1.36M | 0.13% | −4−0.2% | Reduced |
| Twin City Private Wealth, LLC | 2,642 | $1.36M | 0.95% | +20+0.8% | Added |
| Howard Financial Services, Ltd. | 2,637 | $1.35M | 0.14% | +70+2.7% | Added |
| Perennial Investment Advisors, LLC | 2,634 | $1.35M | 0.09% | +162+6.6% | Added |
| Amarillo National Bank | 2,631 | $1.35M | 0.22% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,629 | $1.35M | 0.12% | −1,076−29.0% | Reduced |
| Naples Global Advisors, LLC | 2,629 | $1.35M | 0.08% | −25−0.9% | Reduced |
| Cape Investment Advisory, Inc. | 2,627 | $1.35M | 0.36% | −150−5.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,625 | $1.35M | 0.12% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 2,388 | $1.34M | 0.20% | +75+3.2% | Added |
| AlphaStar Capital Management, LLC | 2,615 | $1.34M | 0.09% | +271+11.6% | Added |
| Camelot Portfolios, LLC | 2,608 | $1.34M | 0.95% | +1,577+153.0% | Added |
| Asset Planning,Inc | 2,588 | $1.33M | 0.86% | −125−4.6% | Reduced |
| Legato Capital Management LLC | 2,580 | $1.33M | 0.11% | −1,839−41.6% | Reduced |
| Fielder Capital Group LLC | 2,578 | $1.32M | 0.29% | +23+0.9% | Added |