Mastercard Inc (MA) — Institutional Holders, Q2 2026 (page 15)
3,647 institutional investment managers reported a MA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $395.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,401 to 1,500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MA 13F holders ranked 1,401–1,500 of 3,647
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | LITTLE HOUSE CAPITAL#1401 · 6,685 sh | 6,685 | $3.4M | 0.77% | +1.0% |
| 1402 | Confluence Wealth Services#1402 · 6,684 sh | 6,684 | $3.4M | 0.10% | +43.5% |
| 1403 | Eley Financial Management#1403 · 6,674 sh | 6,674 | $3.4M | 1.11% | +28.9% |
| 1404 | Cornerstone Wealth Group#1404 · 6,670 sh | 6,670 | $3.4M | 0.20% | +3.8% |
| 1405 | Calamos Wealth Management#1405 · 6,649 sh | 6,649 | $3.4M | 0.10% | -5.6% |
| 1406 | HOLDERNESS INVESTMENTS#1406 · 6,630 sh | 6,630 | $3.4M | 0.57% | 0.0% |
| 1407 | INSPIRION WEALTH ADVISORS#1407 · 6,475 sh | 6,475 | $3.4M | — | -8.5% |
| 1408 | Frec Markets#1408 · 6,585 sh | 6,585 | $3.4M | 0.30% | +23.8% |
| 1409 | CORRECT CAPITAL WEALTH MANAGEMENT#1409 · 6,575 sh | 6,575 | $3.4M | 0.58% | +22.7% |
| 1410 | StoneX Group#1410 · 6,650 sh | 6,650 | $3.4M | 0.14% | +53.6% |
| 1411 | AVISO WEALTH MANAGEMENT#1411 · 6,561 sh | 6,561 | $3.4M | 1.15% | +1.2% |
| 1412 | Tranquility Partners#1412 · 6,553 sh | 6,553 | $3.4M | — | -7.6% |
| 1413 | Global Asset Management#1413 · 6,543 sh | 6,543 | $3.4M | — | -21.7% |
| 1414 | Duncan Williams Asset Management#1414 · 6,526 sh | 6,526 | $3.4M | 0.76% | +2.9% |
| 1415 | Roble, Belko & Company#1415 · 6,526 sh | 6,526 | $3.4M | 0.36% | 0.0% |
| 1416 | CEERA INVESTMENTS#1416 · 6,519 sh | 6,519 | $3.3M | 1.42% | 0.0% |
| 1417 | Midwest Professional Planners, LTD.#1417 · 6,518 sh | 6,518 | $3.3M | 0.66% | +1.0% |
| 1418 | Havemeyer Place#1418 · 6,517 sh | 6,517 | $3.3M | 0.33% | New |
| 1419 | NBT BANK N A#1419 · 6,509 sh | 6,509 | $3.3M | — | +3.6% |
| 1420 | CRA Financial Services#1420 · 6,493 sh | 6,493 | $3.3M | — | -2.2% |
| 1421 | Marion Wealth Management#1421 · 6,488 sh | 6,488 | $3.3M | — | +5.8% |
| 1422 | Hilltop#1422 · 6,452 sh | 6,452 | $3.3M | 0.26% | +4.3% |
| 1423 | TRB Wealth Management#1423 · 6,434 sh | 6,434 | $3.3M | 0.44% | 0.0% |
| 1424 | OLD SECOND NATIONAL BANK OF AURORA#1424 · 6,407 sh | 6,407 | $3.3M | — | +2.1% |
| 1425 | Great Lakes Retirement#1425 · 6,397 sh | 6,397 | $3.3M | — | +1.4% |
| 1426 | Perpetual Ltd#1426 · 6,317 sh | 6,317 | $3.2M | — | +22.6% |
| 1427 | Premier Path Wealth Partners#1427 · 6,311 sh | 6,311 | $3.2M | — | -5.4% |
| 1428 | Cordatus Wealth Management#1428 · 6,310 sh | 6,310 | $3.2M | — | +2.0% |
| 1429 | Howard Capital Management#1429 · 6,305 sh | 6,305 | $3.2M | — | +109.3% |
| 1430 | Sentinel Dome Partners#1430 · 6,300 sh | 6,300 | $3.2M | 2.36% | +18.9% |
| 1431 | Geneos Wealth Management#1431 · 6,258 sh | 6,258 | $3.2M | 0.07% | -1.8% |
| 1432 | Saturna Capital#1432 · 6,055 sh | 6,055 | $3.2M | 0.04% | +13.8% |
| 1433 | Ausdal Financial Partners#1433 · 6,249 sh | 6,249 | $3.2M | 0.13% | -0.6% |
| 1434 | CULLEN INVESTMENT GROUP, LTD.#1434 · 6,244 sh | 6,244 | $3.2M | — | -0.1% |
| 1435 | B & T Capital Management DBA Alpha Capital Management#1435 · 6,239 sh | 6,239 | $3.2M | 0.42% | 0.0% |
| 1436 | PDS Planning#1436 · 6,236 sh | 6,236 | $3.2M | 0.19% | +5.8% |
| 1437 | Boomfish Wealth Group#1437 · 6,224 sh | 6,224 | $3.2M | — | +7.2% |
| 1438 | WEATHERLY ASSET MANAGEMENT L. P.#1438 · 6,221 sh | 6,221 | $3.2M | — | +4.8% |
| 1439 | YHB Investment Advisors#1439 · 6,219 sh | 6,219 | $3.2M | — | +31.3% |
| 1440 | 3Chopt Investment Partners#1440 · 6,192 sh | 6,192 | $3.2M | 0.60% | +13.2% |
| 1441 | Prosperity Consulting Group#1441 · 6,187 sh | 6,187 | $3.2M | 0.12% | +1.0% |
| 1442 | Grove Bank#1442 · 6,186 sh | 6,186 | $3.2M | — | -7.4% |
| 1443 | Accent Capital Management#1443 · 6,177 sh | 6,177 | $3.2M | 1.37% | +347.6% |
| 1444 | Arjuna Capital#1444 · 6,167 sh | 6,167 | $3.2M | 0.71% | -1.6% |
| 1445 | Koshinski Asset Management#1445 · 6,117 sh | 6,117 | $3.1M | 0.17% | +5.4% |
| 1446 | Boston Walden#1446 · 6,104 sh | 6,104 | $3.1M | 0.02% | 0.0% |
| 1447 | Krilogy Financial#1447 · 6,080 sh | 6,080 | $3.1M | — | +24.0% |
| 1448 | VISTA INVESTMENT PARTNERS II#1448 · 6,062 sh | 6,062 | $3.1M | — | +2.2% |
| 1449 | Csenge Advisory Group#1449 · 6,059 sh | 6,059 | $3.1M | 0.13% | +10.7% |
| 1450 | Concord Wealth Partners#1450 · 6,058 sh | 6,058 | $3.1M | 0.36% | -3.3% |
| 1451 | Marks Group Wealth Management#1451 · 6,046 sh | 6,046 | $3.1M | 0.27% | +26.5% |
| 1452 | Tsai Capital#1452 · 6,020 sh | 6,020 | $3.1M | 2.29% | 0.0% |
| 1453 | BANK OF NOVA SCOTIA#1453 · 6,019 sh | 6,019 | $3.1M | 0.26% | -51.0% |
| 1454 | Dockside#1454 · 6,017 sh | 6,017 | $3.1M | 0.72% | New |
| 1455 | SVB WEALTH#1455 · 6,016 sh | 6,016 | $3.1M | 0.19% | -10.1% |
| 1456 | Redmond Asset Management#1456 · 6,009 sh | 6,009 | $3.1M | 0.77% | -0.8% |
| 1457 | LVW Advisors#1457 · 6,008 sh | 6,008 | $3.1M | — | -2.0% |
| 1458 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1458 · 6,008 sh | 6,008 | $3.1M | 0.18% | +60.6% |
| 1459 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#1459 · 6,003 sh | 6,003 | $3.1M | 0.78% | +0.1% |
| 1460 | Everhart Financial Group#1460 · 5,996 sh | 5,996 | $3.1M | — | -12.9% |
| 1461 | EverSource Wealth Advisors#1461 · 5,984 sh | 5,984 | $3.1M | 0.10% | +11.3% |
| 1462 | PEOPLES FINANCIAL SERVICES#1462 · 5,976 sh | 5,976 | $3.1M | — | +0.1% |
| 1463 | CHATHAM CAPITAL GROUP#1463 · 5,956 sh | 5,956 | $3.1M | — | -3.7% |
| 1464 | Applied Capital#1464 · 5,948 sh | 5,948 | $3.1M | — | +0.1% |
| 1465 | Gold Investment Management Ltd.#1465 · 5,945 sh | 5,945 | $3.1M | — | +2.0% |
| 1466 | Woodbridge LTD#1466 · 5,927 sh | 5,927 | $3.0M | 0.01% | 0.0% |
| 1467 | Meiji Yasuda Asset Management Ltd.#1467 · 5,914 sh | 5,914 | $3.0M | 0.14% | +5.8% |
| 1468 | Alpha Omega Wealth Management#1468 · 5,893 sh | 5,893 | $3.0M | — | -1.8% |
| 1469 | NWAM#1469 · 5,892 sh | 5,892 | $3.0M | 0.15% | +18.3% |
| 1470 | Prudent Man Advisors#1470 · 5,873 sh | 5,873 | $3.0M | 0.69% | +27.3% |
| 1471 | AGF MANAGEMENT LTD#1471 · 5,820 sh | 5,820 | $3.0M | 0.01% | -21.8% |
| 1472 | FIRST CITIZENS BANK#1472 · 5,817 sh | 5,817 | $3.0M | — | -15.8% |
| 1473 | Security National Bank#1473 · 5,812 sh | 5,812 | $3.0M | — | -0.5% |
| 1474 | Prospect Hill Management#1474 · 5,800 sh | 5,800 | $3.0M | 1.16% | -7.9% |
| 1475 | Principle Wealth Partners#1475 · 5,800 sh | 5,800 | $3.0M | 0.15% | -0.7% |
| 1476 | PERSONAL CFO SOLUTIONS#1476 · 5,791 sh | 5,791 | $3.0M | 0.43% | -15.2% |
| 1477 | Benchmark Investment Advisors#1477 · 5,780 sh | 5,780 | $3.0M | 1.30% | -0.3% |
| 1478 | TRANSCEND WEALTH COLLECTIVE#1478 · 5,778 sh | 5,778 | $3.0M | 0.20% | +3.0% |
| 1479 | Boston Partners#1479 · 5,769 sh | 5,769 | $3.0M | <0.01% | New |
| 1480 | Rockline Wealth Management#1480 · 5,763 sh | 5,763 | $3.0M | — | -2.5% |
| 1481 | Mirabaud & Cie SA#1481 · 5,745 sh | 5,745 | $3.0M | 1.18% | -0.7% |
| 1482 | Cornerstone Planning#1482 · 5,744 sh | 5,744 | $2.9M | 0.68% | +2.3% |
| 1483 | Purkiss Capital Advisors#1483 · 5,717 sh | 5,717 | $2.9M | 1.12% | +2.9% |
| 1484 | Kovack Advisors#1484 · 5,655 sh | 5,655 | $2.9M | 0.14% | +32.8% |
| 1485 | PINKERTON WEALTH#1485 · 5,824 sh | 5,824 | $2.9M | 0.25% | +0.1% |
| 1486 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#1486 · 5,665 sh | 5,665 | $2.9M | 0.34% | +8.5% |
| 1487 | Moss Adams Wealth Advisors#1487 · 5,649 sh | 5,649 | $2.9M | 0.18% | -1.5% |
| 1488 | TriaGen Wealth Management#1488 · 5,639 sh | 5,639 | $2.9M | — | -0.2% |
| 1489 | Avalon#1489 · 5,635 sh | 5,635 | $2.9M | 0.18% | -4.2% |
| 1490 | Clark Asset Management#1490 · 5,622 sh | 5,622 | $2.9M | — | -0.5% |
| 1491 | Kathmere Capital Management#1491 · 5,619 sh | 5,619 | $2.9M | — | -2.9% |
| 1492 | AMG National Bank#1492 · 5,617 sh | 5,617 | $2.9M | 0.06% | -1.4% |
| 1493 | Leonteq Securities AG#1493 · 5,593 sh | 5,593 | $2.9M | 0.10% | -13.0% |
| 1494 | NBC SECURITIES#1494 · 5,576 sh | 5,576 | $2.9M | — | +2.0% |
| 1495 | Concord Asset Management#1495 · 5,568 sh | 5,568 | $2.9M | 0.44% | -5.5% |
| 1496 | INVESCO#1496 · 5,564 sh | 5,564 | $2.9M | — | -0.4% |
| 1497 | PATTEN & PATTEN#1497 · 5,558 sh | 5,558 | $2.9M | — | -0.4% |
| 1498 | Strategic Advisors#1498 · 5,557 sh | 5,557 | $2.9M | — | 0.0% |
| 1499 | Optas#1499 · 5,552 sh | 5,552 | $2.9M | 0.40% | -5.2% |
| 1500 | WealthBridge Capital Management#1500 · 5,550 sh | 5,550 | $2.9M | — | +0.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.