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 |
|---|---|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 775 | $398.0K | 0.11% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 774 | $397.8K | 0.22% | +86+12.5% | Added |
| Integrated Capital Management, LLC | 774 | $397.6K | 0.14% | −8−1.0% | Reduced |
| ORG Wealth Partners, LLC | 773 | $397.2K | 0.06% | −606−43.9% | Reduced |
| Goodman Advisory Group, LLC | 773 | $397.0K | 0.09% | −522−40.3% | Reduced |
| BNC Wealth Management, LLC | 772 | $396.5K | 0.10% | −18−2.3% | Reduced |
| Creative Capital Management Investments LLC | 771 | $396.0K | 0.09% | +699+970.8% | Added |
| Independent Wealth Network Inc. | 770 | $395.5K | 0.10% | −4−0.5% | Reduced |
| Falcon Wealth Planning | 769 | $395.1K | 0.02% | +165+27.3% | Added |
| HHM Wealth Advisors, LLC | 769 | $394.9K | 0.04% | +10+1.3% | Added |
| GoalVest Advisory LLC | 767 | $394.0K | 0.07% | +30+4.1% | Added |
| West Michigan Advisors, LLC | 764 | $392.4K | 0.07% | −63−7.6% | Reduced |
| Osborne Partners Capital Management, LLC | 764 | $392.2K | 0.02% | +225+41.7% | Added |
| Berkeley Capital Partners, LLC | 762 | $391.4K | 0.08% | −32−4.0% | Reduced |
| Braun-Bostich & Associates Inc. | 761 | $390.9K | 0.22% | −23−2.9% | Reduced |
| Alpha Zero LLC | 708 | $390.5K | 0.15% | +77+12.2% | Added |
| First National Bank | 757 | $388.8K | 0.15% | −16−2.1% | Reduced |
| Insight Advisors, LLC | 755 | $387.6K | 0.07% | −81−9.7% | Reduced |
| Secure Asset Management, LLC | 754 | $387.5K | 0.05% | −52−6.5% | Reduced |
| Golden State Wealth Management, LLC | 754 | $387.5K | 0.04% | +69+10.1% | Added |
| HORAN Wealth, LLC | 754 | $387.3K | 0.05% | +35+4.9% | Added |
| Compass Financial Management LLC | 692 | $387.1K | 0.05% | +692 | New |
| Catalyst Private Wealth, LLC | 753 | $386.7K | 0.19% | −49−6.1% | Reduced |
| Green Square Capital Advisors LLC | 751 | $385.7K | 0.04% | −561−42.8% | Reduced |
| Merrion Investment Management Co, LLC | 750 | $385.2K | 0.18% | 00.0% | Unchanged |
| GSG Advisors LLC | 749 | $384.7K | 0.08% | +31+4.3% | Added |
| Artemis Wealth Advisors, LLC | 748 | $384.2K | 0.05% | 00.0% | Unchanged |
| Capital Investment Management, Inc. | 747 | $383.7K | 0.12% | −18−2.4% | Reduced |
| Tanager Wealth Management LLP | 747 | $383.7K | 0.03% | +46+6.6% | Added |
| Capstone Financial Advisors, Inc. | 746 | $383.2K | 0.02% | −37−4.7% | Reduced |
| Purpose Unlimited Inc. | 741 | $380.7K | 0.01% | +15+2.1% | Added |
| Level Wealth Management LLC | 741 | $380.6K | 0.15% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 740 | $380.1K | 0.08% | +20+2.8% | Added |
| Wellington-Altus USA Inc. | 756 | $377.7K | 0.27% | +185+32.4% | Added |
| Cumberland Partners Ltd | 735 | $377.5K | 0.02% | −46,698−98.5% | Reduced |
| Promethium Advisors,llc | 734 | $377.0K | 0.18% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 734 | $377.0K | 0.18% | −376−33.9% | Reduced |
| Acima Private Wealth, LLC | 734 | $377.0K | 0.11% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 731 | $375.4K | 0.07% | +146+25.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 730 | $374.9K | 0.21% | −736−50.2% | Reduced |
| Z3 Capital Partners, LLC | 730 | $374.9K | 0.08% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 728 | $374.0K | 0.09% | +62+9.3% | Added |
| Tamar Securities, LLC | 727 | $373.5K | 0.03% | +47+6.9% | Added |
| Prosperity Bancshares Inc | 726 | $372.9K | 0.24% | −5−0.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 725 | $372.4K | 0.09% | −105−12.7% | Reduced |
| Myriad Asset Management US LP | 724 | $372.0K | 0.51% | +724 | New |
| Riverview Capital Advisers, LLC | 722 | $371.0K | 0.11% | −22−3.0% | Reduced |
| Founders Financial Alliance, LLC | 722 | $370.8K | 0.05% | +13+1.8% | Added |
| Dogwood Wealth Management LLC | 720 | $369.8K | 0.15% | −52−6.7% | Reduced |
| DecisionMap Wealth Management, LLC | 719 | $369.3K | 0.21% | −68−8.6% | Reduced |
| Frisch Financial Group, Inc. | 718 | $368.8K | 0.06% | +92+14.7% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 718 | $368.8K | 0.28% | −127−15.0% | Reduced |
| Cherrydale Wealth Management, LLC | 716 | $368.0K | 0.10% | +25+3.6% | Added |
| Rainier Family Wealth Inc | 716 | $367.7K | 0.21% | −34−4.5% | Reduced |
| Sigma Investment Counselors Inc | 712 | $365.5K | 0.02% | −170−19.3% | Reduced |
| Valley National Advisers Inc | 712 | $365.5K | 0.04% | −76−9.6% | Reduced |
| Trinity Financial Advisors LLC | 711 | $365.2K | 0.09% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 711 | $365.2K | 0.10% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 710 | $365.0K | 0.03% | 00.0% | Unchanged |
| JMN Financial LLC | 710 | $364.7K | 0.28% | +136+23.7% | Added |
| OFS Enterprise LLC | 708 | $363.8K | 0.09% | −15−2.1% | Reduced |
| Oregon Pacific Wealth Management, LLC | 707 | $363.1K | 0.34% | −47−6.2% | Reduced |
| Gilman Hill Asset Management, LLC | 706 | $362.5K | 0.05% | +56+8.6% | Added |
| Delta Investment Management, LLC | 704 | $361.8K | 0.06% | −268−27.6% | Reduced |
| Alta Wealth Advisors LLC | 702 | $360.6K | 0.10% | −10−1.4% | Reduced |
| GuidedMoney, LLC | 700 | $359.5K | 0.17% | 00.0% | Unchanged |
| Adirondack Trust Co | 700 | $359.5K | 0.11% | −47−6.3% | Reduced |
| Red Lighthouse Investment Management, LLC | 699 | $359.0K | 0.11% | +17+2.5% | Added |
| Hoey Investments, Inc | 696 | $357.5K | 0.05% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 695 | $357.1K | 0.19% | +44+6.8% | Added |
| Action Point Financial Planning, LLC | 700 | $355.3K | 0.04% | +700 | New |
| Fortress Wealth Group, LLC | 658 | $355.2K | 0.12% | −20−2.9% | Reduced |
| Castle Rock Wealth Management, LLC | 680 | $355.1K | 0.07% | −20−2.9% | Reduced |
| Trilogy Capital Inc. | 688 | $353.4K | 0.01% | −257−27.2% | Reduced |
| CNB Bank | 686 | $352.3K | 0.14% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 684 | $351.2K | 0.07% | +5+0.7% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 683 | $350.7K | 0.06% | −19−2.7% | Reduced |
| Yoder Wealth Management, Inc. | 682 | $350.3K | 0.14% | +11+1.6% | Added |
| Wagner Wealth Management, LLC | 680 | $349.4K | 0.06% | +18+2.7% | Added |
| Norway Savings Bank | 679 | $348.7K | 0.15% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 678 | $348.2K | 0.11% | −9−1.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 836 | $347.8K | 0.11% | −230−21.6% | Reduced |
| Woodstock Corp | 677 | $347.7K | 0.03% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 677 | $347.7K | 0.15% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 677 | $347.7K | 0.06% | +69+11.3% | Added |
| Investment Advisory Group, LLC | 677 | $347.6K | 0.08% | +154+29.4% | Added |
| WFA of San Diego, LLC | 612 | $347.0K | 0.28% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 673 | $345.7K | 0.26% | −129−16.1% | Reduced |
| Leslie Global Wealth, LLC | 672 | $345.1K | 0.13% | +8+1.2% | Added |
| Thompson Siegel & Walmsley LLC | 672 | $345.0K | 0.01% | −20−2.9% | Reduced |
| Berman McAleer LLC | 668 | $343.1K | 0.04% | +26+4.0% | Added |
| Long Road Investment Counsel, LLC | 665 | $341.5K | 0.13% | 00.0% | Unchanged |
| Thompson David Blair | 665 | $341.5K | 0.17% | +665 | New |
| JNBA Financial Advisors | 663 | $340.5K | 0.03% | +6+0.9% | Added |
| Riversedge Advisors, LLC | 662 | $340.2K | 0.05% | +148+28.8% | Added |
| Opus Capital Group, LLC | 662 | $340.0K | 0.03% | +102+18.2% | Added |
| Oberweis Asset Management Inc | 662 | $340.0K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 661 | $339.5K | 0.03% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 660 | $339.0K | 0.03% | −166−20.1% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 660 | $339.0K | 0.03% | +63+10.6% | Added |