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; 3,633 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: 19 institutions have reported holding MA so far. See Q3 2026
- Institutional holders
- 3,633
- +51 vs. Q1 2026
- Shares held
- 772.0M
- +8.43M (+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
- 1,571 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| Beacon Financial Advisory LLC | 412 | $211.4K | 0.04% | −76−15.6% | Reduced |
| Cedarwood Wealth LLC | 411 | $210.9K | 0.16% | −31−7.0% | Reduced |
| Finivi Inc. | 410 | $210.5K | 0.11% | +410 | New |
| CCM Investment Advisers LLC | 409 | $210.1K | 0.02% | −73−15.1% | Reduced |
| Old North State Wealth Management, LLC | 407 | $210.0K | 0.09% | −62−13.2% | Reduced |
| Climber Capital SA | 409 | $209.6K | 0.13% | −701−63.2% | Reduced |
| Fiducient Advisors LLC | 406 | $208.5K | 0.03% | −606−59.9% | Reduced |
| Brown Shipley& Co Ltd | 406 | $208.5K | 0.11% | −39−8.8% | Reduced |
| Cardinal Strategic Wealth Guidance | 406 | $208.5K | 0.05% | −2−0.5% | Reduced |
| Cooper/Haims Advisors, LLC | 406 | $208.5K | 0.09% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 406 | $208.5K | 0.04% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 406 | $208.5K | 0.12% | 00.0% | Unchanged |
| Core Capital Management & Research, inc. | 359 | $208.4K | 0.11% | +359 | New |
| Tufton Capital Management | 405 | $208.0K | 0.03% | −20−4.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 405 | $207.9K | 0.02% | +405 | New |
| Summit Financial Strategies, Inc. | 405 | $207.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 404 | $207.5K | 0.09% | +4+1.0% | Added |
| Petros Family Wealth, LLC | 403 | $207.0K | 0.13% | −61−13.1% | Reduced |
| Sage Financial Management Group, Inc. | 403 | $207.0K | 0.06% | 00.0% | Unchanged |
| Equity Wealth Partners, LLC | 403 | $206.9K | 0.07% | +403 | New |
| Intergy Private Wealth, LLC | 401 | $206.0K | 0.05% | −100−20.0% | Reduced |
| Community Financial Services Group, LLC | 394 | $205.8K | 0.03% | −139−26.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 400 | $205.5K | 0.06% | +400 | New |
| Monograph Wealth Advisors, LLC | 400 | $205.4K | 0.02% | −991−71.2% | Reduced |
| West Bancorporation Inc | 400 | $205.4K | 0.09% | −188−32.0% | Reduced |
| CLG LLC | 400 | $205.4K | 0.05% | −34−7.8% | Reduced |
| Pinnacle Holdings, LLC | 400 | $205.4K | 0.06% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 400 | $205.4K | 0.46% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 400 | $205.4K | 0.00% | +400 | New |
| Ti-Trust, Inc | 400 | $205.4K | 0.11% | +400 | New |
| Transcendent Capital Group LLC | 400 | $205.4K | 0.08% | +400 | New |
| Churchill Financial Advisors, LLC | 400 | $205.4K | 0.04% | +400 | New |
| Storen Legacy Partners, LLC | 399 | $205.2K | 0.06% | +399 | New |
| Financial Network Wealth Advisors LLC | 399 | $204.9K | 0.21% | −51−11.3% | Reduced |
| One Day In July LLC | 398 | $204.4K | 0.01% | −21−5.0% | Reduced |
| Teamwork Financial Advisors, LLC | 398 | $204.3K | 0.02% | +398 | New |
| Wealth Advisory Solutions, LLC | 397 | $203.9K | 0.04% | +397 | New |
| RPS Advisory Solutions LLC | 397 | $203.7K | 0.13% | +397 | New |
| Fulcrum Equity Management | 396 | $203.4K | 0.16% | −30−7.0% | Reduced |
| Fonville Wealth Management LLC | 396 | $203.4K | 0.03% | +396 | New |
| Mairs & Power Inc | 395 | $202.9K | 0.00% | −125−24.0% | Reduced |
| Schulz Wealth, LTD. | 395 | $202.9K | 0.10% | +395 | New |
| Maxele Advisors, LLC | 395 | $202.9K | 0.14% | +395 | New |
| Milestone Asset Management Group, LLC | 394 | $202.4K | 0.10% | +394 | New |
| Alexander Labrunerie & Co., Inc. | 394 | $202.4K | 0.07% | +394 | New |
| Bayban | 391 | $200.8K | 0.15% | −154−28.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 390 | $200.3K | 0.06% | +390 | New |
| BLVD Private Wealth, LLC | 390 | $200.3K | 0.15% | +390 | New |
| J. Team Financial, Inc. | 389 | $200.0K | 0.19% | −1,387−78.1% | Reduced |
| Hurley Capital, LLC | 389 | $199.6K | 0.10% | 00.0% | Unchanged |
| Caitlin John, LLC | 383 | $196.5K | 0.11% | +250+188.0% | Added |
| Louisbourg Investments Inc. | 374 | $192.1K | 0.04% | +260+228.1% | Added |
| Fountainhead AM, LLC | 373 | $191.6K | 0.14% | +116+45.1% | Added |
| Blue Bell Private Wealth Management, LLC | 371 | $190.5K | 0.02% | +7+1.9% | Added |
| Bank & Trust Co | 370 | $190.0K | 0.12% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 367 | $188.5K | 0.07% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 367 | $188.5K | 0.05% | +367 | New |
| Private Wealth Management Group, LLC | 367 | $188.5K | 0.04% | −12−3.2% | Reduced |
| Lipe & Dalton | 366 | $188.0K | 0.09% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 365 | $187.6K | 0.01% | −88−19.4% | Reduced |
| Godfrey Financial Associates, Inc. | 365 | $187.5K | 0.14% | −11−2.9% | Reduced |
| Sachetta, LLC | 364 | $187.0K | 0.09% | +58+19.0% | Added |
| Blume Capital Management, Inc. | 364 | $187.0K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 361 | $185.2K | 0.05% | −14−3.7% | Reduced |
| Front Row Advisors LLC | 329 | $184.7K | 0.05% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 344 | $176.7K | 0.14% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 340 | $174.6K | 0.09% | 00.0% | Unchanged |
| Napier Financial, LLC | 337 | $173.2K | 0.04% | −77−18.6% | Reduced |
| WPG Advisers, LLC | 325 | $166.9K | 0.10% | −43−11.7% | Reduced |
| Vima LLC | 324 | $166.2K | 0.16% | +324 | New |
| Rational Advisors LLC | 322 | $165.4K | 0.02% | +27+9.2% | Added |
| Pin Oak Investment Advisors Inc | 321 | $165.0K | 0.12% | +5+1.6% | Added |
| Rosenberg Matthew Hamilton | 318 | $163.3K | 0.03% | −20−5.9% | Reduced |
| Rialto Wealth Management, LLC | 318 | $163.3K | 0.03% | +52+19.5% | Added |
| Wolff Wiese Magana LLC | 315 | $162.0K | 0.07% | −49−13.5% | Reduced |
| ZRC Wealth Management, LLC | 310 | $159.2K | 0.05% | +22+7.6% | Added |
| Ameriflex Group, Inc. | 309 | $158.6K | 0.06% | +8+2.7% | Added |
| Wilkerson Advisory Group LLC | 302 | $155.1K | 0.05% | −112−27.1% | Reduced |
| Cacti Asset Management LLC | 300 | $154.1K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $154.1K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 300 | $154.0K | 0.12% | −1,901−86.4% | Reduced |
| Albion Financial Group | 298 | $153.1K | 0.01% | +49+19.7% | Added |
| SOA Wealth Advisors, LLC. | 296 | $152.1K | 0.03% | −12−3.9% | Reduced |
| Provenance Wealth Advisors, LLC | 295 | $151.5K | 0.01% | +249+541.3% | Added |
| Tounjian Advisory Partners, LLC | 281 | $144.5K | 0.06% | −5,983−95.5% | Reduced |
| Addison Advisors LLC | 281 | $144.3K | 0.07% | −272−49.2% | Reduced |
| Raffa Wealth Management, LLC | 281 | $144.3K | 0.02% | +71+33.8% | Added |
| Twin Lakes Capital Management, LLC | 278 | $142.7K | 0.05% | +1+0.4% | Added |
| Lavaca Capital LLC | 275 | $141.2K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 270 | $138.7K | 0.04% | +270 | New |
| Rowland & Co Investment Counsel | 270 | $138.7K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 270 | $138.7K | 0.06% | 00.0% | Unchanged |
| Activest Wealth Management | 266 | $136.5K | 0.03% | −105−28.3% | Reduced |
| Hallmark Capital Management Inc | 262 | $134.6K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 262 | $134.5K | 0.02% | −1−0.4% | Reduced |
| Rachor Investment Advisory Services, LLC | 261 | $134.0K | 0.07% | −6−2.2% | Reduced |
| Old Point Trust & Financial Services N A | 257 | $132.0K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 251 | $131.1K | 0.01% | −1,575−86.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 253 | $130.2K | 0.02% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 253 | $130.0K | 0.09% | 00.0% | Unchanged |