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 |
|---|---|---|---|---|---|
| Cerro Pacific Wealth Advisors LLC | 1,144 | $587.3K | 0.13% | +77+7.2% | Added |
| Foster & Motley Inc | 1,143 | $587.0K | 0.03% | −97−7.8% | Reduced |
| Richardson Financial Services Inc. | 1,142 | $586.5K | 0.33% | −1,334−53.9% | Reduced |
| Flagstone Financial Management | 1,140 | $585.5K | 0.13% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,140 | $585.5K | 0.10% | −60−5.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,139 | $585.0K | 0.07% | −8−0.7% | Reduced |
| Counterpoint Mutual Funds LLC | 1,136 | $583.5K | 0.06% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,132 | $581.4K | 0.07% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,131 | $581.0K | 0.21% | +41+3.8% | Added |
| Tannin Capital LLC | 1,131 | $580.9K | 0.38% | +1,131 | New |
| Zullo Investment Group, Inc. | 1,129 | $579.9K | 0.20% | −5−0.4% | Reduced |
| AMG Asset Management Group, Inc. | 1,127 | $578.9K | 0.36% | +55+5.1% | Added |
| Invera Wealth Advisors, LLC | 1,127 | $578.8K | 0.31% | +1,127 | New |
| Park National Corp | 1,124 | $577.3K | 0.02% | −46−3.9% | Reduced |
| Baker Boyer National Bank | 1,124 | $577.3K | 0.16% | −1−0.1% | Reduced |
| Sentinel Trust Co Lba | 1,124 | $577.0K | 0.05% | −280−19.9% | Reduced |
| Sandy Cove Advisors, LLC | 1,120 | $575.1K | 0.14% | +117+11.7% | Added |
| Talon Private Wealth, LLC | 1,117 | $573.7K | 0.07% | +1,117 | New |
| Summa Corp. | 1,115 | $572.7K | 0.18% | −610−35.4% | Reduced |
| Stronghold Wealth Management L.L.C. | 1,115 | $572.7K | 0.77% | +80+7.7% | Added |
| Wulff, Hansen & Co. | 1,115 | $572.7K | 0.44% | +135+13.8% | Added |
| Strathmore Capital Advisors, Inc. | 1,062 | $571.7K | 0.15% | −129−10.8% | Reduced |
| Financial Advisors Network, Inc. | 1,113 | $571.6K | 0.07% | +183+19.7% | Added |
| Firethorn Wealth Partners, LLC | 1,110 | $570.2K | 0.18% | +206+22.8% | Added |
| BCJ Capital Management, LLC | 1,109 | $569.8K | 0.03% | −3,325−75.0% | Reduced |
| Fortress Private Ledger, LLC | 1,109 | $569.6K | 0.16% | +410+58.7% | Added |
| TT Capital Management LLC | 1,108 | $569.1K | 0.44% | +1,108 | New |
| Darwin Advisors, LLC | 1,107 | $568.9K | 0.16% | +43+4.0% | Added |
| NTV Asset Management LLC | 1,106 | $568.0K | 0.06% | −152−12.1% | Reduced |
| Cheviot Value Management, LLC | 1,103 | $566.5K | 0.06% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 1,103 | $566.5K | 0.07% | −7−0.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,102 | $566.0K | 0.12% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,100 | $564.8K | 0.18% | +10+0.9% | Added |
| Catalyst Capital Advisors LLC | 1,099 | $564.4K | 0.01% | +468+74.2% | Added |
| KFG Wealth Management, LLC | 1,099 | $564.4K | 0.06% | +123+12.6% | Added |
| Clean Yield Group | 1,098 | $563.9K | 0.14% | −15−1.3% | Reduced |
| Ascension Capital Advisors, Inc. | 1,096 | $562.9K | 0.16% | −65−5.6% | Reduced |
| Redwood Financial Network Corp | 1,095 | $562.6K | 0.31% | +67+6.5% | Added |
| BDFS Capital LLC | 1,095 | $562.5K | 0.24% | +88+8.7% | Added |
| Phillips Financial Management, LLC | 1,095 | $562.4K | 0.04% | −71−6.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,094 | $562.0K | 0.11% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 1,094 | $561.9K | 0.48% | −48−4.2% | Reduced |
| Private Advisory Group LLC | 1,094 | $561.9K | 0.03% | +133+13.8% | Added |
| Heffernan Advisory, Inc | 1,094 | $561.9K | 0.47% | +200+22.4% | Added |
| KMT Wealth Management, LLC | 1,094 | $561.9K | 0.48% | +1,094 | New |
| Fortem Financial Group, LLC | 1,093 | $561.4K | 0.11% | −260−19.2% | Reduced |
| Betterment LLC | 1,092 | $561.0K | 0.00% | −43−3.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,091 | $560.3K | 0.04% | +504+85.9% | Added |
| Nadler Financial Group, Inc. | 1,090 | $559.8K | 0.05% | +1+0.1% | Added |
| Alliance Wealth Advisors, LLC | 1,090 | $559.8K | 0.22% | −100−8.4% | Reduced |
| Fortitude Family Office, LLC | 1,090 | $559.6K | 0.11% | −8−0.7% | Reduced |
| Victory Financial Group, LLC | 1,082 | $555.7K | 0.06% | −432−28.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,081 | $555.2K | 0.04% | −332−23.5% | Reduced |
| Diversified Management Inc | 1,073 | $551.1K | 0.12% | −391−26.7% | Reduced |
| Crown Wealth Group, LLC | 1,073 | $551.1K | 0.14% | +41+4.0% | Added |
| Collaborative Capital Advisors LLC | 1,073 | $551.1K | 0.35% | +1,073 | New |
| Essex LLC | 1,072 | $550.7K | 0.08% | −191−15.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,072 | $550.6K | 0.07% | +50+4.9% | Added |
| Simon Quick Advisors, LLC | 1,072 | $550.6K | 0.02% | −74−6.5% | Reduced |
| Heritage Investment Group, Inc. | 1,072 | $550.4K | 0.07% | −33−3.0% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,071 | $549.9K | 0.43% | −146−12.0% | Reduced |
| Hardworking Capital Advisors, LLC | 1,070 | $549.6K | 0.45% | +36+3.5% | Added |
| CFS Investment Advisory Services, LLC | 1,018 | $549.1K | 0.04% | −82−7.5% | Reduced |
| Discipline Wealth Solutions, LLC | 1,066 | $547.5K | 0.05% | +50+4.9% | Added |
| 180 Wealth Advisors, LLC | 1,065 | $547.1K | 0.05% | +10+0.9% | Added |
| Rise Advisors, LLC | 1,064 | $546.5K | 0.15% | +28+2.7% | Added |
| Abacus Wealth Partners, LLC | 1,064 | $546.5K | 0.06% | −1,418−57.1% | Reduced |
| Financial Advisory Service, Inc. | 1,064 | $546.3K | 0.03% | −73−6.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,063 | $545.9K | 0.21% | −25−2.3% | Reduced |
| NorthStar Asset Management LLC | 1,062 | $545.6K | 0.22% | −171−13.9% | Reduced |
| Noble Wealth Management PBC | 1,062 | $545.4K | 0.25% | −42−3.8% | Reduced |
| Entelevest, LLC | 1,059 | $543.9K | 0.48% | −3−0.3% | Reduced |
| RAM Investment Partners, LLC | 1,059 | $543.8K | 0.09% | −13−1.2% | Reduced |
| Impact Partnership Wealth, LLC | 1,057 | $542.9K | 0.05% | +213+25.2% | Added |
| CAP Partners, LLC | 1,056 | $542.3K | 0.27% | −16−1.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,056 | $542.2K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,055 | $542.0K | 0.49% | −22−2.0% | Reduced |
| Mason & Associates Inc | 1,054 | $541.2K | 0.09% | −104−9.0% | Reduced |
| Apollon Financial, LLC | 1,053 | $540.7K | 0.06% | +29+2.8% | Added |
| Haven Private, LLC | 1,051 | $539.8K | 0.21% | −125−10.6% | Reduced |
| Manchester Financial Inc | 1,049 | $538.7K | 0.10% | +12+1.2% | Added |
| Townsend & Associates, Inc | 981 | $537.0K | 0.05% | −4−0.4% | Reduced |
| Founders Capital Management, LLC | 1,045 | $536.7K | 0.08% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,044 | $536.2K | 0.11% | +55+5.6% | Added |
| RVW Wealth, LLC | 1,044 | $536.0K | 0.04% | −27−2.5% | Reduced |
| Pacitti Group Inc. | 1,042 | $535.3K | 0.17% | −17−1.6% | Reduced |
| Verity & Verity, LLC | 1,042 | $535.2K | 0.04% | +97+10.3% | Added |
| Kanawha Capital Management LLC | 1,041 | $534.6K | 0.03% | +172+19.8% | Added |
| Umpqua Bank | 1,040 | $534.1K | 0.12% | −28−2.6% | Reduced |
| Paulson Wealth Management Inc. | 1,040 | $534.1K | 0.11% | +17+1.7% | Added |
| Shufro Rose & Co LLC | 1,040 | $534.0K | 0.03% | −800−43.5% | Reduced |
| Motco | 1,038 | $533.1K | 0.05% | −4−0.4% | Reduced |
| Select Asset Management & Trust | 1,038 | $533.0K | 0.15% | −48−4.4% | Reduced |
| Madison Wealth Partners, Inc | 1,035 | $531.6K | 0.07% | +224+27.6% | Added |
| Argent Advisors, Inc. | 1,034 | $531.1K | 0.13% | +1,034 | New |
| Wall Street Financial Group, Inc. | 1,031 | $529.6K | 0.28% | +175+20.4% | Added |
| Liberty Wealth Management LLC | 1,059 | $529.0K | 0.07% | 00.0% | Unchanged |
| Clear Retirement Advice LLC | 1,029 | $528.5K | 0.36% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,028 | $528.0K | 0.07% | −18−1.7% | Reduced |
| Grandview Asset Management LLC | 1,027 | $527.8K | 0.13% | −19−1.8% | Reduced |