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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 251 | $128.9K | 0.05% | +251 | New |
| Medallion Wealth Advisors, LLC | 250 | $128.4K | 0.04% | −68−21.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 246 | $126.6K | 0.03% | −23−8.6% | Reduced |
| Orion Capital Management LLC | 246 | $126.3K | 0.04% | −80−24.5% | Reduced |
| Country Trust Bank | 243 | $124.8K | 0.00% | +10+4.3% | Added |
| Sankala Group LLC | 214 | $123.4K | 0.08% | −4−1.8% | Reduced |
| Bellevue Asset Management, LLC | 238 | $122.5K | 0.06% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 237 | $121.8K | 0.10% | 00.0% | Unchanged |
| Joseph Group Capital Management | 237 | $121.7K | 0.03% | +64+37.0% | Added |
| Corsicana & Co. | 236 | $121.2K | 0.06% | −50−17.5% | Reduced |
| One River Asset Management, LLC | 235 | $120.7K | 0.58% | −557−70.3% | Reduced |
| Bank of New Hampshire | 233 | $119.7K | 0.02% | −11−4.5% | Reduced |
| Providence Capital Advisors, LLC | 222 | $114.0K | 0.02% | +222 | New |
| Avion Wealth | 223 | $114.0K | 0.02% | +26+13.2% | Added |
| Merrithew & Thorsten Inc | 216 | $111.0K | 0.09% | +1+0.5% | Added |
| Meramec Financial Planners, LLC | 199 | $110.0K | 0.04% | −3−1.5% | Reduced |
| Paradigm Asset Management Co LLC | 214 | $109.9K | 0.02% | −1,385−86.6% | Reduced |
| Dougherty Wealth Advisers LLC | 210 | $107.9K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 210 | $107.9K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 209 | $107.3K | 0.06% | +13+6.6% | Added |
| Truvestments Capital LLC | 207 | $106.3K | 0.02% | −14−6.3% | Reduced |
| Highline Wealth Partners LLC | 205 | $105.4K | 0.02% | +69+50.7% | Added |
| Dorato Capital Management | 200 | $105.3K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 203 | $104.3K | 0.03% | −26−11.4% | Reduced |
| Entrust Financial LLC | 202 | $103.8K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 200 | $102.7K | 0.00% | −384−65.8% | Reduced |
| Atlas Capital Advisors LLC | 200 | $102.7K | 0.01% | −115−36.5% | Reduced |
| Godsey & Gibb Associates | 200 | $102.7K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $102.7K | 0.08% | 00.0% | Unchanged |
| NBH Bank | 200 | $102.7K | 0.04% | +200 | New |
| Adkins Seale Capital Management LLC | 196 | $100.7K | 0.09% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 195 | $100.2K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 193 | $99.0K | 0.06% | +24+14.2% | Added |
| Bruce G. Allen Investments, LLC | 191 | $98.1K | 0.06% | −35−15.5% | Reduced |
| MTM Investment Management, LLC | 190 | $97.6K | 0.03% | +23+13.8% | Added |
| Clear Street Markets LLC | 188 | $96.6K | 0.02% | +54+40.3% | Added |
| Basepoint Wealth LLC | 187 | $95.9K | 0.05% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 184 | $94.9K | 0.04% | −5−2.6% | Reduced |
| PFS Partners, LLC | 179 | $91.9K | 0.04% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 175 | $89.9K | 0.03% | −89−33.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 175 | $89.9K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 173 | $88.9K | 0.08% | +173 | New |
| Frazier Financial Advisors, LLC | 172 | $88.3K | 0.04% | −29−14.4% | Reduced |
| Security National Bank of Sioux City Iowa | 171 | $87.8K | 0.04% | +171 | New |
| Bangor Savings Bank | 167 | $85.8K | 0.01% | −33−16.5% | Reduced |
| Breakwater Investment Management | 163 | $83.7K | 0.03% | −15−8.4% | Reduced |
| Palladiem, LLC | 162 | $83.2K | 0.08% | −119−42.3% | Reduced |
| Retirement Wealth Solutions LLC | 161 | $82.6K | 0.05% | 00.0% | Unchanged |
| USA Financial Formulas | 159 | $81.7K | 0.01% | +159 | New |
| Ares Financial Consulting, LLC | 156 | $80.3K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 155 | $79.6K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 153 | $78.6K | 0.01% | −4−2.5% | Reduced |
| OV Management LLC | 151 | $77.6K | 0.14% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 150 | $77.0K | 1.90% | −100−40.0% | Reduced |
| Paladin Partners, LLC | 150 | $77.0K | 0.05% | +150 | New |
| Imprint Wealth LLC | 149 | $76.5K | 0.31% | −1−0.7% | Reduced |
| Agur Provident & Training Funds Management Ltd | 15,680 | $75.8K | 0.41% | +15,680 | New |
| Ogorek Anthony Joseph | 146 | $75.0K | 0.02% | −1−0.7% | Reduced |
| Kilter Group LLC | 144 | $74.0K | 0.03% | −3−2.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 139 | $71.5K | 0.00% | +15+12.1% | Added |
| Sfam, LLC | 136 | $69.8K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 136 | $69.7K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 132 | $68.0K | 0.02% | −30−18.5% | Reduced |
| PlanVest Financial, Inc | 131 | $67.3K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 129 | $66.3K | 0.20% | −245−65.5% | Reduced |
| Security National Bank of So Dak | 129 | $66.3K | 0.03% | +129 | New |
| Winthrop Capital Management, LLC | 128 | $66.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 128 | $65.7K | 0.01% | +2+1.6% | Added |
| StrongBox Wealth, LLC | 128 | $65.7K | 0.02% | +128 | New |
| Quest 10 Wealth Builders, Inc. | 128 | $65.7K | 0.05% | +2+1.6% | Added |
| Peck Wealth Management, LLC | 125 | $64.2K | 0.05% | 00.0% | Unchanged |
| Essential Partners LLC | 125 | $64.2K | 0.03% | +48+62.3% | Added |
| Downshift Financial, LLC | 121 | $62.3K | 0.03% | +121 | New |
| Valued Wealth Advisors LLC | 118 | $60.7K | 0.02% | −56−32.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 118 | $60.6K | 0.01% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 118 | $60.6K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 116 | $59.6K | 0.02% | −78−40.2% | Reduced |
| FNY Investment Advisers, LLC | 115 | $59.0K | 0.02% | +115 | New |
| Hughes Financial Services, LLC | 114 | $58.5K | 0.01% | +42+58.3% | Added |
| Hollencrest Capital Management | 113 | $58.0K | 0.00% | −71,626−99.8% | Reduced |
| CKW Financial Group | 111 | $58.0K | 0.01% | +111 | New |
| HighMark Wealth Management LLC | 112 | $57.3K | 0.02% | −99−46.9% | Reduced |
| FWL Investment Management, LLC | 111 | $57.0K | 0.01% | −8−6.7% | Reduced |
| Index Technologies Group LLC | 107 | $55.0K | 0.04% | +107 | New |
| Acumen Wealth Advisors, LLC | 105 | $53.9K | 0.01% | −2,945−96.6% | Reduced |
| Bare Financial Services, Inc | 104 | $53.4K | 0.01% | +55+112.2% | Added |
| Evolution Advisers, Inc. | 102 | $52.0K | 0.02% | −95−48.2% | Reduced |
| Triumph Capital Management | 101 | $51.9K | 0.01% | −16−13.7% | Reduced |
| Marquette Asset Management, LLC | 100 | $51.4K | 0.01% | −20−16.7% | Reduced |
| Curat Global, LLC | 100 | $51.4K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 98 | $50.0K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 100 | $50.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 94 | $48.3K | 0.01% | −145−60.7% | Reduced |
| Aspect Partners, LLC | 92 | $47.3K | 0.02% | −3−3.2% | Reduced |
| Delta Asset Management LLC | 92 | $47.3K | 0.00% | +16+21.1% | Added |
| Hamrick Investment Counsel, llc | 91 | $46.7K | 0.03% | +31+51.7% | Added |
| Bay Harbor Wealth Management, LLC | 89 | $45.7K | 0.01% | +21+30.9% | Added |
| Markowski Investments | 89 | $45.5K | 0.01% | +89 | New |
| Maryland Capital Advisors Inc. | 87 | $44.7K | 0.01% | +87 | New |
| Principia Wealth Advisory, LLC | 87 | $44.7K | 0.02% | +32+58.2% | Added |