Mastercard Inc (MA) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 3,647
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | Wall Street Financial Group#2601 · 1,031 sh | 1,031 | $529.6K | 0.28% | +20.4% |
| 2602 | LIBERTY WEALTH MANAGEMENT#2602 · 1,059 sh | 1,059 | $529.0K | 0.07% | 0.0% |
| 2603 | Clear Retirement Advice#2603 · 1,029 sh | 1,029 | $528.5K | — | 0.0% |
| 2604 | Virtue Capital Management#2604 · 1,028 sh | 1,028 | $528.0K | 0.07% | -1.7% |
| 2605 | Grandview Asset Management#2605 · 1,027 sh | 1,027 | $527.8K | — | -1.8% |
| 2606 | VERUS CAPITAL PARTNERS#2606 · 1,028 sh | 1,028 | $527.8K | 0.03% | +10.7% |
| 2607 | Dynamic Technology Lab Private Ltd#2607 · 1,027 sh | 1,027 | $527.0K | 0.12% | New |
| 2608 | MATAURO#2608 · 1,024 sh | 1,024 | $525.9K | 0.07% | -0.5% |
| 2609 | MINDSET WEALTH MANAGEMENT#2609 · 1,022 sh | 1,022 | $525.1K | — | -4.6% |
| 2610 | Mainstream Capital Management#2610 · 1,022 sh | 1,022 | $524.9K | — | -12.3% |
| 2611 | Clear Point Advisors#2611 · 1,021 sh | 1,021 | $524.4K | 0.46% | 0.0% |
| 2612 | Curbstone Financial Management#2612 · 1,020 sh | 1,020 | $524.1K | — | New |
| 2613 | Warm Springs Advisors#2613 · 1,019 sh | 1,019 | $523.4K | 0.36% | 0.0% |
| 2614 | Capital Management Associates#2614 · 1,017 sh | 1,017 | $522.3K | — | -0.6% |
| 2615 | Walkner Condon Financial Advisors#2615 · 1,016 sh | 1,016 | $521.8K | 0.06% | +0.1% |
| 2616 | CITY NATIONAL BANK OF FLORIDA#2616 · 1,016 sh | 1,016 | $521.8K | 0.22% | +22.4% |
| 2617 | VICUS CAPITAL#2617 · 1,015 sh | 1,015 | $521.4K | 0.03% | -4.6% |
| 2618 | PROFFITT & GOODSON#2618 · 1,015 sh | 1,015 | $521.3K | 0.07% | +33.9% |
| 2619 | DDD Partners#2619 · 1,013 sh | 1,013 | $520.3K | 0.03% | New |
| 2620 | Magnolia Private Wealth#2620 · 1,013 sh | 1,013 | $520.3K | 0.29% | +5.3% |
| 2621 | DURANTE & WATERS#2621 · 1,012 sh | 1,012 | $519.8K | 0.34% | 0.0% |
| 2622 | Piedmont Capital Management#2622 · 1,012 sh | 1,012 | $519.8K | — | +4.2% |
| 2623 | Lewis Asset Management#2623 · 1,011 sh | 1,011 | $519.3K | — | +5.5% |
| 2624 | Quadrant Private Wealth Management#2624 · 1,007 sh | 1,007 | $517.2K | 0.12% | -13.3% |
| 2625 | First County Bank#2625 · 1,005 sh | 1,005 | $516.2K | — | -4.6% |
| 2626 | KPP Advisory Services#2626 · 1,005 sh | 1,005 | $516.2K | — | +100.2% |
| 2627 | BURNS J W#2627 · 1,004 sh | 1,004 | $515.7K | — | +0.7% |
| 2628 | JERICHO FINANCIAL, LLP#2628 · 1,003 sh | 1,003 | $515.0K | — | -17.0% |
| 2629 | Code Waechter#2629 · 1,001 sh | 1,001 | $514.1K | — | +29.5% |
| 2630 | Kanen Wealth Management#2630 · 1,000 sh | 1,000 | $513.6K | 0.12% | 0.0% |
| 2631 | JMG Financial Group, Ltd.#2631 · 999 sh | 999 | $513.3K | 0.01% | -2.0% |
| 2632 | Johnson Financial Group#2632 · 998 sh | 998 | $512.6K | 0.03% | +63.6% |
| 2633 | Conestoga Capital Advisors#2633 · 995 sh | 995 | $511.0K | 0.01% | 0.0% |
| 2634 | Fourth Dimension Wealth#2634 · 992 sh | 992 | $509.5K | 0.16% | +1.0% |
| 2635 | POTOMAC FUND MANAGEMENT#2635 · 989 sh | 989 | $507.7K | 0.01% | -10.6% |
| 2636 | SAGE RHINO CAPITAL#2636 · 987 sh | 987 | $506.9K | 0.08% | +2.2% |
| 2637 | WESPAC Advisors#2637 · 986 sh | 986 | $506.4K | — | 0.0% |
| 2638 | Clarity Wealth Development#2638 · 986 sh | 986 | $506.3K | — | -0.7% |
| 2639 | Brucke Financial#2639 · 985 sh | 985 | $505.9K | — | -5.6% |
| 2640 | INTEGRAL INVESTMENT ADVISORS#2640 · 985 sh | 985 | $505.9K | 0.11% | -3.1% |
| 2641 | MRA Advisory Group#2641 · 979 sh | 979 | $502.8K | — | -25.2% |
| 2642 | JAMISON PRIVATE WEALTH MANAGEMENT#2642 · 978 sh | 978 | $502.0K | — | New |
| 2643 | FSB PREMIER WEALTH MANAGEMENT#2643 · 977 sh | 977 | $502.0K | 0.14% | -9.6% |
| 2644 | New World Advisors#2644 · 977 sh | 977 | $501.8K | 0.09% | -10.5% |
| 2645 | CMT Capital Markets Trading GmbH#2645 · 976 sh | 976 | $501.0K | <0.01% | +50.9% |
| 2646 | WILKINS INVESTMENT COUNSEL#2646 · 975 sh | 975 | $500.8K | 0.07% | 0.0% |
| 2647 | IBEX WEALTH ADVISORS#2647 · 973 sh | 973 | $500.0K | 0.04% | -2.0% |
| 2648 | Park Capital Management, / WI#2648 · 972 sh | 972 | $499.2K | — | -16.6% |
| 2649 | Stonekeep Investments#2649 · 967 sh | 967 | $497.0K | — | 0.0% |
| 2650 | Retirement Planning of New England#2650 · 962 sh | 962 | $494.3K | — | +2.1% |
| 2651 | Laurion Capital Management#2651 · 962 sh | 962 | $494.1K | 0.01% | New |
| 2652 | Godshalk Welsh Capital Management#2652 · 960 sh | 960 | $493.1K | 0.27% | 0.0% |
| 2653 | GenTrust#2653 · 959 sh | 959 | $492.8K | 0.02% | +19.3% |
| 2654 | SUMMIT WEALTH GROUP#2654 · 958 sh | 958 | $492.2K | 0.04% | +6.7% |
| 2655 | Nemes Rush Group#2655 · 958 sh | 958 | $492.0K | 0.04% | +3.0% |
| 2656 | Eurizon SLJ Capital Ltd#2656 · 958 sh | 958 | $492.0K | 0.18% | 0.0% |
| 2657 | Glen Eagle Advisors#2657 · 954 sh | 954 | $490.1K | 0.06% | -10.8% |
| 2658 | HERITAGE OAK WEALTH ADVISORS#2658 · 953 sh | 953 | $489.3K | — | +1.3% |
| 2659 | Covestor Ltd#2659 · 949 sh | 949 | $488.0K | 0.28% | -2.2% |
| 2660 | COERENTE CAPITAL MANAGEMENT#2660 · 950 sh | 950 | $487.9K | 0.09% | 0.0% |
| 2661 | TIAA , NATIONAL ASSOCIATION#2661 · 948 sh | 948 | $486.9K | 0.03% | -70.2% |
| 2662 | denkapparat Operations GmbH#2662 · 946 sh | 946 | $485.9K | 0.16% | 0.0% |
| 2663 | Ullmann Wealth Partners Group#2663 · 946 sh | 946 | $485.7K | 0.04% | +19.4% |
| 2664 | Capula Management Ltd#2664 · 945 sh | 945 | $485.4K | <0.01% | -76.2% |
| 2665 | FIRST AMERICAN , FSB#2665 · 944 sh | 944 | $485.1K | 0.03% | +13.1% |
| 2666 | FOUNDERS FINANCIAL SECURITIES#2666 · 943 sh | 943 | $484.3K | 0.02% | -4.9% |
| 2667 | MBE Wealth Management#2667 · 943 sh | 943 | $484.3K | — | 0.0% |
| 2668 | Meadow Creek Wealth Advisors#2668 · 943 sh | 943 | $484.2K | 0.30% | -35.0% |
| 2669 | TENET WEALTH PARTNERS#2669 · 877 sh | 877 | $483.9K | — | — |
| 2670 | GPM Growth Investors#2670 · 942 sh | 942 | $483.8K | 0.20% | +2.5% |
| 2671 | Orgel Wealth Management#2671 · 942 sh | 942 | $483.7K | — | +4.9% |
| 2672 | Swan Global Investments#2672 · 940 sh | 940 | $482.8K | 0.01% | +43.7% |
| 2673 | Brookwood Investment Group#2673 · 940 sh | 940 | $482.8K | 0.05% | -42.5% |
| 2674 | PRIVATE CLIENT SERVICES#2674 · 939 sh | 939 | $482.4K | — | +0.9% |
| 2675 | ALTFEST L J#2675 · 933 sh | 933 | $479.2K | 0.05% | -0.3% |
| 2676 | WealthShield Partners#2676 · 932 sh | 932 | $478.7K | 0.07% | -78.2% |
| 2677 | Baskin Financial Services#2677 · 930 sh | 930 | $478.0K | — | -32.6% |
| 2678 | Smith Group Asset Management#2678 · 930 sh | 930 | $477.6K | 0.02% | -56.1% |
| 2679 | BANK HAPOALIM BM#2679 · 928 sh | 928 | $477.0K | 0.03% | +15.1% |
| 2680 | Aberdeen Wealth Management#2680 · 928 sh | 928 | $476.5K | 0.23% | -45.0% |
| 2681 | TOWNSEND ASSET MANAGEMENT /NC#2681 · 919 sh | 919 | $472.0K | 0.15% | +3.0% |
| 2682 | Van Diest Capital#2682 · 915 sh | 915 | $469.8K | 0.42% | -29.0% |
| 2683 | Marble Wealth#2683 · 913 sh | 913 | $468.8K | 0.07% | -8.1% |
| 2684 | EdgeRock Capital#2684 · 911 sh | 911 | $468.0K | 0.11% | -3.5% |
| 2685 | Crews Bank#2685 · 910 sh | 910 | $467.4K | 0.06% | -4.7% |
| 2686 | Hudock#2686 · 909 sh | 909 | $467.3K | — | +0.1% |
| 2687 | Sound Capital Solutions#2687 · 909 sh | 909 | $466.9K | 0.11% | — |
| 2688 | BankPlus Department#2688 · 909 sh | 909 | $466.9K | 0.11% | 0.0% |
| 2689 | Bedel Financial Consulting#2689 · 908 sh | 908 | $466.5K | 0.04% | 0.0% |
| 2690 | Pembroke Management, LTD#2690 · 908 sh | 908 | $466.3K | — | -0.3% |
| 2691 | Tempus Wealth Planning#2691 · 907 sh | 907 | $466.0K | — | +7.3% |
| 2692 | Global Financial Private Client#2692 · 904 sh | 904 | $464.3K | — | +4.1% |
| 2693 | Symphony Financial Services#2693 · 903 sh | 903 | $463.9K | 0.21% | -1.6% |
| 2694 | Signature Equity Partners#2694 · 902 sh | 902 | $463.3K | 0.21% | -15.9% |
| 2695 | Illumine Investment Management#2695 · 0 sh | 0 | $463.3K | — | -100.0% |
| 2696 | DMKC Advisory Services#2696 · 901 sh | 901 | $462.8K | 0.09% | +11.5% |
| 2697 | Aletheian Wealth Advisors#2697 · 900 sh | 900 | $462.2K | — | +9.4% |
| 2698 | Revisor Wealth Management#2698 · 899 sh | 899 | $461.8K | — | -37.3% |
| 2699 | GDS Wealth Management#2699 · 898 sh | 898 | $461.2K | 0.02% | -23.6% |
| 2700 | Morton Capital Management#2700 · 898 sh | 898 | $461.2K | — | +0.7% |
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.