Mastercard Inc (MA) — Institutional Holders, Q2 2026 (page 26)
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 2,501 to 2,600. 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 2,501–2,600 of 3,647
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2501 | Citadel Investment Advisory#2501 · 1,155 sh | 1,155 | $593.0K | — | 0.0% |
| 2502 | Keudell/Morrison Wealth Management#2502 · 1,154 sh | 1,154 | $592.7K | — | +2.4% |
| 2503 | CWS Financial Advisors#2503 · 1,153 sh | 1,153 | $592.2K | — | +21.9% |
| 2504 | First Command Advisory Services#2504 · 1,151 sh | 1,151 | $591.2K | <0.01% | -8.4% |
| 2505 | WEALTHEDGE INVESTMENT ADVISORS#2505 · 1,149 sh | 1,149 | $590.4K | 0.20% | +15.8% |
| 2506 | Generation Capital Management#2506 · 1,147 sh | 1,147 | $589.1K | 0.36% | 0.0% |
| 2507 | Cerro Pacific Wealth Advisors#2507 · 1,144 sh | 1,144 | $587.3K | — | +7.2% |
| 2508 | FOSTER & MOTLEY#2508 · 1,143 sh | 1,143 | $587.0K | 0.03% | -7.8% |
| 2509 | RICHARDSON FINANCIAL SERVICES#2509 · 1,142 sh | 1,142 | $586.5K | 0.33% | -53.9% |
| 2510 | Flagstone Financial Management#2510 · 1,140 sh | 1,140 | $585.5K | 0.13% | 0.0% |
| 2511 | Sompo Asset Management , Ltd.#2511 · 1,140 sh | 1,140 | $585.5K | 0.10% | -5.0% |
| 2512 | Orange Investment Advisors#2512 · 1,139 sh | 1,139 | $585.0K | — | -0.7% |
| 2513 | Counterpoint Mutual Funds#2513 · 1,136 sh | 1,136 | $583.5K | — | 0.0% |
| 2514 | Breakwater Capital Group#2514 · 1,132 sh | 1,132 | $581.4K | — | 0.0% |
| 2515 | Westfuller Advisors#2515 · 1,131 sh | 1,131 | $581.0K | 0.21% | +3.8% |
| 2516 | Tannin Capital#2516 · 1,131 sh | 1,131 | $580.9K | 0.38% | New |
| 2517 | Zullo Investment Group#2517 · 1,129 sh | 1,129 | $579.9K | — | -0.4% |
| 2518 | AMG Asset Management Group#2518 · 1,127 sh | 1,127 | $578.9K | — | +5.1% |
| 2519 | Invera Wealth Advisors#2519 · 1,127 sh | 1,127 | $578.8K | 0.31% | New |
| 2520 | BAKER BOYER NATIONAL BANK#2520 · 1,124 sh | 1,124 | $577.3K | 0.16% | -0.1% |
| 2521 | PARK NATIONAL#2521 · 1,124 sh | 1,124 | $577.3K | — | -3.9% |
| 2522 | SENTINEL LBA#2522 · 1,124 sh | 1,124 | $577.0K | 0.05% | -19.9% |
| 2523 | Sandy Cove Advisors#2523 · 1,120 sh | 1,120 | $575.1K | 0.14% | +11.7% |
| 2524 | WULFF, HANSEN#2524 · 1,115 sh | 1,115 | $572.7K | 0.44% | +13.8% |
| 2525 | Summa#2525 · 1,115 sh | 1,115 | $572.7K | 0.18% | -35.4% |
| 2526 | Stronghold Wealth Management L.L.C.#2526 · 1,115 sh | 1,115 | $572.7K | — | +7.7% |
| 2527 | Strathmore Capital Advisors#2527 · 1,062 sh | 1,062 | $571.7K | 0.15% | -10.8% |
| 2528 | Financial Advisors Network#2528 · 1,113 sh | 1,113 | $571.6K | 0.07% | +19.7% |
| 2529 | FIRETHORN WEALTH PARTNERS#2529 · 1,110 sh | 1,110 | $570.2K | — | +22.8% |
| 2530 | Trek Financial#2530 · 1,109 sh | 1,109 | $569.8K | 0.03% | -75.0% |
| 2531 | FORTRESS PRIVATE LEDGER#2531 · 1,109 sh | 1,109 | $569.6K | 0.15% | +58.7% |
| 2532 | TT Capital Management#2532 · 1,108 sh | 1,108 | $569.1K | — | New |
| 2533 | Darwin Wealth Management#2533 · 1,107 sh | 1,107 | $568.9K | 0.16% | +4.0% |
| 2534 | NTV ASSET MANAGEMENT#2534 · 1,106 sh | 1,106 | $568.0K | — | -12.1% |
| 2535 | Cheviot Value Management#2535 · 1,103 sh | 1,103 | $566.5K | 0.06% | 0.0% |
| 2536 | ARVEST INVESTMENTS#2536 · 1,103 sh | 1,103 | $566.5K | — | -0.6% |
| 2537 | SUMMIT WEALTH & RETIREMENT PLANNING#2537 · 1,102 sh | 1,102 | $566.0K | 0.12% | 0.0% |
| 2538 | RICHARDS, MERRILL & PETERSON#2538 · 1,100 sh | 1,100 | $564.8K | — | +0.9% |
| 2539 | Catalyst Capital Advisors#2539 · 1,099 sh | 1,099 | $564.4K | <0.01% | +74.2% |
| 2540 | KFG WEALTH MANAGEMENT#2540 · 1,099 sh | 1,099 | $564.4K | — | +12.6% |
| 2541 | Clean Yield Group#2541 · 1,098 sh | 1,098 | $563.9K | 0.14% | -1.3% |
| 2542 | Ascension Capital Advisors#2542 · 1,096 sh | 1,096 | $562.9K | 0.16% | -5.6% |
| 2543 | Redwood Financial Network#2543 · 1,095 sh | 1,095 | $562.6K | 0.31% | +6.5% |
| 2544 | BDFS Capital#2544 · 1,095 sh | 1,095 | $562.5K | — | +8.7% |
| 2545 | PHILLIPS FINANCIAL MANAGEMENT#2545 · 1,095 sh | 1,095 | $562.4K | — | -6.1% |
| 2546 | Raab & Moskowitz Asset Management#2546 · 1,094 sh | 1,094 | $562.0K | 0.11% | 0.0% |
| 2547 | HEFFERNAN ADVISORY#2547 · 1,094 sh | 1,094 | $561.9K | — | +22.4% |
| 2548 | Private Advisory Group#2548 · 1,094 sh | 1,094 | $561.9K | 0.03% | +13.8% |
| 2549 | Kingsbury Capital Investment Advisors#2549 · 1,094 sh | 1,094 | $561.9K | — | -4.2% |
| 2550 | KMT WEALTH MANAGEMENT#2550 · 1,094 sh | 1,094 | $561.9K | 0.48% | New |
| 2551 | FORTEM FINANCIAL GROUP#2551 · 1,093 sh | 1,093 | $561.4K | — | -19.2% |
| 2552 | Betterment#2552 · 1,092 sh | 1,092 | $561.0K | <0.01% | -3.8% |
| 2553 | JACKSON THORNTON WEALTH MANAGEMENT#2553 · 1,091 sh | 1,091 | $560.3K | 0.04% | +85.9% |
| 2554 | Nadler Financial Group#2554 · 1,090 sh | 1,090 | $559.8K | — | +0.1% |
| 2555 | Alliance Wealth Advisors#2555 · 1,090 sh | 1,090 | $559.8K | — | -8.4% |
| 2556 | Fortitude Family Office#2556 · 1,090 sh | 1,090 | $559.6K | — | -0.7% |
| 2557 | VICTORY FINANCIAL GROUP#2557 · 1,082 sh | 1,082 | $555.7K | 0.06% | -28.5% |
| 2558 | Fullerton Fund Management Ltd.#2558 · 1,081 sh | 1,081 | $555.2K | 0.04% | -23.5% |
| 2559 | Crown Wealth Group#2559 · 1,073 sh | 1,073 | $551.1K | — | +4.0% |
| 2560 | Collaborative Capital Advisors#2560 · 1,073 sh | 1,073 | $551.1K | 0.35% | — |
| 2561 | DIVERSIFIED MANAGEMENT#2561 · 1,073 sh | 1,073 | $551.1K | — | -26.7% |
| 2562 | Essex#2562 · 1,072 sh | 1,072 | $550.7K | — | -15.1% |
| 2563 | BARON SILVER STEVENS FINANCIAL ADVISORS#2563 · 1,072 sh | 1,072 | $550.6K | 0.07% | +4.9% |
| 2564 | SIMON QUICK ADVISORS#2564 · 1,072 sh | 1,072 | $550.6K | — | -6.5% |
| 2565 | Heritage Investment Group#2565 · 1,072 sh | 1,072 | $550.4K | 0.07% | -3.0% |
| 2566 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#2566 · 1,071 sh | 1,071 | $549.9K | — | -12.0% |
| 2567 | Hardworking Capital Advisors#2567 · 1,070 sh | 1,070 | $549.6K | — | +3.5% |
| 2568 | CFS Investment Advisory Services#2568 · 1,018 sh | 1,018 | $549.1K | — | -7.5% |
| 2569 | Discipline Wealth Solutions#2569 · 1,066 sh | 1,066 | $547.5K | — | +4.9% |
| 2570 | 180 WEALTH ADVISORS#2570 · 1,065 sh | 1,065 | $547.1K | 0.05% | +0.9% |
| 2571 | Rise Advisors#2571 · 1,064 sh | 1,064 | $546.5K | — | +2.7% |
| 2572 | Abacus Wealth Partners#2572 · 1,064 sh | 1,064 | $546.5K | 0.06% | -57.1% |
| 2573 | FAS Wealth Partners#2573 · 1,064 sh | 1,064 | $546.3K | 0.03% | -6.4% |
| 2574 | Fortitude Advisory Group L.L.C.#2574 · 1,063 sh | 1,063 | $545.9K | — | -2.3% |
| 2575 | NorthStar Asset Management#2575 · 1,062 sh | 1,062 | $545.6K | 0.22% | -13.9% |
| 2576 | Noble Wealth Management PBC#2576 · 1,062 sh | 1,062 | $545.4K | — | -3.8% |
| 2577 | Entelevest#2577 · 1,059 sh | 1,059 | $543.9K | 0.46% | -0.3% |
| 2578 | RAM Investment Partners#2578 · 1,059 sh | 1,059 | $543.8K | — | -1.2% |
| 2579 | Impact Partnership Wealth#2579 · 1,057 sh | 1,057 | $542.9K | 0.05% | +25.2% |
| 2580 | CAP Partners#2580 · 1,056 sh | 1,056 | $542.3K | — | -1.5% |
| 2581 | SCHAPER BENZ & WISE INVESTMENT COUNSEL#2581 · 1,056 sh | 1,056 | $542.2K | — | 0.0% |
| 2582 | Western Pacific Wealth Management#2582 · 1,055 sh | 1,055 | $542.0K | — | -2.0% |
| 2583 | Mason & Associates#2583 · 1,054 sh | 1,054 | $541.2K | 0.09% | -9.0% |
| 2584 | Apollon Financial#2584 · 1,053 sh | 1,053 | $540.7K | — | +2.8% |
| 2585 | Haven Private#2585 · 1,051 sh | 1,051 | $539.8K | 0.21% | -10.6% |
| 2586 | MANCHESTER FINANCIAL#2586 · 1,049 sh | 1,049 | $538.7K | — | +1.2% |
| 2587 | Townsend & Associates#2587 · 981 sh | 981 | $537.0K | — | -0.4% |
| 2588 | FOUNDERS CAPITAL MANAGEMENT#2588 · 1,045 sh | 1,045 | $536.7K | — | 0.0% |
| 2589 | Ipswich Investment Management#2589 · 1,044 sh | 1,044 | $536.2K | — | +5.6% |
| 2590 | RVW Wealth#2590 · 1,044 sh | 1,044 | $536.0K | — | -2.5% |
| 2591 | Ranch Capital Advisors#2591 · 1,042 sh | 1,042 | $535.3K | 0.17% | -1.6% |
| 2592 | Verity & Verity#2592 · 1,042 sh | 1,042 | $535.2K | — | +10.3% |
| 2593 | KANAWHA CAPITAL MANAGEMENT#2593 · 1,041 sh | 1,041 | $534.6K | — | +19.8% |
| 2594 | Paulson Wealth Management#2594 · 1,040 sh | 1,040 | $534.1K | 0.11% | +1.7% |
| 2595 | Umpqua Bank#2595 · 1,040 sh | 1,040 | $534.1K | 0.12% | -2.6% |
| 2596 | SHUFRO ROSE#2596 · 1,040 sh | 1,040 | $534.0K | 0.03% | -43.5% |
| 2597 | MOTCO#2597 · 1,038 sh | 1,038 | $533.1K | 0.05% | -0.4% |
| 2598 | Select Asset Management#2598 · 1,038 sh | 1,038 | $533.0K | 0.15% | -4.4% |
| 2599 | Madison Wealth Partners#2599 · 1,035 sh | 1,035 | $531.6K | 0.07% | +27.6% |
| 2600 | Argent Advisors#2600 · 1,034 sh | 1,034 | $531.1K | 0.13% | New |
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.