Mastercard Inc (MA) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 3,647
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | FIRST UNITED BANK#1701 · 3,680 sh | 3,680 | $1.9M | — | -1.6% |
| 1702 | FIRST NATIONAL BANK SIOUX FALLS#1702 · 3,640 sh | 3,640 | $1.9M | — | 0.0% |
| 1703 | Shepherd Financial Partners#1703 · 3,673 sh | 3,673 | $1.9M | 0.15% | -0.1% |
| 1704 | Valmark Advisers#1704 · 3,667 sh | 3,667 | $1.9M | 0.02% | +1.7% |
| 1705 | SANDER CAPITAL ADVISORS#1705 · 3,658 sh | 3,658 | $1.9M | — | -11.9% |
| 1706 | AXQ CAPITAL#1706 · 3,641 sh | 3,641 | $1.9M | 0.20% | -41.9% |
| 1707 | Strait & Sound Wealth Management#1707 · 3,636 sh | 3,636 | $1.9M | 0.65% | -1.1% |
| 1708 | Advisory Alpha#1708 · 3,631 sh | 3,631 | $1.9M | 0.05% | -2.9% |
| 1709 | DAVIS R M#1709 · 3,628 sh | 3,628 | $1.9M | 0.03% | -2.8% |
| 1710 | JACKSON SQUARE CAPITAL#1710 · 3,611 sh | 3,611 | $1.9M | — | -0.2% |
| 1711 | HCR Wealth Advisors#1711 · 3,589 sh | 3,589 | $1.8M | — | -3.4% |
| 1712 | BURNEY#1712 · 3,570 sh | 3,570 | $1.8M | — | +2.6% |
| 1713 | RD Lewis#1713 · 3,235 sh | 3,235 | $1.8M | 1.36% | +1.2% |
| 1714 | Meadowbrook Advisors Group#1714 · 3,563 sh | 3,563 | $1.8M | 0.98% | +2.5% |
| 1715 | Essex Savings Bank#1715 · 3,560 sh | 3,560 | $1.8M | — | -0.2% |
| 1716 | SCHNIEDERS CAPITAL MANAGEMENT#1716 · 3,557 sh | 3,557 | $1.8M | 0.24% | +50.8% |
| 1717 | Thrive Wealth Management#1717 · 3,552 sh | 3,552 | $1.8M | — | +5.5% |
| 1718 | Voya Financial Advisors#1718 · 3,579 sh | 3,579 | $1.8M | 0.16% | -8.0% |
| 1719 | Greykasell Wealth Strategies#1719 · 3,551 sh | 3,551 | $1.8M | 0.66% | -1.2% |
| 1720 | Portland Global Advisors#1720 · 3,547 sh | 3,547 | $1.8M | 0.17% | +340.1% |
| 1721 | STANCE CAPITAL#1721 · 3,545 sh | 3,545 | $1.8M | 0.55% | -58.2% |
| 1722 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#1722 · 3,541 sh | 3,541 | $1.8M | 0.21% | +8.8% |
| 1723 | BlueSpruce Investments#1723 · 3,512 sh | 3,512 | $1.8M | 0.28% | -95.0% |
| 1724 | STEINBERG ASSET MANAGEMENT#1724 · 3,498 sh | 3,498 | $1.8M | 1.12% | +28.2% |
| 1725 | Proficio Capital Partners#1725 · 3,498 sh | 3,498 | $1.8M | 0.06% | +742.9% |
| 1726 | Prestige Wealth Management Group#1726 · 3,496 sh | 3,496 | $1.8M | 0.33% | +33.5% |
| 1727 | CAPITAL & PLANNING#1727 · 3,487 sh | 3,487 | $1.8M | 0.92% | -5.0% |
| 1728 | Whalen Wealth Management#1728 · 3,469 sh | 3,469 | $1.8M | — | -17.3% |
| 1729 | Missouri & Investment#1729 · 3,107 sh | 3,107 | $1.8M | 0.48% | -3.9% |
| 1730 | Weaver Capital Management#1730 · 3,552 sh | 3,552 | $1.8M | — | 0.0% |
| 1731 | SCS Capital Management#1731 · 3,446 sh | 3,446 | $1.8M | 0.02% | -6.3% |
| 1732 | OXFORD FINANCIAL GROUP, LTD.#1732 · 3,446 sh | 3,446 | $1.8M | 0.09% | -15.3% |
| 1733 | 44 WEALTH MANAGEMENT#1733 · 3,441 sh | 3,441 | $1.8M | 0.58% | -0.5% |
| 1734 | Journey Advisory Group#1734 · 3,431 sh | 3,431 | $1.8M | 0.13% | +6.8% |
| 1735 | Advisory Resource Group#1735 · 3,422 sh | 3,422 | $1.8M | — | +11.9% |
| 1736 | Pinnacle Wealth Planning Services#1736 · 3,422 sh | 3,422 | $1.8M | 0.17% | +4.9% |
| 1737 | Family Capital#1737 · 3,421 sh | 3,421 | $1.8M | — | +0.5% |
| 1738 | Richmond Brothers#1738 · 3,411 sh | 3,411 | $1.8M | 0.91% | New |
| 1739 | Soltis Investment Advisors#1739 · 3,408 sh | 3,408 | $1.8M | 0.10% | -9.0% |
| 1740 | CoreCap Advisors#1740 · 3,407 sh | 3,407 | $1.7M | — | +13.4% |
| 1741 | CAHILL FINANCIAL ADVISORS#1741 · 3,404 sh | 3,404 | $1.7M | 0.17% | 0.0% |
| 1742 | UNION SAVINGS BANK#1742 · 3,399 sh | 3,399 | $1.7M | — | -1.3% |
| 1743 | State of Wyoming#1743 · 3,394 sh | 3,394 | $1.7M | 0.18% | +133.1% |
| 1744 | ARROW FINANCIAL#1744 · 3,388 sh | 3,388 | $1.7M | — | -3.8% |
| 1745 | Synergy Financial Group, LTD#1745 · 3,379 sh | 3,379 | $1.7M | 1.25% | -1.8% |
| 1746 | Annis Gardner Whiting Capital Advisors#1746 · 3,378 sh | 3,378 | $1.7M | 0.26% | +2.6% |
| 1747 | VAN STRUM & TOWNE#1747 · 3,375 sh | 3,375 | $1.7M | 0.47% | 0.0% |
| 1748 | Kestra Investment Management#1748 · 3,374 sh | 3,374 | $1.7M | 0.03% | +50.3% |
| 1749 | Continuum Advisory#1749 · 3,356 sh | 3,356 | $1.7M | 0.14% | -17.9% |
| 1750 | Signal Advisors Wealth#1750 · 3,354 sh | 3,354 | $1.7M | — | +1.3% |
| 1751 | Revolve Wealth Partners#1751 · 3,345 sh | 3,345 | $1.7M | — | +0.8% |
| 1752 | Brown Miller Wealth Management#1752 · 3,344 sh | 3,344 | $1.7M | 0.43% | -1.7% |
| 1753 | Maia Wealth#1753 · 3,329 sh | 3,329 | $1.7M | — | -17.8% |
| 1754 | Argentarii#1754 · 3,045 sh | 3,045 | $1.7M | 0.52% | +1.7% |
| 1755 | PRELUDE CAPITAL MANAGEMENT#1755 · 3,315 sh | 3,315 | $1.7M | 0.12% | -19.4% |
| 1756 | Lantern Wealth Advisors#1756 · 3,313 sh | 3,313 | $1.7M | — | -10.4% |
| 1757 | Intellectus Partners#1757 · 3,312 sh | 3,312 | $1.7M | 0.29% | +14.4% |
| 1758 | Nicholson Wealth Management Group#1758 · 3,310 sh | 3,310 | $1.7M | 1.00% | -2.0% |
| 1759 | MONECO Advisors#1759 · 3,299 sh | 3,299 | $1.7M | 0.10% | +25.2% |
| 1760 | Semus Wealth Partners#1760 · 3,299 sh | 3,299 | $1.7M | — | -1.2% |
| 1761 | CVFG#1761 · 3,299 sh | 3,299 | $1.7M | 0.18% | -1.0% |
| 1762 | Clear Creek Financial Management#1762 · 3,282 sh | 3,282 | $1.7M | 0.11% | -8.7% |
| 1763 | Manchester Capital Management#1763 · 3,282 sh | 3,282 | $1.7M | — | -8.6% |
| 1764 | FIRST HORIZON NATIONAL#1764 · 3,273 sh | 3,273 | $1.7M | — | -3.8% |
| 1765 | Robertson Stephens Wealth Management#1765 · 3,261 sh | 3,261 | $1.7M | — | +4.8% |
| 1766 | Formidable Asset Management#1766 · 3,341 sh | 3,341 | $1.7M | 0.27% | -2.6% |
| 1767 | Alta Advisers Ltd#1767 · 3,247 sh | 3,247 | $1.7M | 0.38% | 0.0% |
| 1768 | Waterway Wealth Management#1768 · 3,234 sh | 3,234 | $1.7M | 0.34% | +0.6% |
| 1769 | Defiance ETFs#1769 · 3,175 sh | 3,175 | $1.7M | 0.02% | +22.7% |
| 1770 | Embree Financial Group#1770 · 3,227 sh | 3,227 | $1.7M | — | +0.5% |
| 1771 | LECAP ASSET MANAGEMENT LTD#1771 · 3,212 sh | 3,212 | $1.6M | — | -39.9% |
| 1772 | WBH ADVISORY#1772 · 3,204 sh | 3,204 | $1.6M | 0.11% | 0.0% |
| 1773 | Omnia Family Wealth#1773 · 3,202 sh | 3,202 | $1.6M | 0.44% | -0.3% |
| 1774 | Sendero Wealth Management#1774 · 3,200 sh | 3,200 | $1.6M | — | -50.4% |
| 1775 | Sovran Advisors#1775 · 2,918 sh | 2,918 | $1.6M | 0.12% | +9.4% |
| 1776 | SS&H Financial Advisors#1776 · 3,197 sh | 3,197 | $1.6M | 0.42% | — |
| 1777 | LBMC INVESTMENT ADVISORS#1777 · 3,188 sh | 3,188 | $1.6M | 0.09% | +1.5% |
| 1778 | Alaethes Wealth#1778 · 3,185 sh | 3,185 | $1.6M | 0.47% | New |
| 1779 | Inlet Private Wealth#1779 · 3,184 sh | 3,184 | $1.6M | — | -23.9% |
| 1780 | Keel Point#1780 · 3,180 sh | 3,180 | $1.6M | 0.10% | +7.2% |
| 1781 | ASPIRIANT#1781 · 3,174 sh | 3,174 | $1.6M | — | +2.2% |
| 1782 | Sierra Legacy Group#1782 · 3,175 sh | 3,175 | $1.6M | 1.26% | +14.4% |
| 1783 | Intelligent Financial Strategies#1783 · 3,170 sh | 3,170 | $1.6M | — | -1.5% |
| 1784 | Joel Isaacson#1784 · 3,167 sh | 3,167 | $1.6M | 0.05% | -1.0% |
| 1785 | Balentine#1785 · 3,154 sh | 3,154 | $1.6M | 0.06% | +156.2% |
| 1786 | Cross Staff Investments#1786 · 3,141 sh | 3,141 | $1.6M | — | +0.1% |
| 1787 | Third View Private Wealth#1787 · 3,139 sh | 3,139 | $1.6M | 0.20% | +2.5% |
| 1788 | Hilltop National Bank#1788 · 3,135 sh | 3,135 | $1.6M | — | -6.4% |
| 1789 | Winch Advisory Services#1789 · 3,129 sh | 3,129 | $1.6M | 0.33% | +0.3% |
| 1790 | Winthrop Advisory Group#1790 · 3,118 sh | 3,118 | $1.6M | — | +11.4% |
| 1791 | Elyxium Wealth#1791 · 3,106 sh | 3,106 | $1.6M | 0.17% | +42.5% |
| 1792 | Ratan Capital Management#1792 · 3,100 sh | 3,100 | $1.6M | 0.51% | 0.0% |
| 1793 | CULBERTSON A N#1793 · 3,097 sh | 3,097 | $1.6M | — | +16.2% |
| 1794 | Affinity Capital Advisors#1794 · 2,979 sh | 2,979 | $1.6M | — | -6.7% |
| 1795 | Aft, Forsyth & Sober#1795 · 3,175 sh | 3,175 | $1.6M | 0.50% | 0.0% |
| 1796 | Ellevest#1796 · 3,149 sh | 3,149 | $1.6M | 0.19% | +1.5% |
| 1797 | COOKSON PEIRCE#1797 · 3,070 sh | 3,070 | $1.6M | 0.05% | +3.0% |
| 1798 | LM Advisors#1798 · 3,055 sh | 3,055 | $1.6M | 0.18% | +65.9% |
| 1799 | Stonebridge Financial Planning Group#1799 · 3,045 sh | 3,045 | $1.6M | 0.50% | -2.9% |
| 1800 | Jackson Wealth Management#1800 · 3,043 sh | 3,043 | $1.6M | 0.92% | -90.4% |
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.