| 5.899% |
| 0.57% |
| 4 | STATE STREET CORP | 37.0M | $18.98B | +1.3% | 4.183% | 0.28% |
| 5 | JPMORGAN CHASE & CO | 28.2M | $14.39B | -13.6% | 3.195% | 0.80% |
| 6 | FMR LLC | 23.8M | $12.25B | -1.7% | 2.698% | 0.53% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 21.5M | $11.04B | +2.1% | 2.435% | 0.59% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.2M | $9.84B | -1.4% | 2.169% | 0.44% |
| 9 | MORGAN STANLEY | 15.0M | $7.70B | -1.1% | 1.698% | 0.41% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 12.7M | $6.52B | -2.3% | 1.437% | 1.12% |
| 11 | NORGES BANK | 11.8M | $6.04B | — | 1.330% | 0.60% |
| 12 | Capital Research Global Investors | 11.6M | $5.97B | -16.3% | 1.316% | 0.83% |
| 13 | Capital International Investors | 11.0M | $5.64B | +2.7% | 1.242% | 1.17% |
| 14 | GOLDMAN SACHS GROUP INC | 9.0M | $4.64B | +6.7% | 1.022% | 0.40% |
| 15 | NORTHERN TRUST CORP | 8.5M | $4.37B | -2.1% | 0.963% | 0.51% |
| 16 | Nuveen, LLC | 7.0M | $3.59B | -15.0% | 0.792% | 0.86% |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 7.0M | $3.59B | -1.5% | 0.791% | 0.65% |
| 18 | Bank of New York Mellon Corp | 7.0M | $3.58B | -5.9% | 0.789% | 0.59% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.4M | $3.29B | +6.8% | 0.725% | 0.44% |
| 20 | Invesco Ltd. | 5.8M | $2.97B | +9.4% | 0.655% | 0.24% |
| 21 | Legal & General Group Plc | 5.6M | $2.89B | -4.4% | 0.637% | 0.60% |
| 22 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5.4M | $2.82B | -2.6% | 0.608% | 0.90% |
| 23 | FRANKLIN RESOURCES INC | 5.2M | $2.68B | -4.8% | 0.590% | 0.58% |
| 24 | AMERIPRISE FINANCIAL INC | 5.0M | $2.59B | +11.4% | 0.570% | 0.52% |
| 25 | JENNISON ASSOCIATES LLC | 5.0M | $2.57B | -2.5% | 0.565% | 1.54% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MA — a direct measure of their conviction.
| 87.11% |
| +0.60 pp |
| $408.16B |
| +1.4% |
| Q4 2024 | 3,243 | +8.2% | 86.51% | +10.55 pp | $402.69B | +25% |
| Q3 2024 | 2,997 | — | 75.96% | — | $322.36B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
162 institutions opened new positions in MA during Q2 2026, while 157 fully exited. 2,320 added to existing positions and 998 trimmed.
MA institutional ownership rose by 1.58 percentage points quarter-over-quarter, with a net change of +41 holders.
The top 10 institutions account for 45.0% of all reported 13F value in MA, and the top 25 account for 59.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Mastercard Incorporated (MA) Institutional Ownership