Mastercard Inc (MA) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 3,647
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | JFS WEALTH ADVISORS#2701 · 896 sh | 896 | $460.2K | 0.02% | -3.7% |
| 2702 | MOTIVE WEALTH ADVISORS#2702 · 896 sh | 896 | $460.2K | — | -7.2% |
| 2703 | WILLNER & HELLER#2703 · 896 sh | 896 | $460.1K | 0.29% | +12.7% |
| 2704 | Connecticut Capital Management Group#2704 · 893 sh | 893 | $458.6K | 0.37% | -1.4% |
| 2705 | apricus wealth#2705 · 891 sh | 891 | $457.6K | — | 0.0% |
| 2706 | High Net Worth Advisory Group#2706 · 889 sh | 889 | $456.7K | — | +4.8% |
| 2707 | PACES FERRY WEALTH ADVISORS#2707 · 889 sh | 889 | $456.7K | 0.17% | 0.0% |
| 2708 | Northstar Group#2708 · 889 sh | 889 | $456.7K | 0.06% | -9.7% |
| 2709 | J.M. Arbour#2709 · 889 sh | 889 | $456.6K | 0.39% | +3.0% |
| 2710 | EADS & HEALD WEALTH MANAGEMENT#2710 · 889 sh | 889 | $456.6K | 0.22% | +1.9% |
| 2711 | Hartmann Taylor Wealth Management#2711 · 909 sh | 909 | $454.2K | — | 0.0% |
| 2712 | Benin Management#2712 · 878 sh | 878 | $450.9K | — | 0.0% |
| 2713 | CONSILIO WEALTH ADVISORS#2713 · 876 sh | 876 | $450.0K | 0.11% | -1.4% |
| 2714 | OF VIRGINIA#2714 · 876 sh | 876 | $449.9K | — | 0.0% |
| 2715 | AVITY INVESTMENT MANAGEMENT#2715 · 875 sh | 875 | $449.4K | — | 0.0% |
| 2716 | Oak Barrel Wealth Advisory#2716 · 873 sh | 873 | $448.2K | 0.20% | — |
| 2717 | Colonial Advisors#2717 · 872 sh | 872 | $447.9K | 0.03% | +4.9% |
| 2718 | OAK HARBOR WEALTH PARTNERS#2718 · 872 sh | 872 | $447.9K | 0.17% | -6.9% |
| 2719 | Cynosure Management#2719 · 868 sh | 868 | $445.8K | 0.07% | New |
| 2720 | Keating Financial Advisory Services#2720 · 867 sh | 867 | $445.3K | 0.06% | +31.0% |
| 2721 | CALIBER WEALTH MANAGEMENT, / KS#2721 · 866 sh | 866 | $444.8K | 0.04% | +9.9% |
| 2722 | WOODWARD DIVERSIFIED CAPITAL#2722 · 864 sh | 864 | $443.8K | — | +2.7% |
| 2723 | Malaga Cove Capital#2723 · 864 sh | 864 | $443.8K | — | -15.6% |
| 2724 | Turning Point Benefit Group#2724 · 861 sh | 861 | $443.0K | 0.19% | -30.2% |
| 2725 | Vantus Wealth#2725 · 862 sh | 862 | $442.7K | 0.24% | — |
| 2726 | Heck Capital Advisors#2726 · 861 sh | 861 | $442.5K | — | +0.1% |
| 2727 | Elgethun Capital Management#2727 · 856 sh | 856 | $439.6K | 0.06% | +9.0% |
| 2728 | Phillips Wealth Planners#2728 · 826 sh | 826 | $439.1K | 0.32% | +1.1% |
| 2729 | BCS Wealth Management#2729 · 854 sh | 854 | $438.6K | 0.08% | +3.3% |
| 2730 | NOESIS CAPITAL MANGEMENT#2730 · 853 sh | 853 | $438.3K | — | -7.9% |
| 2731 | M1 Capital Management#2731 · 852 sh | 852 | $437.6K | 0.16% | -1.5% |
| 2732 | GROUP ONE TRADING, L.P.#2732 · 852 sh | 852 | $437.6K | <0.01% | New |
| 2733 | Financial Perspectives#2733 · 852 sh | 852 | $437.4K | 0.11% | -25.7% |
| 2734 | POWER WEALTH MANAGEMENT#2734 · 851 sh | 851 | $437.1K | 0.15% | -34.1% |
| 2735 | Financial Council#2735 · 849 sh | 849 | $436.0K | 0.14% | 0.0% |
| 2736 | JM2 Capital#2736 · 844 sh | 844 | $433.5K | — | +0.8% |
| 2737 | Arbor Investment Advisors#2737 · 842 sh | 842 | $432.5K | — | +28.0% |
| 2738 | Goldstein Advisors#2738 · 842 sh | 842 | $432.5K | — | +10.5% |
| 2739 | New England Research & Management#2739 · 841 sh | 841 | $431.9K | — | -2.9% |
| 2740 | TWIN PEAKS WEALTH ADVISORS#2740 · 840 sh | 840 | $431.4K | 0.10% | +13.8% |
| 2741 | NORTH DALLAS BANK#2741 · 839 sh | 839 | $430.9K | 0.26% | -0.5% |
| 2742 | BNB Wealth Management#2742 · 839 sh | 839 | $430.7K | 0.24% | -21.0% |
| 2743 | Blueshift Asset Management#2743 · 838 sh | 838 | $430.4K | 0.10% | +1.5% |
| 2744 | Pasadena Private Wealth#2744 · 838 sh | 838 | $430.4K | 0.05% | +7.0% |
| 2745 | Navalign#2745 · 837 sh | 837 | $429.9K | 0.10% | -7.9% |
| 2746 | TRUE Private Wealth Advisors#2746 · 836 sh | 836 | $429.5K | — | -0.2% |
| 2747 | Altus Wealth Group#2747 · 835 sh | 835 | $428.9K | — | -4.0% |
| 2748 | Frederick Financial Consultants#2748 · 834 sh | 834 | $428.2K | 0.18% | -4.6% |
| 2749 | Dala Group#2749 · 833 sh | 833 | $428.0K | 0.35% | -9.5% |
| 2750 | BancFirst & Investment Management#2750 · 839 sh | 839 | $427.6K | 0.18% | New |
| 2751 | Innova Wealth Partners#2751 · 831 sh | 831 | $426.9K | — | +3.1% |
| 2752 | Mission Creek Capital Partners#2752 · 831 sh | 831 | $426.8K | 0.07% | -47.7% |
| 2753 | First Financial Group#2753 · 829 sh | 829 | $425.8K | — | -1.2% |
| 2754 | Almanack Investment Partners#2754 · 828 sh | 828 | $425.3K | 0.05% | New |
| 2755 | 4WEALTH ADVISORS#2755 · 834 sh | 834 | $425.0K | — | -11.2% |
| 2756 | AGH Wealth Advisors#2756 · 827 sh | 827 | $424.8K | — | +12.8% |
| 2757 | Mayfair Advisory Group#2757 · 786 sh | 786 | $424.2K | — | +14.9% |
| 2758 | Financial Management Professionals#2758 · 825 sh | 825 | $423.6K | — | -0.1% |
| 2759 | Dominguez Wealth Management Solutions#2759 · 824 sh | 824 | $423.3K | — | 0.0% |
| 2760 | Pinnacle Bancorp#2760 · 823 sh | 823 | $422.7K | — | +1.7% |
| 2761 | TOBIAS FINANCIAL ADVISORS#2761 · 822 sh | 822 | $422.1K | 0.05% | -12.4% |
| 2762 | BALDWIN WEALTH PARTNERS#2762 · 821 sh | 821 | $421.7K | — | -1.2% |
| 2763 | Buck Wealth Strategies#2763 · 820 sh | 820 | $421.1K | 0.04% | +40.9% |
| 2764 | Ballast#2764 · 818 sh | 818 | $420.1K | — | 0.0% |
| 2765 | Carrera Capital Advisors#2765 · 817 sh | 817 | $419.6K | 0.06% | +39.2% |
| 2766 | ELEVATUS WELATH MANAGEMENT#2766 · 816 sh | 816 | $419.2K | — | +10.7% |
| 2767 | LeConte Wealth Management#2767 · 816 sh | 816 | $419.1K | — | +26.9% |
| 2768 | Elm Partners Management#2768 · 815 sh | 815 | $418.6K | 0.01% | +3.0% |
| 2769 | Pullen Investment Management#2769 · 814 sh | 814 | $418.1K | — | -13.9% |
| 2770 | Arbor Wealth Management \AZ#2770 · 812 sh | 812 | $417.3K | — | +0.9% |
| 2771 | DLK Investment Management#2771 · 945 sh | 945 | $416.9K | — | -2.1% |
| 2772 | Alteri Wealth#2772 · 812 sh | 812 | $416.9K | 0.12% | +2.7% |
| 2773 | Tactive Advisors#2773 · 810 sh | 810 | $416.0K | — | +3.2% |
| 2774 | Silver Grove Financial Group#2774 · 808 sh | 808 | $414.8K | 0.22% | -8.8% |
| 2775 | Palatine Hill Wealth Management#2775 · 807 sh | 807 | $414.7K | 0.33% | +9.3% |
| 2776 | CASCADE INVESTMENT GROUP#2776 · 807 sh | 807 | $414.5K | — | -0.7% |
| 2777 | Causey Wealth#2777 · 806 sh | 806 | $414.0K | 0.16% | 0.0% |
| 2778 | WEST MICHIGAN ADVISORS#2778 · 827 sh | 827 | $413.2K | 0.09% | 0.0% |
| 2779 | National Philanthropic#2779 · 803 sh | 803 | $412.4K | <0.01% | +34.5% |
| 2780 | ENDEAVOR PRIVATE WEALTH#2780 · 803 sh | 803 | $412.3K | 0.10% | -11.8% |
| 2781 | Palogic Value Management, L.P.#2781 · 802 sh | 802 | $411.9K | 0.14% | +1.6% |
| 2782 | Millennium Capital Advisors#2782 · 801 sh | 801 | $411.6K | — | -0.1% |
| 2783 | Oakmont Investment Advisors#2783 · 799 sh | 799 | $410.9K | — | -16.5% |
| 2784 | Realta Investment Advisors#2784 · 799 sh | 799 | $410.5K | — | -9.9% |
| 2785 | Owl Creek Wealth Partners#2785 · 799 sh | 799 | $410.4K | — | +7.4% |
| 2786 | TIEMANN INVESTMENT ADVISORS#2786 · 799 sh | 799 | $410.4K | 0.15% | 0.0% |
| 2787 | HAMEL ASSOCIATES#2787 · 799 sh | 799 | $410.4K | 0.11% | 0.0% |
| 2788 | Westover Capital Advisors#2788 · 794 sh | 794 | $407.8K | — | -20.2% |
| 2789 | American National Bank of Texas#2789 · 794 sh | 794 | $407.8K | — | +25.0% |
| 2790 | Abacus Planning Group#2790 · 792 sh | 792 | $407.0K | 0.05% | +2.1% |
| 2791 | Fortis Advisors#2791 · 791 sh | 791 | $406.3K | 0.19% | -3.7% |
| 2792 | MBM WEALTH CONSULTANTS#2792 · 791 sh | 791 | $406.3K | — | +10.6% |
| 2793 | FIRST FINANCIAL#2793 · 791 sh | 791 | $406.3K | — | 0.0% |
| 2794 | LifeWealth Investments#2794 · 790 sh | 790 | $405.8K | — | +2.2% |
| 2795 | Wise Wealth Partners#2795 · 789 sh | 789 | $405.3K | — | 0.0% |
| 2796 | Tower View Wealth Management#2796 · 788 sh | 788 | $404.8K | — | +1.4% |
| 2797 | Ponta Wealth Partners#2797 · 787 sh | 787 | $404.2K | 0.22% | +86.1% |
| 2798 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#2798 · 777 sh | 777 | $404.0K | — | -14.0% |
| 2799 | Gemmer Asset Management#2799 · 786 sh | 786 | $403.7K | — | -2.5% |
| 2800 | Wealthquest#2800 · 785 sh | 785 | $403.2K | 0.03% | -4.2% |
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.