Mastercard Inc (MA) — Institutional Holders, Q2 2026 (page 32)
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 3,101 to 3,200. 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 3,101–3,200 of 3,647
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3101 | Lodestone Wealth Management#3101 · 512 sh | 512 | $262.7K | — | -1.9% |
| 3102 | Hopwood Financial Services#3102 · 512 sh | 512 | $262.7K | 0.15% | +22.8% |
| 3103 | CHANNEL WEALTH#3103 · 511 sh | 511 | $262.4K | 0.06% | 0.0% |
| 3104 | Meriwether Wealth & Planning#3104 · 511 sh | 511 | $262.4K | — | -9.7% |
| 3105 | Financial Partners Group#3105 · 510 sh | 510 | $262.1K | — | 0.0% |
| 3106 | Collaborative Fund Advisors#3106 · 510 sh | 510 | $261.9K | 0.15% | New |
| 3107 | PKS Advisory Services#3107 · 509 sh | 509 | $261.8K | — | New |
| 3108 | Provident Wealth Management#3108 · 509 sh | 509 | $261.4K | — | 0.0% |
| 3109 | Portfolio Strategies#3109 · 509 sh | 509 | $261.2K | 0.03% | +0.2% |
| 3110 | O'ROURKE & COMPANY#3110 · 508 sh | 508 | $261.0K | 0.09% | 0.0% |
| 3111 | Fiduciary Wealth Partners#3111 · 505 sh | 505 | $259.4K | 0.14% | +2.4% |
| 3112 | ADAMSBROWN WEALTH CONSULTANTS#3112 · 505 sh | 505 | $259.4K | — | New |
| 3113 | STG SECURITIES#3113 · 505 sh | 505 | $259.4K | 0.02% | — |
| 3114 | Register Financial Advisors#3114 · 505 sh | 505 | $259.4K | — | +0.2% |
| 3115 | FOUNDERS GROVE WEALTH PARTNERS#3115 · 505 sh | 505 | $259.4K | — | -53.0% |
| 3116 | WESTBOURNE INVESTMENTS#3116 · 505 sh | 505 | $259.4K | 0.11% | New |
| 3117 | NORTHSTAR ASSET MANAGEMENT#3117 · 480 sh | 480 | $259.0K | — | -1.8% |
| 3118 | Acorns Advisers#3118 · 504 sh | 504 | $259.0K | <0.01% | +9.8% |
| 3119 | of Kansas#3119 · 505 sh | 505 | $259.0K | 0.13% | New |
| 3120 | Bernard Wealth Management#3120 · 504 sh | 504 | $258.9K | 0.10% | 0.0% |
| 3121 | ROBERTS GLORE#3121 · 502 sh | 502 | $257.8K | 0.06% | +1.8% |
| 3122 | Prospect Financial Group#3122 · 502 sh | 502 | $257.8K | 0.21% | +6.1% |
| 3123 | FIDUCIARY FINANCIAL GROUP#3123 · 501 sh | 501 | $257.3K | — | New |
| 3124 | DOHENY ASSET MANAGEMENT#3124 · 500 sh | 500 | $257.0K | 0.15% | 0.0% |
| 3125 | Trust Co#3125 · 500 sh | 500 | $256.8K | — | -6.5% |
| 3126 | SilverOak Wealth Management#3126 · 500 sh | 500 | $256.8K | 0.03% | -1.8% |
| 3127 | FIRST HAWAIIAN BANK#3127 · 500 sh | 500 | $256.8K | — | 0.0% |
| 3128 | LS Investment Advisors#3128 · 498 sh | 498 | $255.8K | — | -1.2% |
| 3129 | Fermata Advisors#3129 · 497 sh | 497 | $255.4K | — | New |
| 3130 | Washington Advisors#3130 · 495 sh | 495 | $254.2K | — | +15.7% |
| 3131 | ELCO Management#3131 · 495 sh | 495 | $254.2K | — | 0.0% |
| 3132 | Bell Investment Advisors#3132 · 495 sh | 495 | $254.2K | 0.04% | -2.0% |
| 3133 | Pitti Group Wealth Management#3133 · 495 sh | 495 | $254.2K | 0.19% | -15.4% |
| 3134 | M3 Advisory Group#3134 · 495 sh | 495 | $254.0K | 0.13% | -10.8% |
| 3135 | Tenzing Financial#3135 · 476 sh | 476 | $253.8K | 0.17% | +0.4% |
| 3136 | Citizens National Bank Department#3136 · 494 sh | 494 | $253.7K | 0.04% | 0.0% |
| 3137 | CALTON & ASSOCIATES#3137 · 494 sh | 494 | $253.7K | 0.04% | -33.4% |
| 3138 | RFG - Bristol Wealth Advisors#3138 · 494 sh | 494 | $253.5K | — | -0.4% |
| 3139 | ANB BANK#3139 · 493 sh | 493 | $253.2K | — | 0.0% |
| 3140 | REGIMEN WEALTH#3140 · 493 sh | 493 | $253.0K | 0.07% | +0.2% |
| 3141 | DWR WEALTH MANAGEMENT#3141 · 495 sh | 495 | $252.3K | — | 0.0% |
| 3142 | PCG ASSET MANAGEMENT#3142 · 491 sh | 491 | $252.2K | 0.18% | 0.0% |
| 3143 | Founders Capital Management#3143 · 490 sh | 490 | $251.7K | — | -16.9% |
| 3144 | National Wealth Management Group#3144 · 490 sh | 490 | $251.7K | — | -9.3% |
| 3145 | SeedSafe Financial#3145 · 490 sh | 490 | $251.7K | 0.18% | +0.2% |
| 3146 | TRUSTCO BANK N Y#3146 · 490 sh | 490 | $251.7K | 0.18% | 0.0% |
| 3147 | XY Planning Network#3147 · 489 sh | 489 | $251.2K | — | New |
| 3148 | Global Strategic Investment Solutions#3148 · 489 sh | 489 | $251.2K | — | +4.0% |
| 3149 | Hanson & Doremus Investment Management#3149 · 488 sh | 488 | $251.0K | — | -11.8% |
| 3150 | Holistic Financial Partners#3150 · 489 sh | 489 | $250.9K | 0.15% | -16.6% |
| 3151 | Blackhawk Capital Partners#3151 · 488 sh | 488 | $250.8K | 0.08% | -20.7% |
| 3152 | J. Derek Lewis & Associates#3152 · 488 sh | 488 | $250.7K | 0.05% | -31.0% |
| 3153 | TSA Wealth Managment#3153 · 488 sh | 488 | $250.6K | — | +2.3% |
| 3154 | BURR FINANCIAL SERVICES#3154 · 488 sh | 488 | $250.6K | — | 0.0% |
| 3155 | INSTRUMENTAL WEALTH#3155 · 488 sh | 488 | $250.5K | — | -3.0% |
| 3156 | ABSOLUTE CAPITAL MANAGEMENT#3156 · 487 sh | 487 | $250.2K | — | -14.0% |
| 3157 | MEYER HANDELMAN#3157 · 487 sh | 487 | $250.1K | <0.01% | 0.0% |
| 3158 | CHEMUNG CANAL#3158 · 487 sh | 487 | $250.1K | 0.05% | 0.0% |
| 3159 | Ellsworth Advisors#3159 · 467 sh | 467 | $250.1K | — | -1.3% |
| 3160 | Coyle Financial Counsel#3160 · 486 sh | 486 | $249.7K | 0.05% | New |
| 3161 | HILL ISLAND FINANCIAL#3161 · 486 sh | 486 | $249.6K | — | -19.0% |
| 3162 | LifePlan Investment Advisors#3162 · 486 sh | 486 | $249.6K | 0.09% | +8.0% |
| 3163 | Glassy Mountain Advisors#3163 · 485 sh | 485 | $249.1K | 0.07% | -8.8% |
| 3164 | Capital Investment Counsel#3164 · 484 sh | 484 | $248.6K | — | -2.0% |
| 3165 | POSTROCK PARTNERS#3165 · 484 sh | 484 | $248.6K | 0.10% | 0.0% |
| 3166 | Panoramic Capital Partners#3166 · 481 sh | 481 | $247.0K | 0.12% | -32.8% |
| 3167 | CAPE ANN SAVINGS BANK#3167 · 481 sh | 481 | $247.0K | 0.12% | 0.0% |
| 3168 | FLYNN ZITO CAPITAL MANAGEMENT#3168 · 481 sh | 481 | $246.8K | 0.07% | 0.0% |
| 3169 | Flatrock Wealth Partners#3169 · 479 sh | 479 | $246.1K | 0.10% | -19.4% |
| 3170 | Braeburn Wealth Management#3170 · 479 sh | 479 | $246.0K | — | -5.1% |
| 3171 | TCP Asset Management#3171 · 479 sh | 479 | $246.0K | — | +0.6% |
| 3172 | Arlington#3172 · 479 sh | 479 | $246.0K | — | -1.0% |
| 3173 | Park Place Capital#3173 · 477 sh | 477 | $245.0K | 0.04% | -14.7% |
| 3174 | Dickmeyer Boyce Financial Management#3174 · 476 sh | 476 | $244.7K | — | New |
| 3175 | Thomasville National Bank#3175 · 476 sh | 476 | $244.5K | 0.01% | — |
| 3176 | Wiser Wealth Management#3176 · 476 sh | 476 | $244.5K | — | +5.3% |
| 3177 | WEST PACES ADVISORS#3177 · 475 sh | 475 | $244.1K | — | +1.1% |
| 3178 | Gibson Capital#3178 · 475 sh | 475 | $243.9K | — | +0.4% |
| 3179 | UPTICK PARTNERS#3179 · 474 sh | 474 | $243.7K | 0.04% | +15.6% |
| 3180 | Altar Rock#3180 · 474 sh | 474 | $243.4K | 0.36% | +4.4% |
| 3181 | Shakespeare Wealth Management#3181 · 474 sh | 474 | $243.4K | 0.06% | -7.6% |
| 3182 | Veratis Advisors#3182 · 473 sh | 473 | $242.9K | 0.17% | — |
| 3183 | Everest Management#3183 · 472 sh | 472 | $242.4K | 0.09% | -3.5% |
| 3184 | StoryOne#3184 · 471 sh | 471 | $241.9K | — | New |
| 3185 | McGlone Suttner Wealth Management#3185 · 470 sh | 470 | $241.6K | — | +7.6% |
| 3186 | Financial Symmetry#3186 · 470 sh | 470 | $241.4K | — | 0.0% |
| 3187 | Accelerate Investment Advisors#3187 · 470 sh | 470 | $241.1K | 0.14% | -11.0% |
| 3188 | Fieldview Capital Management#3188 · 469 sh | 469 | $240.9K | 0.07% | New |
| 3189 | PARTNERS WEALTH MANAGEMENT#3189 · 469 sh | 469 | $240.9K | 0.24% | -0.8% |
| 3190 | MQS Management#3190 · 468 sh | 468 | $240.4K | 0.29% | New |
| 3191 | Accuvest Global Advisors#3191 · 467 sh | 467 | $240.0K | 0.21% | New |
| 3192 | TruNorth Capital Management#3192 · 467 sh | 467 | $239.9K | — | 0.0% |
| 3193 | Independent Family Office#3193 · 467 sh | 467 | $239.9K | 0.10% | 0.0% |
| 3194 | PUREfi Wealth#3194 · 467 sh | 467 | $239.9K | — | New |
| 3195 | Sun Group Wealth Partners#3195 · 466 sh | 466 | $239.3K | — | 0.0% |
| 3196 | Heartwood Wealth Advisors#3196 · 466 sh | 466 | $239.3K | — | -1.7% |
| 3197 | Mattern Wealth Management#3197 · 465 sh | 465 | $238.8K | 0.04% | 0.0% |
| 3198 | David J Yvars Group#3198 · 465 sh | 465 | $238.6K | — | New |
| 3199 | ROMANO BROTHERS AND COMPANY#3199 · 464 sh | 464 | $238.3K | — | New |
| 3200 | Boston Common Asset Management#3200 · 463 sh | 463 | $237.8K | — | -1.5% |
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.