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
Q3 2026 data is still coming in: 10 institutions have reported holding MA so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Global Assets Advisory, LLC | 1,647 | $865.7K | 0.19% | −942−36.4% | Reduced |
| Carr Financial Group Corp | 1,685 | $865.3K | 0.20% | +11+0.7% | Added |
| Portland Investment Counsel Inc. | 1,682 | $863.9K | 0.24% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,680 | $862.9K | 0.13% | −65−3.7% | Reduced |
| LifeSteps Financial, Inc. | 1,679 | $862.4K | 0.40% | +428+34.2% | Added |
| Legacy Trust | 1,675 | $860.3K | 0.15% | +555+49.6% | Added |
| Cape Cod Five Cents Savings Bank | 1,675 | $860.3K | 0.07% | +1,675 | New |
| Bernicke Wealth Management, Ltd. | 1,674 | $859.8K | 0.10% | +29+1.8% | Added |
| Old Port Advisors | 1,672 | $858.7K | 0.17% | −41−2.4% | Reduced |
| Strong Retirement Solutions LLC | 1,671 | $858.2K | 0.51% | −437−20.7% | Reduced |
| Lazari Capital Management, Inc. | 1,667 | $856.3K | 0.26% | −87−5.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,666 | $855.7K | 0.13% | −196−10.5% | Reduced |
| Silphium Asset Management Ltd | 1,663 | $854.1K | 0.29% | +170+11.4% | Added |
| Samara Investment Management, LLC | 1,661 | $853.1K | 0.78% | −58−3.4% | Reduced |
| VELA Investment Management, LLC | 1,661 | $853.1K | 0.21% | +703+73.4% | Added |
| Nilsine Partners, LLC | 1,660 | $852.4K | 0.06% | −82−4.7% | Reduced |
| Trust Co of the South | 1,656 | $850.5K | 0.12% | +168+11.3% | Added |
| Lantz Financial LLC | 1,656 | $850.4K | 0.16% | −49−2.9% | Reduced |
| Tevis Investment Management | 1,655 | $850.0K | 0.47% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,654 | $849.5K | 0.22% | +28+1.7% | Added |
| Monument Capital Management | 1,646 | $845.5K | 0.17% | −61−3.6% | Reduced |
| Atticus Wealth Management, LLC | 1,645 | $845.0K | 0.20% | +44+2.7% | Added |
| Paladin Advisory Group, LLC | 1,640 | $842.3K | 0.56% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 1,639 | $841.5K | 0.65% | +46+2.9% | Added |
| Genesis Private Wealth, LLC | 1,634 | $839.3K | 0.24% | −146−8.2% | Reduced |
| Stonebrook Private Inc. | 1,633 | $838.9K | 0.15% | −87−5.1% | Reduced |
| Canvas Wealth Advisors, LLC | 1,633 | $838.7K | 0.12% | −29−1.7% | Reduced |
| XML Financial, LLC | 1,629 | $836.7K | 0.06% | +97+6.3% | Added |
| Pines Wealth Management, LLC | 1,628 | $836.1K | 0.24% | −77−4.5% | Reduced |
| Auxano Advisors, LLC | 1,625 | $834.8K | 0.16% | −54−3.2% | Reduced |
| Golden Reserve Retirement LLC | 1,625 | $834.6K | 0.13% | +821+102.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,623 | $833.4K | 0.39% | +31+1.9% | Added |
| Great Diamond Partners, LLC | 1,622 | $833.1K | 0.14% | −111−6.4% | Reduced |
| Terry L. Blaker | 1,621 | $832.5K | 0.03% | −315−16.3% | Reduced |
| Wedgewood Investors Inc | 1,620 | $832.0K | 0.85% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,616 | $830.0K | 0.30% | −62−3.7% | Reduced |
| Baron Wealth Management LLC | 1,612 | $828.1K | 0.21% | +253+18.6% | Added |
| Aspetuck Financial Management LLC | 1,610 | $826.9K | 0.49% | +104+6.9% | Added |
| First Interstate Bank | 1,610 | $826.9K | 0.04% | +471+41.4% | Added |
| Costello Asset Management, INC | 1,605 | $824.3K | 0.25% | −132−7.6% | Reduced |
| Prentiss Smith & Co Inc | 1,605 | $824.3K | 0.45% | 00.0% | Unchanged |
| 1248 Management, LLC | 1,604 | $823.8K | 0.32% | +1,089+211.5% | Added |
| LaSalle St. Investment Advisors, LLC | 1,602 | $822.7K | 0.10% | +31+2.0% | Added |
| Paragon Private Wealth Management, LLC | 1,598 | $820.8K | 0.21% | +50+3.2% | Added |
| Prosperity Financial Group, Inc. | 1,595 | $819.3K | 0.25% | −133−7.7% | Reduced |
| X-Square Capital, LLC | 1,594 | $819.0K | 0.21% | −40−2.4% | Reduced |
| Banco BTG Pactual S.A. | 1,590 | $816.6K | 0.11% | +633+66.1% | Added |
| Belleair Asset Management, LLC | 1,586 | $814.6K | 0.69% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 1,584 | $813.5K | 0.45% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,582 | $813.0K | 0.33% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,579 | $811.0K | 0.07% | −167−9.6% | Reduced |
| Landing Point Financial Group, LLC | 1,578 | $810.5K | 0.28% | +1+0.1% | Added |
| Simplify Asset Management Inc. | 1,577 | $809.9K | 0.01% | +51+3.3% | Added |
| Juncture Wealth Strategies, LLC | 1,575 | $808.9K | 0.21% | +1,575 | New |
| Key Financial Inc | 1,574 | $808.4K | 0.13% | −18−1.1% | Reduced |
| Victrix Investment Advisors | 1,573 | $807.7K | 0.34% | +14+0.9% | Added |
| BXM Wealth LLC | 1,570 | $806.4K | 0.44% | 00.0% | Unchanged |
| Abound Financial, LLC | 1,570 | $806.2K | 0.32% | −96−5.8% | Reduced |
| Quantum Financial Advisors, LLC | 1,569 | $805.9K | 0.08% | −24−1.5% | Reduced |
| Claro Advisors LLC | 1,567 | $805.1K | 0.08% | +63+4.2% | Added |
| McLaughlin Asset Management, Inc. | 1,566 | $804.3K | 0.55% | −77−4.7% | Reduced |
| Plan A Wealth LLC | 1,565 | $803.8K | 0.34% | +159+11.3% | Added |
| Prescott Group Capital Management, L.L.C. | 1,565 | $803.8K | 0.07% | +771+97.1% | Added |
| George Kaiser Family Foundation | 1,565 | $803.8K | 0.08% | +771+97.1% | Added |
| Advance Capital Management, Inc. | 1,561 | $801.8K | 0.03% | −32−2.0% | Reduced |
| Byrne Asset Management LLC | 1,560 | $801.2K | 0.44% | −5−0.3% | Reduced |
| Bridgefront Capital, LLC | 1,559 | $800.7K | 0.21% | −2,526−61.8% | Reduced |
| Five Oceans Advisors | 1,558 | $800.2K | 0.26% | −3−0.2% | Reduced |
| Seven Mile Advisory | 1,555 | $798.6K | 0.54% | −248−13.8% | Reduced |
| MainStreet Investment Advisors LLC | 1,553 | $797.6K | 0.11% | −79−4.8% | Reduced |
| Van Den Berg Management I, Inc | 1,553 | $797.6K | 0.17% | −35−2.2% | Reduced |
| Greenspring Advisors, LLC | 1,552 | $797.2K | 0.04% | +197+14.5% | Added |
| Ariadne Wealth Management, LP | 1,549 | $795.6K | 0.35% | +54+3.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,548 | $795.1K | 0.04% | −113−6.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,547 | $794.5K | 0.06% | +65+4.4% | Added |
| United Advisor Group, LLC | 1,546 | $794.3K | 0.08% | +51+3.4% | Added |
| Crescent Sterling, Ltd. | 1,546 | $794.0K | 0.71% | +60+4.0% | Added |
| Unique Wealth, LLC | 1,543 | $792.5K | 0.09% | −399−20.5% | Reduced |
| Matrix Trust Co | 1,542 | $792.0K | 0.11% | +316+25.8% | Added |
| Collective Family Office LLC | 1,541 | $791.5K | 0.16% | −25−1.6% | Reduced |
| Generali Investments, Management Co LLC | 1,537 | $789.4K | 0.17% | 00.0% | Unchanged |
| Cane Capital Partners, LLC | 1,536 | $788.9K | 0.32% | −1,032−40.2% | Reduced |
| Andrews Advisory Associates, LLC | 1,534 | $787.9K | 0.38% | +138+9.9% | Added |
| Means Investment Co., Inc. | 1,533 | $787.4K | 0.06% | −2,736−64.1% | Reduced |
| Sivia Capital Partners, LLC | 1,528 | $784.8K | 0.10% | +759+98.7% | Added |
| 1776 Wealth LLC | 1,526 | $783.8K | 0.28% | 00.0% | Unchanged |
| Arsenal Capital Advisors LLC | 1,525 | $783.2K | 0.46% | −24−1.5% | Reduced |
| Magnus Financial Group LLC | 1,523 | $782.4K | 0.06% | +108+7.6% | Added |
| Argus Investors' Counsel, Inc. | 1,522 | $781.8K | 0.60% | −5−0.3% | Reduced |
| GLOBALT Investments LLC | 1,521 | $781.2K | 0.03% | −10,456−87.3% | Reduced |
| Sand Hill Global Advisors, LLC | 1,520 | $780.8K | 0.02% | +51+3.5% | Added |
| SFMG, LLC | 1,519 | $780.1K | 0.05% | +67+4.6% | Added |
| Wheelhouse Advisory Group LLC | 1,517 | $779.3K | 0.22% | +170+12.6% | Added |
| DT Investment Partners, LLC | 1,517 | $779.1K | 0.06% | +30+2.0% | Added |
| Wealth Dimensions Group, Ltd. | 1,516 | $778.4K | 0.14% | +19+1.3% | Added |
| First National Bank of Hutchinson | 1,514 | $777.6K | 0.43% | −46−2.9% | Reduced |
| Ashton Thomas Securities, LLC | 1,523 | $777.1K | 0.11% | +168+12.4% | Added |
| KLCM Advisors, Inc. | 1,511 | $776.0K | 0.06% | +8+0.5% | Added |
| Diversified Portfolios, Inc. | 1,506 | $773.5K | 0.06% | +36+2.4% | Added |
| Nova R Wealth, Inc. | 1,503 | $772.1K | 0.23% | −46−3.0% | Reduced |