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 |
|---|---|---|---|---|---|
| Northern Financial Advisors Inc | 2,212 | $1.14M | 0.75% | −76−3.3% | Reduced |
| Money Concepts Capital Corp | 2,211 | $1.14M | 0.05% | −8−0.4% | Reduced |
| Crusonia Wealth Advisors LLC | 2,209 | $1.13M | 0.19% | +184+9.1% | Added |
| Crux Wealth Advisors | 2,203 | $1.13M | 0.39% | −111−4.8% | Reduced |
| Crawford Investment Counsel Inc | 2,202 | $1.13M | 0.02% | +22+1.0% | Added |
| Onefund, LLC | 2,201 | $1.13M | 0.64% | −52−2.3% | Reduced |
| Atwater Malick LLC | 2,192 | $1.13M | 0.25% | +136+6.6% | Added |
| Scharf Investments, LLC | 2,190 | $1.13M | 0.04% | −1,105−33.5% | Reduced |
| FSM Wealth Advisors, LLC | 2,188 | $1.12M | 0.12% | +43+2.0% | Added |
| Financial Management Network Inc | 2,065 | $1.12M | 0.16% | −45−2.1% | Reduced |
| Jacobsen Capital Management | 2,179 | $1.12M | 0.33% | −32−1.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,175 | $1.12M | 0.24% | −3,301−60.3% | Reduced |
| Seeds Investor LLC | 2,173 | $1.12M | 0.11% | −214−9.0% | Reduced |
| MWA Asset Management | 2,170 | $1.11M | 0.50% | −63−2.8% | Reduced |
| PCB Capital LLC | 2,167 | $1.11M | 1.36% | +96+4.6% | Added |
| Capital Advisors Inc | 2,161 | $1.11M | 0.02% | −32−1.5% | Reduced |
| IMA Wealth, Inc. | 2,160 | $1.11M | 0.07% | +341+18.7% | Added |
| Hayek Kallen Investment Management | 2,159 | $1.11M | 0.34% | +198+10.1% | Added |
| Vann Equity Management LLC | 2,159 | $1.11M | 0.67% | −39−1.8% | Reduced |
| Connecticut Wealth Management, LLC | 2,155 | $1.11M | 0.04% | −18−0.8% | Reduced |
| Challenger Wealth Management | 2,152 | $1.11M | 0.81% | −77−3.5% | Reduced |
| Spirit of America Management Corp | 2,150 | $1.10M | 0.21% | −300−12.2% | Reduced |
| Wincap Financial LLC | 2,148 | $1.10M | 0.60% | +135+6.7% | Added |
| Lafayette Investments, Inc. | 2,146 | $1.10M | 0.20% | +1,480+222.2% | Added |
| Northbridge Financial Group, LLC | 2,144 | $1.10M | 0.42% | +135+6.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,143 | $1.10M | 0.16% | +653+43.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,143 | $1.10M | 0.98% | +2,143 | New |
| First Western Trust Bank | 2,139 | $1.10M | 0.05% | +3+0.1% | Added |
| Castleview Partners, LLC | 2,138 | $1.10M | 0.48% | +17+0.8% | Added |
| Richard W. Paul & Associates, LLC | 2,137 | $1.10M | 0.34% | +58+2.8% | Added |
| Prentice Wealth Management LLC | 2,131 | $1.09M | 0.23% | −3−0.1% | Reduced |
| Redwood Investment Management, LLC | 2,130 | $1.09M | 0.11% | +148+7.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,128 | $1.09M | 0.07% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 2,127 | $1.09M | 0.27% | −320−13.1% | Reduced |
| Manhattan West Asset Management, LLC | 2,127 | $1.09M | 0.18% | 00.0% | Unchanged |
| Western Financial Corp | 2,127 | $1.09M | 0.32% | +67+3.3% | Added |
| CCG Wealth Management, LLC | 2,124 | $1.09M | 0.25% | +86+4.2% | Added |
| Boreal Capital Management LLC | 2,118 | $1.09M | 0.81% | −66−3.0% | Reduced |
| Invariant Investment Management | 2,033 | $1.08M | 0.64% | +380+23.0% | Added |
| Foster Group, Inc. | 2,104 | $1.08M | 0.03% | +21+1.0% | Added |
| Hennessy Advisors Inc | 2,100 | $1.08M | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,094 | $1.08M | 0.10% | +1,106+111.9% | Added |
| Fortis Capital Advisors, LLC | 2,089 | $1.07M | 0.12% | +51+2.5% | Added |
| Solstein Capital, LLC | 2,087 | $1.07M | 0.37% | −47−2.2% | Reduced |
| D.B. Root & Company, LLC | 2,086 | $1.07M | 0.23% | −94−4.3% | Reduced |
| Granite Harbor Advisors, Inc. | 2,085 | $1.07M | 0.42% | +80+4.0% | Added |
| Diametric Capital, LP | 2,085 | $1.07M | 0.11% | +2,085 | New |
| Astoria Portfolio Advisors LLC. | 2,084 | $1.07M | 0.18% | +362+21.0% | Added |
| Forza Wealth Management, LLC | 2,078 | $1.07M | 0.33% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,077 | $1.07M | 0.28% | −2−0.1% | Reduced |
| Chung Wu Investment Group, LLC | 2,075 | $1.07M | 0.70% | −20−1.0% | Reduced |
| Peterson Wealth Management | 2,075 | $1.07M | 0.50% | +129+6.6% | Added |
| Nvest Financial, LLC | 2,074 | $1.07M | 0.34% | +237+12.9% | Added |
| Beverly Hills Private Wealth, LLC | 2,073 | $1.06M | 0.20% | −1,852−47.2% | Reduced |
| Stiles Financial Services Inc | 2,070 | $1.06M | 0.27% | +32+1.6% | Added |
| Transamerica Financial Advisors, Inc. | 2,066 | $1.06M | 0.09% | +187+10.0% | Added |
| SHP Wealth Management | 2,061 | $1.06M | 0.07% | +35+1.7% | Added |
| Werba Rubin Papier Wealth Management | 2,061 | $1.06M | 0.13% | +71+3.6% | Added |
| Zhang Financial LLC | 2,059 | $1.06M | 0.03% | +51+2.5% | Added |
| AssuredPartners Investment Advisors, LLC | 2,058 | $1.06M | 0.10% | +10.0% | Added |
| Disciplined Equity Management, Inc. | 2,057 | $1.06M | 0.47% | +53+2.6% | Added |
| Private Wealth Asset Management, LLC | 2,053 | $1.05M | 0.10% | −425−17.2% | Reduced |
| Lee Financial Co | 2,050 | $1.05M | 0.13% | 00.0% | Unchanged |
| Alpha Family Trust | 2,050 | $1.05M | 0.42% | 00.0% | Unchanged |
| Wealth Intelligence, LLC | 2,049 | $1.05M | 0.49% | −830−28.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,042 | $1.05M | 0.19% | −28−1.4% | Reduced |
| Knuff & Co LLC | 2,040 | $1.05M | 0.27% | +391+23.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,038 | $1.05M | 0.12% | −157−7.2% | Reduced |
| Stonebridge Financial Group, LLC | 2,038 | $1.05M | 0.14% | +2,038 | New |
| Net Worth Advisory Group | 2,036 | $1.05M | 0.26% | +1,343+193.8% | Added |
| Hansen & Associates Financial Group, Inc. | 1,953 | $1.04M | 0.60% | +37+1.9% | Added |
| Doliver Advisors, LP | 2,025 | $1.04M | 0.24% | −230−10.2% | Reduced |
| St Germain D J Co Inc | 2,016 | $1.04M | 0.04% | +39+2.0% | Added |
| Dividend Assets Capital, LLC | 2,010 | $1.03M | 0.20% | +307+18.0% | Added |
| Range Advisory, LLC | 2,004 | $1.03M | 0.12% | +246+14.0% | Added |
| EPG Wealth Management LLC | 1,999 | $1.03M | 0.25% | −461−18.7% | Reduced |
| Compagnie Lombard Odier SCmA | 1,995 | $1.02M | 0.01% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 1,995 | $1.02M | 0.46% | +1,715+612.5% | Added |
| Flagship Wealth Advisors, LLC | 1,991 | $1.02M | 0.23% | +1,400+236.9% | Added |
| Barden Capital Management, Inc. | 1,989 | $1.02M | 0.94% | −2,216−52.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,989 | $1.02M | 0.72% | +21+1.1% | Added |
| Red Door Wealth Management, LLC | 1,988 | $1.02M | 0.09% | +537+37.0% | Added |
| Convergence Financial, LLC | 1,980 | $1.02M | 0.08% | −44−2.2% | Reduced |
| Sunflower Bank, N.A. | 1,974 | $1.01M | 0.24% | +51+2.7% | Added |
| Valley Brook Capital Group | 1,973 | $1.01M | 0.57% | +15+0.8% | Added |
| Chancellor Financial Group WB LP | 1,968 | $1.01M | 0.63% | −6−0.3% | Reduced |
| Strategic Investment Advisors | 1,968 | $1.01M | 0.06% | +83+4.4% | Added |
| Whelan Financial | 1,966 | $1.01M | 0.27% | +105+5.6% | Added |
| MSH Capital Advisors LLC | 1,963 | $1.01M | 0.18% | +1,230+167.8% | Added |
| Ticino Wealth | 1,960 | $1.01M | 0.32% | +374+23.6% | Added |
| Aristides Capital LLC | 1,958 | $1.01M | 0.26% | +150+8.3% | Added |
| Veracity Capital LLC | 1,956 | $1.00M | 0.27% | −33−1.7% | Reduced |
| Rossby Financial, LCC | 1,953 | $1.00M | 0.18% | +91+4.9% | Added |
| Amussen Hunsaker Associates LLC | 1,951 | $1.00M | 0.10% | −328−14.4% | Reduced |
| Washington Trust Co | 1,948 | $1.00M | 0.03% | +59+3.1% | Added |
| Bingham Private Wealth, LLC | 1,946 | $999.3K | 0.69% | +221+12.8% | Added |
| Womack Financial LLC | 1,945 | $999.0K | 0.66% | −53−2.7% | Reduced |
| McLean Asset Management Corp | 1,738 | $995.9K | 0.13% | −9−0.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,939 | $995.9K | 0.24% | −4,950−71.9% | Reduced |
| Aries Wealth Management | 1,939 | $995.9K | 0.20% | 00.0% | Unchanged |