MASTERCARD INCORPORATED

$MA
13F holders
3,600
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
1trades
Convergence

Institutional holders

Top 10 of 3,600 · Source: 13F-HR
01
Tyche Wealth Partners LLC
02
State Street
03
Axa S.a.
04
Litman Gregory Wealth Management LLC
05
Envestnet Asset Management Inc.
06
State Farm Mutual Automobile Insurance Co.
07
ProShare Advisors LLC
08
Renaissancere Holdings Ltd.
09
Deutsche Bank AG
10
Laird Norton Wetherby Wealth Management, LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 3,600 13F holders · Pro →

Smart Money · top-200 alpha cohort

71 holders · Q1 2026
Top-200 Cohort Floods Into $MA: 46 Initiate, 1 Adds in Q1 2026

Forty-six of the top-200 alpha cohort initiated positions in $MA during Q1 2026, against just two exits and one add — a lopsided intake that pushed total cohort holders to 74. Settian Capital LP entered at 14.66% portfolio weight, the largest new position in the cohort; Explore Capital Management, which held a prior 0.30% stake, added aggressively to reach 12.38% (+12.08pp).

Among the other initiations, Tsai Capital Corp opened at 2.24%, Banque Pictet & Cie SA at 2.38%, and Platinum Investment Management at 0.72%. The 25 holders carried over from Q4 2025 were largely static: Wellington Management trimmed modestly to 1.21% (−0.14pp), Fruth Investment Management edged down to 2.79% (−0.66pp), and Voloridge Investment Management cut its weight from 0.92% to 0.17% (−0.75pp) — the sharpest reduction among continuers.

The two exits were Triasima Portfolio Management (out from 0.21%) and Caption Management (out from 0.23%); neither was a large holder. Cohort-average weight across all 74 holders stands at 0.86%, with a range of effectively zero to 14.66% — a distribution skewed heavily by the two top-conviction names at the head of the list.

Forty-six simultaneous initiations in a single quarter is a structurally unusual configuration; whether it reflects index-rebalancing mechanics or genuine new conviction is not determinable from 13F data alone.

01
Explore Capital Management, LLC
12.38% ↑ +12.1pp
α +15.5pts
02
Elefante Mark B
4.04% held
α +10.8pts
03
JTC Employer Solutions Trustee Ltd
3.17% held
α +22.6pts
04
Fruth Investment Management
2.79% ↓ 0.7pp
α +79.5pts
05
Banque Pictet & Cie SA
2.38% NEW
α +10.3pts
06
Motley Fool Wealth Management, LLC
2.17% NEW
α +15.3pts
07
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
1.55% NEW
α +13.4pts
08
Winmill & Co. Inc.
1.47% held
α +11.8pts
09
Wellington Management Group LLP
1.21% held
α +10.5pts
10
Bradley Foster & Sargent INC
1.07% NEW
α +11.1pts
11
Aigen Investment Management, LP
1.04% NEW
α +50.5pts
12
Pittenger & Anderson Inc.
0.99% NEW
α +21.3pts
13
Cypress Capital Group
0.98% ↑ +0.7pp
α +12.6pts
14
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.74% ↑ +0.5pp
α +27.5pts
15
RiverPark Advisors, LLC
0.72% held
α +21.5pts
16
Platinum Investment Management Ltd.
0.72% NEW
α +25.6pts
17
Wincap Financial LLC
0.67% held
α +14.0pts
18
Connor, Clark & Lunn Investment Management Ltd.
0.66% held
α +12.3pts
19
Condor Capital Management
0.61% NEW
α +23.6pts
20
Stelac Advisory Services LLC
0.56% NEW
α +13.4pts
21
Venture Visionary Partners LLC
0.53% NEW
α +10.3pts
22
Choate Investment Advisors
0.53% NEW
α +13.8pts
23
Stamos Capital Partners, L.P.
0.53% NEW
α +10.2pts
24
Fulton Bank, N.a.
0.50% NEW
α +23.8pts
25
Nisa Investment Advisors, LLC
0.47% held
α +16.6pts
26
Banco Santander, S.A.
0.47% held
α +12.6pts
27
Erste Asset Management GmbH
0.46% NEW
α +33.4pts
28
Rokos Capital Management LLP
0.40% NEW
α +12.2pts
29
Delta Financial Advisors LLC
0.38% NEW
α +18.1pts
30
Linscomb Wealth, Inc.
0.35% NEW
α +32.6pts
31
Beverly Hills Private Wealth, LLC
0.33% NEW
α +10.4pts
32
Vista Investment Partners LLC
0.32% held
α +10.8pts
33
WINTON GROUP Ltd
0.31% NEW
α +27.0pts
34
Costello Asset Management, INC
0.30% held
α +14.3pts
35
Fiduciary Alliance LLC
0.25% held
α +16.8pts
36
Independent Solutions Wealth Management, LLC
0.24% NEW
α +19.1pts
37
Principal Securities, Inc.
0.24% held
α +21.3pts
38
GM Advisory Group, LLC
0.22% held
α +16.5pts
39
Svb Wealth LLC
0.22% held
α +29.6pts
40
Courier Capital LLC
0.22% NEW
α +14.9pts
41
Intrinsic Value Partners, LLC
0.21% held
α +13.8pts
42
Echo45 Advisors LLC
0.21% held
α +17.2pts
43
Merrion Investment Management Co, LLC
0.20% held
α +16.0pts
44
CV Advisors LLC
0.18% held
α +29.1pts
45
Voloridge Investment Management, LLC
0.17% ↓ 0.7pp
α +15.5pts
46
ProVise Management Group, LLC
0.17% NEW
α +11.2pts
47
New Age Alpha Advisors, LLC
0.17% held
α +10.8pts
48
Citigroup Inc.
0.16% NEW
α +26.3pts
49
Endeavor Private Wealth, Inc.
0.13% held
α +13.5pts
50
ELCO Management Co., LLC
0.12% NEW
α +10.8pts
51
Hamel Associates, Inc.
0.11% NEW
α +12.3pts
52
Ted Buchan & Co
0.11% NEW
α +13.2pts
53
RFG Advisory, LLC
0.10% NEW
α +16.2pts
54
Corsicana & Co.
0.10% held
α +20.0pts
55
Johnson Financial Group, Inc.
0.09% held
α +14.7pts
56
Resolute Advisors LLC
0.09% held
α +53.0pts
57
Seldon Capital LP
0.08% held
α +20.5pts
58
Triasima Portfolio Management inc.
0.07% held
α +15.7pts
59
Tributary Capital Management, LLC
0.07% held
α +40.6pts
60
Walkner Condon Financial Advisors LLC
0.07% held
α +23.7pts
61
Shufro Rose & Co. LLC
0.06% held
α +32.3pts
62
LM Advisors LLC
0.06% held
α +15.5pts
63
Impact Partnership Wealth, LLC
0.05% held
α +10.3pts
64
Quarry LP
0.05% held
α +10.6pts
65
Caption Management, LLC
0.04% held
α +15.5pts
66
TRUE Private Wealth Advisors
0.04% held
α +23.4pts
67
Semper Augustus Investments Group LLC
0.04% held
α +11.6pts
68
Bellevue Group AG
0.01% held
α +12.2pts
69
Cacti Asset Management LLC
0.01% held
α +12.7pts
70
Greenwich Wealth Management LLC
0.01% held
α +12.7pts
71
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

34 transactions · 6 filers
02 Sep 2025
Sachin J. Mehra
▼ SOLD
2,166
$594.90
S
02 Sep 2025
Sachin J. Mehra
▼ SOLD
297
$594.12
S
02 Sep 2025
Sachin J. Mehra
▼ SOLD
1,987
$592.74
S
02 Sep 2025
Sachin J. Mehra
▼ SOLD
3,613
$591.87
S
02 Sep 2025
Sachin J. Mehra
▼ SOLD
2,241
$590.62
S
02 Sep 2025
Sachin J. Mehra
▼ SOLD
4,240
$589.78
S
02 Sep 2025
Sachin J. Mehra
▼ SOLD
497
$588.56
S
02 Sep 2025
Sachin J. Mehra
▼ SOLD
822
$587.66
S
02 Sep 2025
Sachin J. Mehra
▼ SOLD
1,400
$586.74
S
22 Aug 2025
Ling Hai
▼ SOLD
4,485
$600.00
S
19 Aug 2025
Sachin J. Mehra
▼ SOLD
100
$590.53
S
19 Aug 2025
Sachin J. Mehra
▼ SOLD
700
$590.03
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

16 disclosures · STOCK Act
Senate · West Virginia · Traded Mar 28
BOUGHT
$1K–$15K
Apr 12STOCK
Senate · Rhode Island · Traded Feb 23
SOLD
$1K–$15K
Mar 6STOCK
Senate · Oklahoma · Traded Dec 29
BOUGHT
$50K–$100K
Jan 16STOCK
House · California · Traded Nov 18
BOUGHT
$1K–$15K
Dec 15STOCK
House · California · Traded Oct 17
BOUGHT
$1K–$15K
Nov 18STOCK
House · Texas · Traded Oct 27
SOLD
$1K–$15K
Nov 10STOCK
House · Oregon · Traded Sep 23
SOLD
$1K–$15K
Oct 10STOCK
House · California · Traded Aug 4
BOUGHT
$1K–$15K
Sep 12STOCK
House · Texas · Traded Aug 21
SOLD
$15K–$50K
Sep 12STOCK
House · Texas · Traded Aug 15
BOUGHT
$1K–$15K
Sep 12STOCK
See full $MA Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $MA lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $MA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:53 UTC.