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 |
|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | 1,320 | $678.0K | 0.00% | +1,320 | New |
| Fund Advisors of America Inc | 1,318 | $676.8K | 0.61% | +7+0.5% | Added |
| Capital Performance Advisors LLP | 1,316 | $675.7K | 0.04% | −683−34.2% | Reduced |
| Keystone Financial Group | 1,315 | $675.2K | 0.04% | −6−0.5% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 1,314 | $674.8K | 0.28% | +380+40.7% | Added |
| Pennington Partners & Co., LLC | 1,313 | $674.3K | 0.22% | +270+25.9% | Added |
| Wealth Architects, LLC | 1,312 | $674.3K | 0.05% | +30+2.3% | Added |
| Becker Capital Management Inc | 1,312 | $673.8K | 0.02% | +119+10.0% | Added |
| Cauble & Harre Wealth Management, Inc. | 1,312 | $673.8K | 0.54% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 1,252 | $673.6K | 0.41% | −3,441−73.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,309 | $672.4K | 0.04% | −230−14.9% | Reduced |
| Atala Financial Inc | 1,307 | $671.3K | 0.41% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,307 | $671.2K | 0.12% | +10+0.8% | Added |
| GSB Wealth Management, LLC | 1,306 | $670.8K | 0.13% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 1,305 | $670.4K | 0.28% | +204+18.5% | Added |
| Fred Alger Management, LLC | 1,305 | $670.2K | 0.00% | −489−27.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,302 | $668.7K | 0.03% | −55−4.1% | Reduced |
| Wellington Shields & Co., LLC | 1,301 | $668.2K | 0.15% | −78−5.7% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,297 | $665.9K | 0.16% | +6+0.5% | Added |
| Wedge Capital Management L L P | 1,294 | $664.6K | 0.01% | −169−11.6% | Reduced |
| OneAscent Wealth Management LLC | 1,291 | $663.1K | 0.20% | +212+19.6% | Added |
| Parcion Private Wealth LLC | 1,283 | $658.9K | 0.04% | +37+3.0% | Added |
| Clarity Wealth Advisors, LLC | 1,282 | $658.6K | 0.12% | −50−3.8% | Reduced |
| Overbrook Management Corp | 1,282 | $658.4K | 0.10% | −225−14.9% | Reduced |
| Matisse Capital | 1,277 | $655.9K | 0.26% | −70−5.2% | Reduced |
| Summit Asset Management, LLC | 1,276 | $655.4K | 0.08% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 1,274 | $654.3K | 0.08% | +105+9.0% | Added |
| Latitude Advisors, LLC | 1,274 | $654.1K | 0.26% | −166−11.5% | Reduced |
| Amplius Wealth Advisors, LLC | 1,272 | $653.3K | 0.05% | +635+99.7% | Added |
| Barrett & Company, Inc. | 1,271 | $652.8K | 0.18% | +736+137.6% | Added |
| Invenio Wealth Partners LLC | 1,268 | $651.2K | 0.23% | +52+4.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,265 | $649.7K | 0.08% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,264 | $649.2K | 0.13% | +7+0.6% | Added |
| Nordwand Advisors, LLC | 1,260 | $647.1K | 0.10% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,242 | $645.7K | 0.07% | +272+28.0% | Added |
| Hexagon Capital Partners LLC | 1,257 | $645.6K | 0.09% | −12−0.9% | Reduced |
| ZWJ Investment Counsel Inc | 1,257 | $645.6K | 0.02% | −163−11.5% | Reduced |
| Berkshire Asset Management LLC | 1,257 | $645.4K | 0.03% | +71+6.0% | Added |
| Exchange Bank | 1,256 | $645.1K | 0.40% | +62+5.2% | Added |
| Gerber, LLC | 1,255 | $644.6K | 0.30% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,254 | $644.1K | 0.10% | −60−4.6% | Reduced |
| Retirement Planning Group | 1,252 | $642.9K | 0.02% | +111+9.7% | Added |
| Verum Partners LLC | 1,251 | $642.7K | 0.10% | +26+2.1% | Added |
| Meadowbrook Wealth Management, LLC | 1,230 | $642.6K | 0.69% | +70+6.0% | Added |
| Proathlete Wealth Management LLC | 1,250 | $642.4K | 0.16% | +2+0.2% | Added |
| Safeguard Investment Advisory Group, LLC | 1,248 | $641.1K | 0.15% | +88+7.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,247 | $640.6K | 0.02% | +125+11.1% | Added |
| Pine Harbor Wealth Management, LLC | 1,243 | $638.5K | 0.17% | 00.0% | Unchanged |
| Parthenon LLC | 1,243 | $638.4K | 0.07% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,241 | $637.4K | 0.04% | −89−6.7% | Reduced |
| AXA S.A. | 1,427 | $636.1K | 0.74% | +408+40.0% | Added |
| New Covenant Trust Company, N.A. | 1,238 | $635.8K | 0.48% | +63+5.4% | Added |
| Wallace Advisory Group, LLC | 1,238 | $635.8K | 0.60% | −409−24.8% | Reduced |
| Clare Market Investments LLC | 1,237 | $635.4K | 0.12% | −1−0.1% | Reduced |
| Cardiff Park Advisors, LLC | 1,236 | $635.0K | 0.05% | −36−2.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,237 | $635.0K | 0.22% | −271−18.0% | Reduced |
| Connective Portfolio Management, LLC | 1,235 | $634.3K | 1.06% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,232 | $633.0K | 0.30% | −45−3.5% | Reduced |
| LRI Investments, LLC | 1,232 | $632.9K | 0.05% | −178−12.6% | Reduced |
| Forum Financial Management, LP | 1,228 | $630.7K | 0.01% | +14+1.2% | Added |
| EJMK Ventures LLC | 1,226 | $629.7K | 0.29% | +64+5.5% | Added |
| KG&L Capital Management,LLC | 1,223 | $628.1K | 0.37% | −57−4.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 1,222 | $627.8K | 0.10% | −95−7.2% | Reduced |
| QTR Family Wealth, LLC | 1,222 | $627.6K | 0.22% | +139+12.8% | Added |
| Kera Capital Partners, Inc. | 1,220 | $626.6K | 0.06% | +465+61.6% | Added |
| US Asset Management LLC | 1,219 | $626.1K | 0.48% | 00.0% | Unchanged |
| Core Alternative Capital | 1,218 | $625.6K | 0.19% | +203+20.0% | Added |
| Wealth Management Associates, Inc. | 1,218 | $625.5K | 0.17% | −830−40.5% | Reduced |
| GW Henssler & Associates Ltd | 1,216 | $624.7K | 0.03% | −82−6.3% | Reduced |
| Rede Wealth, LLC | 1,216 | $624.3K | 0.21% | +1+0.1% | Added |
| Tradition Wealth Management, LLC | 1,215 | $624.0K | 0.04% | −57−4.5% | Reduced |
| Colonial Trust Co | 1,214 | $623.5K | 0.08% | −226−15.7% | Reduced |
| Integrity Advisory Solutions, LLC | 1,211 | $622.3K | 0.06% | +521+75.5% | Added |
| Wexford Capital LP | 1,208 | $620.4K | 0.09% | +780+182.2% | Added |
| Warren Street Wealth Advisors, LLC | 1,205 | $618.9K | 0.14% | +52+4.5% | Added |
| Mosley Wealth Management | 1,202 | $617.5K | 0.20% | +328+37.5% | Added |
| Baker Tilly Wealth Management, LLC | 1,202 | $617.4K | 0.13% | −68−5.4% | Reduced |
| Birch Financial Group, LLC | 1,200 | $616.1K | 0.32% | −489−29.0% | Reduced |
| Sound Income Strategies, LLC | 1,197 | $614.7K | 0.03% | +155+14.9% | Added |
| Lakeshore Capital Group, Inc. | 1,190 | $611.0K | 0.45% | +3+0.3% | Added |
| HMV Wealth Advisors, LLC | 1,189 | $610.7K | 0.24% | −5−0.4% | Reduced |
| Eagle Wealth Advisors LLC | 1,188 | $610.2K | 0.47% | −499−29.6% | Reduced |
| SPWM Advisors LLC | 1,120 | $608.8K | 0.56% | −320−22.2% | Reduced |
| Tradewinds, LLC. | 54,174 | $608.3K | 0.19% | +53,680+10,866.4% | Added |
| Boyd Watterson Asset Management LLC | 1,176 | $604.0K | 0.16% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 1,173 | $602.5K | 0.26% | +751+178.0% | Added |
| Brave Warrior Advisors, LLC | 1,172 | $601.9K | 0.01% | +750+177.7% | Added |
| Adelphi Trust Co | 1,169 | $600.4K | 0.40% | −305−20.7% | Reduced |
| Waddell & Associates, LLC | 1,168 | $599.9K | 0.03% | +387+49.6% | Added |
| TCFG Investment Advisors, LLC | 1,161 | $597.4K | 0.20% | +1+0.1% | Added |
| Trueblood Wealth Management, LLC | 1,162 | $596.7K | 0.21% | +20+1.8% | Added |
| Centerpoint Advisors, LLC | 1,160 | $596.0K | 0.17% | 00.0% | Unchanged |
| Prota Financial, LLC | 1,140 | $595.6K | 0.39% | +105+10.1% | Added |
| Patrick M Sweeney & Associates, Inc | 1,157 | $594.4K | 0.34% | +15+1.3% | Added |
| Citadel Investment Advisory, Inc. | 1,155 | $593.0K | 0.27% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,154 | $592.7K | 0.11% | +27+2.4% | Added |
| CWS Financial Advisors, LLC | 1,153 | $592.2K | 0.13% | +207+21.9% | Added |
| First Command Advisory Services, Inc. | 1,151 | $591.2K | 0.00% | −106−8.4% | Reduced |
| Wealthedge Investment Advisors, LLC | 1,149 | $590.4K | 0.20% | +157+15.8% | Added |
| Generation Capital Management LLC | 1,147 | $589.1K | 0.36% | 00.0% | Unchanged |