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 |
|---|---|---|---|---|---|
| Occidental Asset Management, LLC | 1,936 | $994.6K | 0.10% | −55−2.8% | Reduced |
| Stokes Family Office, LLC | 1,934 | $993.3K | 0.12% | −312−13.9% | Reduced |
| Guardian Capital, LLC | 1,929 | $990.8K | 0.81% | −212−9.9% | Reduced |
| Hobart Private Capital, LLC | 1,926 | $989.2K | 0.17% | −118−5.8% | Reduced |
| New Republic Capital, LLC | 1,924 | $988.3K | 0.23% | −6,828−78.0% | Reduced |
| DDFG, Inc | 1,919 | $985.5K | 0.20% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,915 | $983.7K | 0.16% | −102−5.1% | Reduced |
| Indiana Trust & Investment Management CO | 1,913 | $982.5K | 0.27% | −505−20.9% | Reduced |
| Core Wealth Partners LLC | 1,911 | $981.5K | 0.42% | −464−19.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,904 | $977.7K | 0.15% | −32−1.7% | Reduced |
| Canal Capital Management, LLC | 1,903 | $977.6K | 0.12% | +45+2.4% | Added |
| Anchyra Partners LLC | 1,902 | $976.9K | 0.23% | −444−18.9% | Reduced |
| FFT Wealth Management LLC | 1,901 | $976.4K | 0.15% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 1,900 | $976.0K | 0.09% | +1,900 | New |
| Violich Capital Management, Inc. | 1,900 | $975.8K | 0.11% | −8,288−81.4% | Reduced |
| True North Advisors, LLC | 1,898 | $974.9K | 0.09% | −14−0.7% | Reduced |
| Lincoln Capital Corp | 1,897 | $974.4K | 0.32% | −7−0.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,896 | $973.9K | 0.32% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,894 | $972.6K | 0.04% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 1,881 | $966.1K | 0.58% | −63−3.2% | Reduced |
| New Capital Management LP | 1,875 | $963.1K | 0.22% | +20+1.1% | Added |
| Griffin Asset Management, Inc. | 1,875 | $963.0K | 0.10% | −93−4.7% | Reduced |
| South Shore Capital Advisors | 1,874 | $962.3K | 0.64% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,871 | $960.9K | 0.36% | −2−0.1% | Reduced |
| United Community Bank | 1,868 | $959.4K | 0.30% | −23−1.2% | Reduced |
| Glass Wealth Management Co LLC | 1,867 | $958.9K | 0.32% | +192+11.5% | Added |
| Radnor Capital Management, LLC | 1,862 | $956.3K | 0.13% | −35−1.8% | Reduced |
| CM Wealth Advisors LLC | 1,862 | $956.3K | 0.17% | +205+12.4% | Added |
| Detalus Advisors, LLC | 1,857 | $953.9K | 0.19% | −501−21.2% | Reduced |
| Traphagen Investment Advisors LLC | 1,857 | $953.7K | 0.07% | −27−1.4% | Reduced |
| Cadinha & Co LLC | 1,842 | $946.1K | 0.14% | +62+3.5% | Added |
| Berkshire Bank | 1,841 | $945.5K | 0.18% | −2−0.1% | Reduced |
| MBL Wealth, LLC | 1,840 | $945.0K | 0.06% | −172−8.5% | Reduced |
| Peoples Bank | 1,837 | $943.5K | 0.92% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,837 | $943.5K | 0.06% | +27+1.5% | Added |
| Annex Advisory Services, LLC | 1,836 | $942.6K | 0.02% | −19−1.0% | Reduced |
| Saiph Capital, LLC | 1,835 | $942.5K | 0.28% | +374+25.6% | Added |
| Oarsman Capital, Inc. | 1,833 | $941.4K | 0.10% | +216+13.4% | Added |
| Northstar Financial Companies, Inc. | 1,831 | $940.3K | 0.63% | +3+0.2% | Added |
| Ambassador Advisors, LLC | 1,830 | $940.0K | 0.11% | −82−4.3% | Reduced |
| Ducere Wealth Management LLC | 1,823 | $936.4K | 0.28% | −4,013−68.8% | Reduced |
| Alesco Advisors LLC | 1,820 | $934.8K | 0.02% | −2,213−54.9% | Reduced |
| Southern Michigan Bank & Trust | 1,819 | $934.2K | 0.33% | −41−2.2% | Reduced |
| Johnson & White Wealth Management, LLC | 1,819 | $934.2K | 0.35% | −43−2.3% | Reduced |
| Inscription Capital, LLC | 1,818 | $933.6K | 0.08% | +69+3.9% | Added |
| E&G Advisors, LP | 1,817 | $933.2K | 0.18% | −5−0.3% | Reduced |
| Independence Wealth Advisors, LLC | 1,816 | $932.9K | 0.47% | −109−5.7% | Reduced |
| Strategic Blueprint, LLC | 1,814 | $931.9K | 0.05% | −1,394−43.5% | Reduced |
| August Group Capital Ltd | 1,813 | $930.6K | 1.02% | −76−4.0% | Reduced |
| FJ Capital Management LLC | 1,810 | $929.6K | 0.12% | +292+19.2% | Added |
| LCNB Corp | 1,808 | $928.6K | 0.28% | −9−0.5% | Reduced |
| Sterling Investment Counsel, LLC | 1,806 | $927.6K | 0.22% | −16−0.9% | Reduced |
| Augustine Asset Management Inc | 1,805 | $927.0K | 0.19% | +5+0.3% | Added |
| May Hill Capital, LLC | 1,800 | $924.5K | 0.19% | +230+14.6% | Added |
| Alpine Bank Wealth Management | 1,795 | $921.9K | 0.12% | −1−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,794 | $921.4K | 0.11% | −132−6.9% | Reduced |
| Root Financial Partners, LLC | 1,789 | $919.0K | 0.04% | −495−21.7% | Reduced |
| Values Added Financial LLC | 1,787 | $917.8K | 0.33% | +31+1.8% | Added |
| Navigation Group, LLC | 1,786 | $917.3K | 0.18% | +1+0.1% | Added |
| Brandywine Managers, LLC | 1,785 | $916.8K | 0.45% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,784 | $916.3K | 0.09% | +36+2.1% | Added |
| Vision Capital Management, Inc. | 1,782 | $915.3K | 0.10% | +913+105.1% | Added |
| FLC Capital Advisors | 1,781 | $914.7K | 0.15% | −10−0.6% | Reduced |
| Rhodes Investment Advisors Inc | 1,781 | $914.7K | 0.67% | +146+8.9% | Added |
| WealthPLAN Partners, LLC | 1,779 | $913.6K | 0.17% | −1,772−49.9% | Reduced |
| AA Financial Advisors, LLC | 1,778 | $913.2K | 0.11% | +745+72.1% | Added |
| BankChampaign, National Association | 1,776 | $912.2K | 0.70% | +85+5.0% | Added |
| Florida Financial Advisors, LLC | 1,772 | $911.0K | 0.15% | −270−13.2% | Reduced |
| Crestmont Private Wealth LLC | 1,768 | $908.0K | 0.25% | +292+19.8% | Added |
| XTX Topco Ltd | 1,761 | $904.5K | 0.01% | +1,761 | New |
| Secured Retirement Advisors, LLC | 1,761 | $904.2K | 0.46% | +4+0.2% | Added |
| Larry Mathis Financial Planning, LLC | 1,753 | $900.3K | 0.69% | −172−8.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,740 | $894.9K | 0.33% | +131+8.1% | Added |
| Silicon Valley Capital Partners | 1,742 | $894.8K | 0.07% | +3+0.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 1,740 | $893.7K | 0.04% | +660+61.1% | Added |
| Brady Family Wealth, LLC | 1,735 | $891.1K | 0.26% | −114−6.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,732 | $889.6K | 0.02% | −7−0.4% | Reduced |
| Trustmark National Bank Trust Department | 1,728 | $887.5K | 0.05% | −50−2.8% | Reduced |
| Werlinich Asset Management, LLC | 1,728 | $887.5K | 0.34% | +25+1.5% | Added |
| Baker Ellis Asset Management LLC | 1,727 | $887.2K | 0.09% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,725 | $885.7K | 0.14% | +207+13.6% | Added |
| KC Investment Advisors, LLC | 1,724 | $885.6K | 0.17% | −278−13.9% | Reduced |
| PFC Capital Group, Inc. | 1,724 | $885.0K | 0.34% | −50−2.8% | Reduced |
| Diligent Investors, LLC | 1,720 | $883.5K | 0.20% | +279+19.4% | Added |
| jvl associates llc | 1,713 | $879.8K | 0.25% | +215+14.4% | Added |
| Hara Capital LLC | 1,713 | $879.8K | 0.46% | 00.0% | Unchanged |
| Range Financial Group LLC | 1,710 | $878.3K | 0.24% | +102+6.3% | Added |
| Paul Damon & Associates, Inc. | 1,710 | $878.3K | 0.34% | +177+11.5% | Added |
| Clarendon Private LLC | 1,707 | $876.7K | 0.56% | −87−4.8% | Reduced |
| Reliant Investment Partners, LLC | 1,705 | $875.7K | 0.60% | −250−12.8% | Reduced |
| Argos Wealth Advisors, LLC | 1,705 | $875.7K | 0.23% | −37−2.1% | Reduced |
| Strategic Financial Services, Inc, | 1,702 | $874.1K | 0.04% | −70−4.0% | Reduced |
| Swiss Re Ltd | 1,701 | $873.6K | 0.08% | +1,454+588.7% | Added |
| Limestone Investment Advisors LP | 1,700 | $873.1K | 0.44% | −1,984−53.9% | Reduced |
| SkyOak Wealth, LLC | 1,700 | $873.1K | 0.14% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,699 | $872.6K | 0.19% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,698 | $872.0K | 0.02% | +592+53.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,694 | $869.0K | 0.00% | −236−12.2% | Reduced |
| Capital Investment Counsel, LLC | 1,691 | $868.5K | 0.11% | −12,130−87.8% | Reduced |
| Arcus Capital Partners, LLC | 1,688 | $867.0K | 0.36% | −94−5.3% | Reduced |