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: 39 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 |
|---|---|---|---|---|---|
| McDonald Partners LLC | 87 | $44.7K | 0.01% | +87 | New |
| Clark Wealth Partners | 82 | $42.1K | 0.02% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 79 | $42.0K | 0.01% | +79 | New |
| Coston, McIsaac & Partners | 82 | $42.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 79 | $40.7K | 0.01% | +3+3.9% | Added |
| Kozak & Associates, Inc. | 78 | $40.5K | 0.01% | −23−22.8% | Reduced |
| Marshall Investment Management, LLC | 79 | $40.5K | 0.02% | +33+71.7% | Added |
| Roxbury Financial LLC | 79 | $40.4K | 0.03% | +40+102.6% | Added |
| United Financial Planning Group LLC | 78 | $40.1K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 75 | $38.5K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 75 | $38.5K | 0.03% | 00.0% | Unchanged |
| Premier Financial Group | 75 | $38.5K | 0.01% | +75 | New |
| Hilton Head Capital Partners, LLC | 74 | $38.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 73 | $37.8K | 0.01% | +70+2,333.3% | Added |
| Strategic Investment Solutions, Inc. | 73 | $37.5K | 0.01% | −250−77.4% | Reduced |
| True Wealth Design, LLC | 73 | $37.5K | 0.01% | −45−38.1% | Reduced |
| Gleason Group, Inc. | 73 | $37.5K | 0.00% | +73 | New |
| HFM Investment Advisors, LLC | 72 | $37.0K | 0.01% | −36−33.3% | Reduced |
| First Community Trust NA | 72 | $37.0K | 0.02% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 71 | $36.5K | 0.02% | −53−42.7% | Reduced |
| Persistent Asset Partners Ltd | 71 | $36.5K | 0.01% | +71 | New |
| CoreFirst Bank & Trust | 70 | $36.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 67 | $34.4K | 0.04% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 65 | $33.9K | 0.02% | +65 | New |
| Dynamic Wealth Strategies, LLC | 66 | $33.9K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 66 | $33.8K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 65 | $33.4K | 0.03% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 57 | $31.9K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 61 | $31.0K | 0.02% | +7+13.0% | Added |
| Cornerstone National Bank & Trust Co | 59 | $30.8K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 60 | $30.8K | 0.01% | −45−42.9% | Reduced |
| Burkett Financial Services, LLC | 59 | $30.5K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 57 | $29.3K | 0.01% | −13−18.6% | Reduced |
| Torren Management, LLC | 54 | $27.8K | 0.01% | +1+1.9% | Added |
| Robbins Farley LLC | 54 | $27.7K | 0.01% | 00.0% | Unchanged |
| TrustBank | 54 | $27.7K | 0.01% | −31−36.5% | Reduced |
| Trifecta Capital Advisors, LLC | 53 | $27.2K | 0.00% | +10+23.3% | Added |
| Raelipskie Partnership | 53 | $27.2K | 0.01% | +13+32.5% | Added |
| Bear Mountain Capital, Inc. | 50 | $26.9K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 50 | $25.8K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 50 | $25.7K | 0.01% | 00.0% | Unchanged |
| Hyposwiss Advisors SA | 50 | $25.7K | 0.02% | 00.0% | Unchanged |
| Atomic Invest LLC | 49 | $25.2K | 0.00% | −19−27.9% | Reduced |
| Strive Financial Group ,LLC | 47 | $24.1K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 46 | $23.6K | 0.01% | +33+253.8% | Added |
| CDKV Holdings LLC | 45 | $23.1K | 0.02% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 44 | $22.6K | 0.01% | +7+18.9% | Added |
| LGT Financial Advisors LLC | 44 | $22.6K | 0.12% | 00.0% | Unchanged |
| Planning Strategies Inc. | 44 | $22.6K | 0.01% | +44 | New |
| DecisionPoint Financial, LLC | 43 | $22.5K | 0.00% | +4+10.3% | Added |
| Pacific Center for Financial Services | 43 | $22.1K | 0.00% | −17−28.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 43 | $22.1K | 0.00% | +15+53.6% | Added |
| American Capital Advisory, LLC | 42 | $21.6K | 0.01% | −584−93.3% | Reduced |
| Cedar Mountain Advisors, LLC | 42 | $21.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 41 | $21.1K | 0.00% | −16−28.1% | Reduced |
| Vermillion Wealth Management, Inc. | 38 | $19.7K | 0.00% | −58−60.4% | Reduced |
| Tacita Capital Inc | 38 | $19.5K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 38 | $19.5K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 37 | $19.0K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 35 | $18.0K | 0.00% | −9−20.5% | Reduced |
| Miller Capital Partners, Inc. | 35 | $18.0K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 33 | $16.9K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 33 | $16.9K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 32 | $16.4K | 0.00% | −30−48.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 31 | $16.1K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 31 | $15.9K | 0.01% | −131−80.9% | Reduced |
| Align Financial, LLC | 31 | $15.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 30 | $15.4K | 0.00% | −490−94.2% | Reduced |
| MPWM Advisory Solutions, LLC | 30 | $15.4K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 28 | $14.4K | 0.00% | −23−45.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 28 | $14.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 26 | $14.0K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 27 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 26 | $13.4K | 0.00% | +26 | New |
| Maseco LLP | 26 | $13.3K | 0.00% | −46−63.9% | Reduced |
| TSFG, LLC | 26 | $13.0K | 0.00% | +26 | New |
| Rogco, LP | 25 | $12.8K | 0.00% | −62−71.3% | Reduced |
| New England Capital Financial Advisors LLC | 24 | $12.3K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 23 | $11.8K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 21 | $10.8K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $10.4K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 19 | $9.76K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $9.24K | 0.00% | −26−59.1% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 18 | $9.24K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 17 | $8.73K | 0.33% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 17 | $8.73K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $7.77K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 15 | $7.74K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 15 | $7.70K | 0.00% | −3−16.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 15 | $7.50K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 14 | $7.19K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 14 | $7.19K | 0.00% | +6+75.0% | Added |
| Timbuktu Capital Management, LLC | 12 | $6.26K | 0.01% | +12 | New |
| Highland Investment Advisors LLC | 12 | $6.20K | 0.00% | +12 | New |
| Migdal Insurance & Financial Holdings Ltd. | 12 | $6.16K | 0.00% | −55,110−100.0% | Reduced |
| Financial Life Planners | 11 | $5.68K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 11 | $5.65K | 0.00% | +9+450.0% | Added |
| Financial Avengers, Inc. | 11 | $5.45K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $5.14K | 0.01% | 00.0% | Unchanged |