Mastercard Inc (MA) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 3,647
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | Atlas Brown#2001 · 2,214 sh | 2,214 | $1.1M | — | -0.1% |
| 2002 | Storgate#2002 · 2,213 sh | 2,213 | $1.1M | 0.24% | +205.7% |
| 2003 | PGIM Custom Harvest#2003 · 2,213 sh | 2,213 | $1.1M | 0.01% | +27.3% |
| 2004 | Northern Financial Advisors#2004 · 2,212 sh | 2,212 | $1.1M | 0.75% | -3.3% |
| 2005 | MONEY CONCEPTS CAPITAL#2005 · 2,211 sh | 2,211 | $1.1M | 0.05% | -0.4% |
| 2006 | Crusonia Wealth Advisors#2006 · 2,209 sh | 2,209 | $1.1M | — | +9.1% |
| 2007 | CRUX WEALTH ADVISORS#2007 · 2,203 sh | 2,203 | $1.1M | 0.39% | -4.8% |
| 2008 | CRAWFORD INVESTMENT COUNSEL#2008 · 2,202 sh | 2,202 | $1.1M | 0.02% | +1.0% |
| 2009 | ONEFUND#2009 · 2,201 sh | 2,201 | $1.1M | 0.64% | -2.3% |
| 2010 | Atwater Malick#2010 · 2,192 sh | 2,192 | $1.1M | — | +6.6% |
| 2011 | SCHARF INVESTMENTS#2011 · 2,190 sh | 2,190 | $1.1M | 0.04% | -33.5% |
| 2012 | FSM Wealth Advisors#2012 · 2,188 sh | 2,188 | $1.1M | 0.12% | +2.0% |
| 2013 | FINANCIAL MANAGEMENT NETWORK#2013 · 2,065 sh | 2,065 | $1.1M | — | -2.1% |
| 2014 | Jacobsen Capital Management#2014 · 2,179 sh | 2,179 | $1.1M | — | -1.4% |
| 2015 | Aster Capital Management (DIFC) Ltd#2015 · 2,175 sh | 2,175 | $1.1M | 0.24% | -60.3% |
| 2016 | SEEDS INVESTOR#2016 · 2,173 sh | 2,173 | $1.1M | 0.11% | -9.0% |
| 2017 | MWA Asset Management#2017 · 2,170 sh | 2,170 | $1.1M | 0.50% | -2.8% |
| 2018 | PCB Capital#2018 · 2,167 sh | 2,167 | $1.1M | 1.36% | +4.6% |
| 2019 | CAPITAL ADVISORS#2019 · 2,161 sh | 2,161 | $1.1M | 0.02% | -1.5% |
| 2020 | TrueNorth#2020 · 2,160 sh | 2,160 | $1.1M | 0.07% | +18.7% |
| 2021 | Hayek Kallen Investment Management#2021 · 2,159 sh | 2,159 | $1.1M | 0.34% | +10.1% |
| 2022 | Vann Equity Management#2022 · 2,159 sh | 2,159 | $1.1M | — | -1.8% |
| 2023 | Connecticut Wealth Management#2023 · 2,155 sh | 2,155 | $1.1M | — | -0.8% |
| 2024 | Challenger Wealth Management#2024 · 2,152 sh | 2,152 | $1.1M | 0.81% | -3.5% |
| 2025 | SPIRIT OF AMERICA MANAGEMENT#2025 · 2,150 sh | 2,150 | $1.1M | — | -12.2% |
| 2026 | WINCAP FINANCIAL#2026 · 2,148 sh | 2,148 | $1.1M | — | +6.7% |
| 2027 | Lafayette Investments#2027 · 2,146 sh | 2,146 | $1.1M | 0.20% | +222.2% |
| 2028 | NORTHBRIDGE FINANCIAL GROUP#2028 · 2,144 sh | 2,144 | $1.1M | 0.42% | +6.7% |
| 2029 | Elwood & Goetz Wealth Advisory Group#2029 · 2,143 sh | 2,143 | $1.1M | 0.16% | +43.8% |
| 2030 | Lombard Odier Asset Management (USA)#2030 · 2,143 sh | 2,143 | $1.1M | 0.15% | New |
| 2031 | First Western Bank#2031 · 2,139 sh | 2,139 | $1.1M | 0.05% | +0.1% |
| 2032 | Castleview Partners#2032 · 2,138 sh | 2,138 | $1.1M | — | +0.8% |
| 2033 | Richard W. Paul & Associates#2033 · 2,137 sh | 2,137 | $1.1M | 0.34% | +2.8% |
| 2034 | Prentice Wealth Management#2034 · 2,131 sh | 2,131 | $1.1M | — | -0.1% |
| 2035 | Redwood Investment Management#2035 · 2,130 sh | 2,130 | $1.1M | 0.11% | +7.5% |
| 2036 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P.#2036 · 2,128 sh | 2,128 | $1.1M | — | 0.0% |
| 2037 | FIDUCIARY FAMILY OFFICE#2037 · 2,127 sh | 2,127 | $1.1M | 0.27% | -13.1% |
| 2038 | Manhattan West Asset Management#2038 · 2,127 sh | 2,127 | $1.1M | 0.18% | 0.0% |
| 2039 | Western Financial#2039 · 2,127 sh | 2,127 | $1.1M | — | +3.3% |
| 2040 | CCG WEALTH MANAGEMENT#2040 · 2,124 sh | 2,124 | $1.1M | 0.25% | +4.2% |
| 2041 | Boreal Capital Management#2041 · 2,118 sh | 2,118 | $1.1M | 0.81% | -3.0% |
| 2042 | Invariant Investment Management#2042 · 2,033 sh | 2,033 | $1.1M | — | +23.0% |
| 2043 | Foster Group#2043 · 2,104 sh | 2,104 | $1.1M | — | +1.0% |
| 2044 | HENNESSY ADVISORS#2044 · 2,100 sh | 2,100 | $1.1M | 0.03% | 0.0% |
| 2045 | Intrua Financial#2045 · 2,094 sh | 2,094 | $1.1M | 0.10% | +111.9% |
| 2046 | Fortis Capital Advisors#2046 · 2,089 sh | 2,089 | $1.1M | 0.12% | +2.5% |
| 2047 | Solstein Capital#2047 · 2,087 sh | 2,087 | $1.1M | 0.37% | -2.2% |
| 2048 | D.B. Root & Company#2048 · 2,086 sh | 2,086 | $1.1M | 0.23% | -4.3% |
| 2049 | Diametric Capital#2049 · 2,085 sh | 2,085 | $1.1M | 0.11% | New |
| 2050 | Granite Harbor Advisors#2050 · 2,085 sh | 2,085 | $1.1M | 0.42% | +4.0% |
| 2051 | Astoria Portfolio Advisors#2051 · 2,084 sh | 2,084 | $1.1M | 0.18% | +21.0% |
| 2052 | Forza Wealth Management#2052 · 2,078 sh | 2,078 | $1.1M | — | 0.0% |
| 2053 | NORTHCAPE WEALTH MANAGEMENT#2053 · 2,077 sh | 2,077 | $1.1M | 0.28% | -0.1% |
| 2054 | Chung Wu Investment Group#2054 · 2,075 sh | 2,075 | $1.1M | 0.70% | -1.0% |
| 2055 | PETERSON WEALTH MANAGEMENT#2055 · 2,075 sh | 2,075 | $1.1M | 0.50% | +6.6% |
| 2056 | Nvest Financial#2056 · 2,074 sh | 2,074 | $1.1M | 0.34% | +12.9% |
| 2057 | Beverly Hills Private Wealth#2057 · 2,073 sh | 2,073 | $1.1M | 0.20% | -47.2% |
| 2058 | Stiles Financial Services#2058 · 2,070 sh | 2,070 | $1.1M | 0.27% | +1.6% |
| 2059 | Transamerica Financial Advisors#2059 · 2,066 sh | 2,066 | $1.1M | 0.09% | +10.0% |
| 2060 | SHP Wealth Management#2060 · 2,061 sh | 2,061 | $1.1M | 0.07% | +1.7% |
| 2061 | Werba Rubin Papier Wealth Management#2061 · 2,061 sh | 2,061 | $1.1M | 0.13% | +3.6% |
| 2062 | Zhang Financial#2062 · 2,059 sh | 2,059 | $1.1M | 0.03% | +2.5% |
| 2063 | AssuredPartners Investment Advisors#2063 · 2,058 sh | 2,058 | $1.1M | 0.10% | 0.0% |
| 2064 | Disciplined Equity Management#2064 · 2,057 sh | 2,057 | $1.1M | — | +2.6% |
| 2065 | Private Wealth Asset Management#2065 · 2,053 sh | 2,053 | $1.1M | 0.10% | -17.2% |
| 2066 | Lee Financial#2066 · 2,050 sh | 2,050 | $1.1M | — | 0.0% |
| 2067 | Alpha Family#2067 · 2,050 sh | 2,050 | $1.1M | 0.42% | 0.0% |
| 2068 | Wealth Intelligence#2068 · 2,049 sh | 2,049 | $1.1M | — | -28.8% |
| 2069 | Regent Peak Wealth Advisors#2069 · 2,042 sh | 2,042 | $1.0M | — | -1.4% |
| 2070 | Knuff#2070 · 2,040 sh | 2,040 | $1.0M | 0.27% | +23.7% |
| 2071 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#2071 · 2,038 sh | 2,038 | $1.0M | 0.12% | -7.2% |
| 2072 | Stonebridge Financial Group#2072 · 2,038 sh | 2,038 | $1.0M | 0.14% | — |
| 2073 | Net Worth Advisory Group#2073 · 2,036 sh | 2,036 | $1.0M | — | +193.8% |
| 2074 | Hansen & Associates Financial Group#2074 · 1,953 sh | 1,953 | $1.0M | 0.60% | +1.9% |
| 2075 | DOLIVER ADVISORS#2075 · 2,025 sh | 2,025 | $1.0M | — | -10.2% |
| 2076 | ST GERMAIN D J#2076 · 2,016 sh | 2,016 | $1.0M | 0.04% | +2.0% |
| 2077 | DIVIDEND ASSETS CAPITAL#2077 · 2,010 sh | 2,010 | $1.0M | 0.20% | +18.0% |
| 2078 | Range Advisory#2078 · 2,004 sh | 2,004 | $1.0M | 0.12% | +14.0% |
| 2079 | EPG Wealth Management#2079 · 1,999 sh | 1,999 | $1.0M | 0.25% | -18.7% |
| 2080 | Compagnie Lombard Odier SCmA#2080 · 1,995 sh | 1,995 | $1.0M | 0.01% | 0.0% |
| 2081 | Wealth Science Advisors#2081 · 1,995 sh | 1,995 | $1.0M | — | +612.5% |
| 2082 | FLAGSHIP WEALTH ADVISORS#2082 · 1,991 sh | 1,991 | $1.0M | 0.23% | +236.9% |
| 2083 | White Knight Strategic Wealth Advisors#2083 · 1,989 sh | 1,989 | $1.0M | 0.72% | +1.1% |
| 2084 | Barden Capital Management#2084 · 1,989 sh | 1,989 | $1.0M | — | -52.7% |
| 2085 | Red Door Wealth Management#2085 · 1,988 sh | 1,988 | $1.0M | 0.09% | +37.0% |
| 2086 | Convergence Financial#2086 · 1,980 sh | 1,980 | $1.0M | 0.08% | -2.2% |
| 2087 | Sunflower Bank, N.A.#2087 · 1,974 sh | 1,974 | $1.0M | 0.24% | +2.7% |
| 2088 | Valley Brook Capital Group#2088 · 1,973 sh | 1,973 | $1.0M | — | +0.8% |
| 2089 | Chancellor Financial Group WB#2089 · 1,968 sh | 1,968 | $1.0M | 0.63% | -0.3% |
| 2090 | Strategic Investment Advisors / MI#2090 · 1,968 sh | 1,968 | $1.0M | 0.06% | +4.4% |
| 2091 | Whelan Financial#2091 · 1,966 sh | 1,966 | $1.0M | 0.27% | +5.6% |
| 2092 | MSH Capital Advisors#2092 · 1,963 sh | 1,963 | $1.0M | 0.18% | +167.8% |
| 2093 | TICINO WEALTH#2093 · 1,960 sh | 1,960 | $1.0M | — | +23.6% |
| 2094 | Aristides Capital#2094 · 1,958 sh | 1,958 | $1.0M | 0.20% | +8.3% |
| 2095 | Veracity Capital#2095 · 1,956 sh | 1,956 | $1.0M | — | -1.7% |
| 2096 | Rossby Financial, LCC#2096 · 1,953 sh | 1,953 | $1.0M | 0.18% | +4.9% |
| 2097 | Iron Gate Global Advisors#2097 · 1,951 sh | 1,951 | $1.0M | 0.10% | -14.4% |
| 2098 | WASHINGTON#2098 · 1,948 sh | 1,948 | $1.0M | — | +3.1% |
| 2099 | BINGHAM PRIVATE WEALTH#2099 · 1,946 sh | 1,946 | $999.3K | 0.69% | +12.8% |
| 2100 | Womack Financial#2100 · 1,945 sh | 1,945 | $999.0K | — | -2.7% |
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.