Who holds MAticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MASTERCARD INCORPORATED · CL A · quarter ended 2026-03-31 · 48 members disclosed MA ↗

2,981

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$355B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,273

addsholders whose share count rose or who opened the position (new + add), by shares

313

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MA ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$33.5B	67,011,988	−1,292,212	trim
2	Mastercard Foundation Asset Management Corp	$32.6B	65,234,702	−4,886,928	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$26.2B	52,337,454	—	no prior
4	STATE STREET CORP	$18.2B	36,478,022	−133,454	trim
5	JPMORGAN CHASE & CO	$16.1B	32,656,501	+1,442,277	add
6	FMR LLC	$12.1B	24,263,911	−913,744	trim
7	GEODE CAPITAL MANAGEMENT, LLC	$10.5B	21,071,444	+384,839	add
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$9.7B	19,434,544	—	no prior
9	MORGAN STANLEY	$7.6B	15,162,577	−883,973	trim
10	Capital Research Global Investors	$6.9B	13,884,582	+3,092,606	add
11	WELLINGTON MANAGEMENT GROUP LLP	$6.5B	13,001,582	−495,176	trim
12	Capital International Investors	$5.3B	10,680,967	−7,283,691	trim
13	NORTHERN TRUST CORP	$4.3B	8,688,907	−55,754	trim
14	Nuveen, LLC	$4.1B	8,232,789	+829,789	add
15	GOLDMAN SACHS GROUP INC	$3.8B	7,656,360	+1,766,300	add
16	Bank of New York Mellon Corp	$3.7B	7,417,442	−360,180	trim
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$3.5B	7,094,726	+480,086	add
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$3.0B	6,003,161	+124,320	add
19	Legal & General Group Plc	$2.9B	5,884,139	+138,467	add
20	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.8B	5,521,696	−349,374	trim
21	FRANKLIN RESOURCES INC	$2.7B	5,474,411	−831,256	trim
22	AMERICAN CENTURY COMPANIES INC	$2.7B	5,361,694	−139,552	trim
23	Invesco Ltd.	$2.6B	5,285,968	−136,525	trim
24	JENNISON ASSOCIATES LLC	$2.6B	5,123,041	+480,725	add
25	BANK OF AMERICA CORP /DE/	$2.5B	5,090,085	−252,961	trim
26	ROYAL BANK OF CANADA	$2.5B	4,910,774	−155,546	trim
27	VANGUARD FIDUCIARY TRUST CO	$2.3B	4,682,448	—	no prior
28	Janus Henderson Group Ltd.	$2.3B	4,568,710	−692,259	trim
29	AMERIPRISE FINANCIAL INC	$2.3B	4,525,069	+362,539	add
30	Fisher Asset Management, LLC	$2.2B	4,407,853	+52,048	add
31	DIMENSIONAL FUND ADVISORS LP	$2.1B	4,225,359	+42,871	add
32	WELLS FARGO & COMPANY/MN	$2.0B	3,981,124	+1,208,426	add
33	Capital World Investors	$2.0B	3,943,714	+598,835	add
34	CANADA PENSION PLAN INVESTMENT BOARD	$1.9B	3,899,114	+202,812	add
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.8B	3,666,018	+554,366	add
36	UBS Group AG	$1.8B	3,642,800	−284,582	trim
37	BROWN ADVISORY INC	$1.7B	3,490,102	+329,020	add
38	Amundi	$1.7B	3,426,992	+246,093	add
39	Temasek Holdings (Private) Ltd	$1.6B	3,218,711	+449,493	add
40	DEUTSCHE BANK AG\	$1.6B	3,126,847	−209,756	trim
41	ALLIANCEBERNSTEIN L.P.	$1.3B	2,286,947	−3,957	trim
42	BARCLAYS PLC	$1.3B	2,587,418	−221,288	trim
43	Swiss National Bank	$1.2B	2,484,860	+149,000	add
44	Soroban Capital Partners LP	$1.2B	2,464,499	+575,412	add
45	PRINCIPAL FINANCIAL GROUP INC	$1.2B	2,437,439	+58,987	add
46	Sanders Capital, LLC	$1.2B	2,360,429	+811,841	add
47	AKRE CAPITAL MANAGEMENT LLC	$1.1B	2,281,106	−724,174	trim
48	NORDEA INVESTMENT MANAGEMENT AB	$1.1B	2,270,171	−108,023	trim
49	Sumitomo Mitsui Trust Group, Inc.	$1.0B	2,099,454	−59,560	trim
50	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.0B	2,028,219	−28,945	trim
51	ENVESTNET ASSET MANAGEMENT INC	$966M	1,933,394	+145,324	add
52	BANK OF MONTREAL /CAN/	$954M	1,910,180	−166,501	trim
53	Russell Investments Group, Ltd.	$945M	1,893,218	+107,090	add
54	Mitsubishi UFJ Asset Management Co., Ltd.	$939M	1,879,668	+118,444	add
55	Fiera Capital Corp	$934M	1,869,288	+178,790	add
56	PineStone Asset Management Inc.	$905M	1,810,441	+113,250	add
57	Vanguard Global Advisers, LLC	$890M	1,781,140	—	no prior
58	Swedbank AB	$879M	1,759,564	−491,369	trim
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$865M	1,731,445	−103,965	trim
60	National Pension Service	$860M	1,721,463	+1,721,463	new
61	PARNASSUS INVESTMENTS, LLC	$847M	1,694,979	−114,301	trim
62	TWO SIGMA INVESTMENTS, LP	$837M	1,675,098	+1,233,602	add
63	Ensign Peak Advisors, Inc	$825M	1,651,945	+130,482	add
64	HSBC HOLDINGS PLC	$786M	1,573,735	−1,621,761	trim
65	Pictet Asset Management Holding SA	$771M	1,542,577	−65,860	trim
66	POLEN CAPITAL MANAGEMENT LLC	$770M	1,541,388	−590,339	trim
67	FIL Ltd	$750M	1,501,408	−92,767	trim
68	Valley Forge Capital Management, LP	$743M	1,487,496	+87	add
69	RAYMOND JAMES FINANCIAL INC	$741M	1,483,178	−53,105	trim
70	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$723M	1,447,978	+75,383	add
71	VANGUARD ASSET MANAGEMENT, Ltd	$702M	1,405,707	—	no prior
72	Allianz Asset Management GmbH	$688M	1,377,559	−153,199	trim
73	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	$688M	1,379,038	−3,917	trim
74	Rothschild & Co Wealth Management UK Ltd	$676M	1,352,607	−29,941	trim
75	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$659M	1,318,219	+674,169	add
76	CIBC Bancorp USA Inc.	$629M	1,259,378	—	no prior
77	SEI INVESTMENTS CO	$621M	1,243,557	+59,110	add
78	VICTORY CAPITAL MANAGEMENT INC	$618M	1,236,533	−262,183	trim
79	APG Asset Management N.V.	$614M	1,416,130	+98,561	add
80	Bank Julius Baer & Co. Ltd, Zurich	$610M	1,223,187	−47,355	trim
81	D. E. Shaw & Co., Inc.	$568M	1,136,219	+814,801	add
82	CITADEL ADVISORS LLC	$562M	1,125,671	+942,974	add
83	Robeco Institutional Asset Management B.V.	$548M	1,097,392	+72,183	add
84	DnB Asset Management AS	$548M	1,096,009	−165,045	trim
85	Ninety One UK Ltd	$534M	1,067,740	−168,990	trim
86	LPL Financial LLC	$531M	1,063,367	+37,276	add
87	Veritas Asset Management LLP	$531M	1,063,314	+275,464	add
88	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$530M	1,060,651	−24,296	trim
89	BNP Paribas Asset Management Holding S.A.	$515M	1,030,611	−52,324	trim
90	Universal- Beteiligungs- und Servicegesellschaft mbH	$509M	1,021,403	−64,857	trim
91	FIRST TRUST ADVISORS LP	$496M	992,696	+142,324	add
92	CREDIT AGRICOLE S A	$482M	965,130	−38,009	trim
93	PRUDENTIAL FINANCIAL INC	$479M	959,364	−15,110	trim
94	Mirova US LLC	$479M	957,746	−39,036	trim
95	VOYA INVESTMENT MANAGEMENT LLC	$476M	953,139	−189,302	trim
96	Grantham, Mayo, Van Otterloo & Co. LLC	$475M	950,785	+948,352	add
97	MACKENZIE FINANCIAL CORP	$470M	940,027	+97,016	add
98	ING GROEP NV	$470M	940,022	−344,677	trim
99	Vontobel Holding Ltd.	$469M	939,213	−90,357	trim
100	BLAIR WILLIAM & CO/IL	$461M	923,405	−31,783	trim
101	1832 Asset Management L.P.	$453M	905,930	−28,094	trim
102	Aberdeen Group plc	$442M	885,384	−17,060	trim
103	FIFTH THIRD BANCORP	$436M	871,642	+178,479	add
104	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$432M	864,125	+410,243	add
105	TD ASSET MANAGEMENT INC	$430M	859,940	+7,591	add
106	US BANCORP \DE\	$429M	859,438	−21,726	trim
107	CI INVESTMENTS INC.	$423M	845,789	+18,372	add
108	Winslow Capital Management, LLC	$418M	836,577	−402,544	trim
109	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$413M	826,331	−34,073	trim
110	MILLENNIUM MANAGEMENT LLC	$408M	817,074	+548,900	add
111	Holocene Advisors, LP	$402M	805,176	+527,842	add
112	NATIONAL BANK OF CANADA /FI/	$395M	790,706	+3,168	add
113	ALKEON CAPITAL MANAGEMENT LLC	$389M	778,465	0	no change
114	AQR CAPITAL MANAGEMENT LLC	$386M	776,162	−73,242	trim
115	CITIGROUP INC	$384M	768,929	+123,079	add
116	STOREBRAND ASSET MANAGEMENT AS	$378M	757,514	—	no prior
117	Man Group plc	$378M	755,983	−81,246	trim
118	AVIVA PLC	$368M	735,780	+20,355	add
119	ADAGE CAPITAL PARTNERS GP, L.L.C.	$357M	713,610	−16,950	trim
120	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$354M	708,951	−15,286	trim
121	MENORA MIVTACHIM HOLDINGS LTD.	$346M	692,560	+1,000	add
122	NOMURA ASSET MANAGEMENT CO LTD	$342M	685,222	+8,030	add
123	STIFEL FINANCIAL CORP	$338M	676,186	−106,023	trim
124	Sarasin & Partners LLP	$337M	674,333	−44,119	trim
125	Corient Private Wealth LLC	$335M	680,512	−742,514	trim
126	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	$335M	670,000	+75,000	add
127	Focus Partners Wealth	$332M	665,028	−22,514	trim
128	BANQUE PICTET & CIE SA	$332M	664,131	−191,032	trim
129	Mitsubishi UFJ Trust & Banking Corp	$331M	662,206	−5,263	trim
130	PANAGORA ASSET MANAGEMENT INC	$324M	647,559	−14,330	trim
131	Zurcher Kantonalbank (Zurich Cantonalbank)	$318M	636,462	+636,462	new
132	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$317M	635,116	−163,797	trim
133	Mariner, LLC	$317M	634,854	−13,821	trim
134	EAGLE CAPITAL MANAGEMENT LLC	$312M	624,540	+624,540	new
135	MARSHFIELD ASSOCIATES	$300M	600,154	−26,528	trim
136	SEB Asset Management AB	$294M	587,548	—	no prior
137	Magellan Asset Management Ltd	$292M	584,990	−46,408	trim
138	PRIMECAP MANAGEMENT CO/CA/	$291M	582,171	+61,380	add
139	Metropolis Capital Ltd	$291M	582,037	+111,475	add
140	WORLDQUANT MILLENNIUM ADVISORS LLC	$288M	576,496	−116,021	trim
141	Navera Investment Management Ltd.	$287M	574,253	−100,736	trim
142	Connor, Clark & Lunn Investment Management Ltd.	$287M	573,464	+252,570	add
143	Haverford Trust Co	$277M	555,296	−2,418	trim
144	Marex Group Ltd	$276M	551,614	+60,677	add
145	CIBC WORLD MARKET INC.	$275M	551,370	+116,817	add
146	Korea Investment CORP	$271M	541,997	−42,670	trim
147	Alecta Tjanstepension Omsesidigt	$270M	540,360	+425,760	add
148	HighTower Advisors, LLC	$267M	534,332	−1,675	trim
149	Employees Provident Fund Board	$266M	533,000	+97,500	add
150	Baird Financial Group, Inc.	$265M	530,614	+530,614	new
151	FLOSSBACH VON STORCH SE	$265M	529,576	−48,885	trim
152	PFA Pension, Forsikringsaktieselskab	$251M	502,535	+502,535	new
153	JENSEN INVESTMENT MANAGEMENT INC	$245M	490,929	+8,189	add
154	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$239M	477,833	+1,568	add
155	LGT Group Foundation	$237M	474,944	−18,292	trim
156	MONTRUSCO BOLTON INVESTMENTS INC.	$237M	489,843	+107,093	add
157	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$234M	468,965	+14,465	add
158	STATE OF WISCONSIN INVESTMENT BOARD	$230M	461,128	+13,443	add
159	Egerton Capital (UK) LLP	$230M	459,652	+1,310	add
160	Mawer Investment Management Ltd.	$226M	452,214	−10,945	trim
161	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$224M	448,662	+31,368	add
162	DANSKE BANK A/S	$224M	447,496	−4,935	trim
163	PUBLIC SECTOR PENSION INVESTMENT BOARD	$221M	442,308	−41,527	trim
164	FARALLON CAPITAL MANAGEMENT, L.L.C.	$217M	435,071	—	no prior
165	UniSuper Management Pty Ltd	$216M	432,923	−40,525	trim
166	Quantinno Capital Management LP	$213M	425,950	+50,500	add
167	Chevy Chase Trust Holdings, LLC	$212M	424,898	−13,518	trim
168	Vanguard Investments Australia, Ltd.	$210M	420,475	—	no prior
169	ROYAL LONDON ASSET MANAGEMENT LTD	$210M	419,863	+3,629	add
170	KEYBANK NATIONAL ASSOCIATION/OH	$209M	417,813	−706	trim
171	CHILTON INVESTMENT CO INC.	$203M	405,818	−7,360	trim
172	Empower Advisory Group, LLC	$202M	404,083	+28,895	add
173	Asset Management One Co., Ltd.	$202M	404,082	−13,300	trim
174	Cerity Partners LLC	$198M	395,703	−6,329	trim
175	Evercore Wealth Management, LLC	$196M	392,062	−7,117	trim
176	KLP KAPITALFORVALTNING AS	$195M	390,794	+12,080	add
177	M&T BANK CORP	$195M	390,438	−7,728	trim
178	Candriam S.C.A.	$195M	389,267	−28,043	trim
179	Carmignac Gestion	$190M	380,470	+80,875	add
180	BRISTOL JOHN W & CO INC /NY/	$190M	379,695	−4,580	trim
181	BRIDGES INVESTMENT MANAGEMENT INC	$189M	378,188	−2,554	trim
182	Douglass Winthrop Advisors, LLC	$189M	377,294	−861	trim
183	Sustainable Growth Advisers, LP	$188M	376,414	+376,414	new
184	Prana Capital Management, LP	$188M	375,555	+209,820	add
185	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$184M	368,812	+140,742	add
186	LAZARD ASSET MANAGEMENT LLC	$183M	367,121	+38,875	add
187	Qube Research & Technologies Ltd	$181M	363,210	+112,651	add
188	Retirement Systems of Alabama	$181M	362,562	−1,490	trim
189	Allspring Global Investments Holdings, LLC	$175M	355,564	−69,628	trim
190	OMERS ADMINISTRATION Corp	$170M	340,533	−31,347	trim
191	LBP AM SA	$167M	333,723	−40,342	trim
192	TEACHER RETIREMENT SYSTEM OF TEXAS	$167M	333,230	+3,408	add
193	TORONTO DOMINION BANK	$165M	330,648	−152,522	trim
194	MFF Capital Investments Ltd	$165M	330,119	+13,000	add
195	Stonehage Fleming Financial Services Holdings Ltd	$161M	321,817	−59,143	trim
196	JUPITER ASSET MANAGEMENT LTD	$160M	326,288	+223,339	add
197	BALYASNY ASSET MANAGEMENT L.P.	$156M	311,268	+292,962	add
198	DAVENPORT & Co LLC	$153M	306,025	+1,524	add
199	Canoe Financial LP	$151M	302,781	−9,700	trim
200	Swiss Life Asset Management Ltd	$148M	327,791	+85,935	add
201	Railway Pension Investments Ltd	$146M	292,460	−41,800	trim
202	State of New Jersey Common Pension Fund D	$145M	291,067	−2,693	trim
203	JOHNSON INVESTMENT COUNSEL INC	$145M	290,453	+8,630	add
204	Creative Planning	$141M	282,263	+14,946	add
205	Cetera Investment Advisers	$140M	280,577	−16,569	trim
206	Impax Asset Management Group plc	$140M	279,494	−52,956	trim
207	Tredje AP-fonden	$139M	279,161	−96,049	trim
208	Epoch Investment Partners, Inc.	$139M	277,878	+1,775	add
209	Resona Asset Management Co.,Ltd.	$136M	273,557	+1,825	add
210	Lansforsakringar Fondforvaltning AB (publ)	$136M	272,654	−904	trim
211	Findlay Park Partners LLP	$136M	271,410	−207,920	trim
212	PARK PRESIDIO CAPITAL LLC	$136M	271,286	+65,345	add
213	Capital International, Inc./CA/	$135M	269,740	+31,752	add
214	SUSQUEHANNA ADVISORS GROUP, INC.	$132M	265,000	+205,000	add
215	GUARDCAP ASSET MANAGEMENT Ltd	$132M	264,057	−219,395	trim
216	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$129M	257,276	+38,377	add
217	AustralianSuper Pty Ltd	$128M	255,269	−488,631	trim
218	NISA INVESTMENT ADVISORS, LLC	$127M	255,036	−20,536	trim
219	TRUIST FINANCIAL CORP	$126M	252,732	+6,211	add
220	Calamos Advisors LLC	$124M	248,453	+7,771	add
221	Cryder Capital Partners LLP	$123M	245,819	+19,520	add
222	ASSETMARK, INC	$122M	244,324	+15,025	add
223	Federation des caisses Desjardins du Quebec	$121M	242,245	+13,835	add
224	FEDERATED HERMES, INC.	$120M	240,317	−93,784	trim
225	STATE OF MICHIGAN RETIREMENT SYSTEM	$120M	239,681	−1,900	trim
226	XPONANCE LLC	$117M	234,972	+17,449	add
227	Atalan Capital Partners, LP	$117M	234,650	+3,400	add
228	Arizona State Retirement System	$116M	232,088	−11,376	trim
229	Danica Pension, Livsforsikringsaktieselskab	$116M	231,677	−143,442	trim
230	Jefferies Financial Group Inc.	$113M	227,064	+122,147	add
231	CIBC Asset Management Inc	$113M	225,626	+3,095	add
232	Styrax Capital, LP	$112M	225,000	−912	trim
233	Czech National Bank	$111M	221,798	+5,587	add
234	Assenagon Asset Management S.A.	$109M	217,287	−648,236	trim
235	Bowie Capital Management, LLC	$107M	213,698	+16,127	add
236	DSM CAPITAL PARTNERS LLC	$105M	211,023	−8,836	trim
237	HM PAYSON & CO	$105M	210,012	−27,977	trim
238	Vident Advisory, LLC	$104M	208,176	+22,269	add
239	MARKEL GROUP INC.	$104M	207,540	0	no change
240	Mirae Asset Global Investments Co., Ltd.	$103M	206,769	+18,287	add
241	Munro Partners	$103M	206,114	−35,360	trim
242	Stockbridge Partners LLC	$103M	205,974	+205,974	new
243	L1 Capital International Pty Ltd	$101M	202,344	+8,735	add
244	ARGENT CAPITAL MANAGEMENT LLC	$100M	200,874	−9,866	trim
245	AE Wealth Management LLC	$100.0M	200,129	+10,577	add
246	Tidal Investments LLC	$99.4M	199,618	+81,437	add
247	Rafferty Asset Management, LLC	$99.3M	198,756	−52,282	trim
248	COMMONWEALTH EQUITY SERVICES, LLC	$99.2M	198,518	−17,893	trim
249	Fisher Funds Management LTD	$97.8M	195,699	+18,396	add
250	RENAISSANCE TECHNOLOGIES LLC	$97.3M	194,651	+188,894	add
251	OSAIC HOLDINGS, INC.	$96.6M	193,285	+111	add
252	BANK OF NOVA SCOTIA	$96.0M	192,216	+2,609	add
253	M&G Plc	$95.4M	190,750	−16,227	trim
254	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$94.8M	189,708	−1,019	trim
255	Rockefeller Capital Management L.P.	$94.7M	189,496	+3,146	add
256	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$92.4M	184,914	+17,967	add
257	CITIZENS FINANCIAL GROUP INC/RI	$91.8M	183,763	+2,795	add
258	SCHWARTZ INVESTMENT COUNSEL INC	$91.7M	183,474	−44,050	trim
259	Glenview Trust Co	$90.0M	180,138	+3,931	add
260	NISSAY ASSET MANAGEMENT CORP /JAPAN	$89.9M	179,844	+29,057	add
261	Camrose Capital Investment Partners LLP	$89.7M	179,476	+87,274	add
262	ProShare Advisors LLC	$89.0M	178,156	−8,868	trim
263	Seilern Investment Management Ltd	$88.9M	177,965	−41,206	trim
264	ABN AMRO INVESTMENT SOLUTIONS	$88.3M	176,691	−6,377	trim
265	EFG International AG	$87.9M	175,884	+13,603	add
266	COMMERCE BANK	$87.4M	174,961	+50,320	add
267	Daiwa Securities Group Inc.	$87.4M	174,862	+7,593	add
268	Freestone Grove Partners LP	$86.2M	172,536	+172,536	new
269	Ninety One North America, Inc.	$84.6M	169,348	+4,613	add
270	IFM Investors Pty Ltd	$84.3M	168,678	+4,384	add
271	B. Metzler seel. Sohn & Co. AG	$83.5M	167,139	−11,055	trim
272	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$82.2M	164,587	+17,520	add
273	Eurizon Capital SGR S.p.A.	$82.1M	164,515	−17,007	trim
274	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$81.8M	164,232	+15,551	add
275	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$81.3M	215,035	−44,403	trim
276	Aware Super Pty Ltd as trustee of Aware Super	$81.3M	162,688	—	no prior
277	KING LUTHER CAPITAL MANAGEMENT CORP	$80.6M	161,407	−7,892	trim
278	Woodline Partners LP	$80.3M	160,778	+20,280	add
279	TD Waterhouse Canada Inc.	$80.0M	162,937	+34,332	add
280	Zurich Insurance Group Ltd/FI	$78.6M	157,365	−21,278	trim
281	YCG, LLC	$78.2M	156,474	−4,562	trim
282	Pathstone Holdings, LLC	$77.8M	155,625	+2,792	add
283	MML INVESTORS SERVICES, LLC	$77.4M	154,951	−18,880	trim
284	BLI - Banque de Luxembourg Investments	$76.7M	135,087	+135,087	new
285	SUMMITRY LLC	$75.0M	150,135	+710	add
286	GUYASUTA INVESTMENT ADVISORS INC	$74.2M	148,549	−159	trim
287	Chicago Capital, LLC	$74.2M	148,471	−629	trim
288	Varma Mutual Pension Insurance Co	$74.1M	148,208	0	no change
289	WEITZ INVESTMENT MANAGEMENT, INC.	$73.5M	147,000	−8,900	trim
290	CONFLUENCE INVESTMENT MANAGEMENT LLC	$73.2M	146,534	−8,865	trim
291	Vinva Investment Management Ltd	$73.1M	147,968	−9,590	trim
292	NICHOLS & PRATT ADVISERS LLP /MA	$73.0M	146,153	+1,021	add
293	Engineers Gate Manager LP	$72.5M	145,023	+114,902	add
294	J. Safra Sarasin Holding AG	$72.1M	144,289	−21,586	trim
295	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$71.8M	143,781	−806	trim
296	LGT CAPITAL PARTNERS LTD.	$71.6M	143,378	+24,784	add
297	Bristol Gate Capital Partners Inc.	$70.8M	141,616	−10,505	trim
298	SCOTIA CAPITAL INC.	$70.6M	141,289	−23,935	trim
299	Andra AP-fonden	$69.7M	139,489	+13,428	add
300	Carnegie Investment Counsel	$69.3M	143,477	+1,711	add
301	Vanguard Personalized Indexing Management, LLC	$67.6M	135,281	−171	trim
302	USS Investment Management Ltd	$67.5M	134,989	+1,958	add
303	Utah Retirement Systems	$65.4M	130,792	−3,166	trim
304	Raiffeisen Bank International AG	$64.4M	130,315	−16,184	trim
305	Troy Asset Management Ltd	$64.2M	128,447	−1,332	trim
306	Schonfeld Strategic Advisors LLC	$64.1M	128,385	+100,262	add
307	OPPENHEIMER ASSET MANAGEMENT INC.	$64.1M	128,229	−2,266	trim
308	REGIONS FINANCIAL CORP	$63.7M	127,555	−6,550	trim
309	PRUDENTIAL PLC	$63.6M	127,316	−20,297	trim
310	QRG CAPITAL MANAGEMENT, INC.	$63.1M	126,287	+11,196	add
311	OAKMONT Corp	$62.3M	124,667	+2,488	add
312	TRILLIUM ASSET MANAGEMENT, LLC	$61.1M	186,298	+61,669	add
313	GUGGENHEIM CAPITAL LLC	$61.0M	121,998	−1,502	trim
314	BENJAMIN EDWARDS INC	$60.6M	121,229	−1,649	trim
315	Rakuten Investment Management, Inc.	$60.5M	122,478	+13,239	add
316	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$60.5M	120,984	+2,100	add
317	Sumitomo Mitsui DS Asset Management Company, Ltd	$60.4M	120,804	+1,380	add
318	Squarepoint Ops LLC	$60.3M	120,702	−8,395	trim
319	NEOS Investment Management LLC	$60.0M	120,174	+6,218	add
320	Trajan Wealth LLC	$59.5M	119,130	−524	trim
321	HARRIS ASSOCIATES L P	$59.3M	118,615	−416	trim
322	J. Stern & Co. LLP	$59.3M	118,604	−72,478,493	trim
323	Obermeyer Wealth Partners	$58.7M	117,429	−1,228	trim
324	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$58.3M	116,693	−34,542	trim
325	Banco Santander, S.A.	$57.9M	115,814	−4,894	trim
326	Voleon Capital Management LP	$57.6M	115,223	+11,724	add
327	NewEdge Advisors, LLC	$57.4M	114,809	+5,684	add
328	Advisors Asset Management, Inc.	$56.5M	112,999	−3,165	trim
329	Ilex Capital Partners (UK) LLP	$56.3M	112,593	+112,593	new
330	Hyperion Asset Management Ltd	$55.9M	111,915	+1,779	add
331	Junto Capital Management LP	$55.3M	110,656	+110,656	new
332	BEACON INVESTMENT ADVISORY SERVICES, INC.	$54.5M	109,031	−4,786	trim
333	UMB Bank, n.a.	$54.3M	108,704	−7,966	trim
334	OP Asset Management Ltd	$54.1M	108,193	—	no prior
335	Wealthfront Advisers LLC	$54.0M	108,039	+1,366	add
336	ONTARIO TEACHERS PENSION PLAN BOARD	$53.8M	107,644	+107,644	new
337	Capital International Sarl	$53.6M	107,299	−3,317	trim
338	Crossmark Global Holdings, Inc.	$53.6M	107,254	—	no prior
339	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$53.2M	106,527	−1,650	trim
340	Destination Wealth Management	$52.9M	105,871	+2,509	add
341	MAI Capital Management	$52.8M	105,631	+3,014	add
342	NewEdge Wealth, LLC	$52.5M	105,082	−3,029	trim
343	MEEDER ASSET MANAGEMENT INC	$51.5M	102,985	+37,969	add
344	Davis Asset Management, L.P.	$51.0M	102,000	+17,000	add
345	Lido Advisors, LLC	$50.8M	101,679	−9,609	trim
346	Triodos Investment Management BV	$50.6M	101,364	−1,000	trim
347	FIRST MANHATTAN CO. LLC.	$50.1M	100,323	+33,108	add
348	Groupe la Francaise	$50.0M	100,191	−104	trim
349	Erste Asset Management GmbH	$49.5M	100,629	−37,531	trim
350	Sather Financial Group Inc	$49.5M	99,122	+3,200	add
351	Port Capital LLC	$49.4M	98,867	−12,037	trim
352	ACADEMY CAPITAL MANAGEMENT	$49.2M	98,471	−3,288	trim
353	Kingsview Wealth Management, LLC	$49.0M	98,120	+1,313	add
354	MACQUARIE GROUP LTD	$49.0M	98,098	−123,700	trim
355	THORNBURG INVESTMENT MANAGEMENT INC	$48.9M	97,913	−1,139	trim
356	Bath Savings Trust Co	$48.8M	97,700	−1,872	trim
357	Vest Financial, LLC	$48.8M	97,667	+33,085	add
358	E. Ohman J:or Asset Management AB	$48.6M	97,169	−3,780	trim
359	IEQ CAPITAL, LLC	$48.3M	96,764	−23,946	trim
360	MERCER GLOBAL ADVISORS INC /ADV	$48.3M	96,631	−2,966	trim
361	ASR Vermogensbeheer N.V.	$48.0M	96,154	+1,717	add
362	NS Partners Ltd	$47.7M	95,511	−5,127	trim
363	Empowered Funds, LLC	$47.3M	94,757	+7,424	add
364	Investment Management Corp of Ontario	$47.1M	94,318	+2,880	add
365	Hardman Johnston Global Advisors LLC	$46.9M	93,812	−4,958	trim
366	Cresset Asset Management, LLC	$46.8M	93,711	−633	trim
367	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$46.6M	93,300	−600	trim
368	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$46.3M	92,633	−1,523	trim
369	JACOBS LEVY EQUITY MANAGEMENT, INC	$46.2M	92,464	−67,920	trim
370	Guinness Asset Management LTD	$46.2M	92,434	+3,218	add
371	CASTLEARK MANAGEMENT LLC	$46.0M	92,013	−10,438	trim
372	STEPHENS INC /AR/	$45.8M	91,580	+654	add
373	Elo Mutual Pension Insurance Co	$45.7M	91,471	−687	trim
374	Two Creeks Capital Management, LP	$45.3M	90,649	+651	add
375	Heritage Wealth Advisors	$44.6M	89,345	−29,239	trim
376	Advisors Capital Management, LLC	$44.5M	89,105	+2,838	add
377	Rokos Capital Management LLP	$44.3M	88,635	+88,635	new
378	Meridiem Capital Partners LP	$44.3M	88,646	+38,615	add
379	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$44.2M	88,431	−105,412	trim
380	TOKIO MARINE ASSET MANAGEMENT CO LTD	$44.1M	88,311	+1,651	add
381	Busey Bank	$44.1M	88,213	+1,143	add
382	OFI INVEST ASSET MANAGEMENT	$43.9M	100,552	+12,371	add
383	Hemenway Trust Co LLC	$43.8M	87,703	+816	add
384	Blacksheep Fund Management Ltd	$43.8M	87,650	+43,330	add
385	Teewinot Capital Advisers, L.L.C.	$43.8M	87,598	−31,068	trim
386	MILFORD FUNDS LTD	$43.4M	86,912	+86,912	new
387	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$43.3M	86,750	−371,723	trim
388	Longaeva Partners L.P.	$42.9M	85,782	+85,782	new
389	CWM, LLC	$42.9M	85,759	+2,511	add
390	&PARTNERS	$42.1M	84,269	+5,275	add
391	Sanctuary Advisors, LLC	$41.0M	82,145	−7,622	trim
392	Maple Capital Management, Inc.	$40.9M	81,915	−614	trim
393	CAMBIAR INVESTORS LLC	$40.7M	81,380	+21,706	add
394	MEITAV INVESTMENT HOUSE LTD	$40.4M	80,922	+8,140	add
395	MayTech Global Investments, LLC	$40.2M	80,418	−1,332	trim
396	BAMCO INC /NY/	$39.8M	79,754	−204	trim
397	SouthState Bank Corp	$39.4M	78,915	−561	trim
398	Generali Asset Management SPA SGR	$39.4M	78,833	+1,223	add
399	Illinois Municipal Retirement Fund	$39.3M	78,712	+6,937	add
400	Gotham Asset Management, LLC	$39.1M	78,164	+10,322	add
401	Northwest & Ethical Investments L.P.	$38.9M	77,880	+15,724	add
402	EP Wealth Advisors, LLC	$38.9M	77,759	+13,433	add
403	Kepler Cheuvreux (Suisse) SA	$38.6M	77,206	−12,396	trim
404	ALTA CAPITAL MANAGEMENT LLC/	$38.5M	77,112	−6,320	trim
405	Point72 Asset Management, L.P.	$38.4M	76,754	+76,754	new
406	Kestra Advisory Services, LLC	$37.8M	75,688	+1,263	add
407	Beacon Pointe Advisors, LLC	$37.4M	74,852	+19,158	add
408	Steward Partners Investment Advisory, LLC	$37.2M	74,416	−5,991	trim
409	Union Bancaire Privee, UBP SA	$37.0M	62,232	−55,654	trim
410	DOCK STREET ASSET MANAGEMENT INC	$36.8M	73,568	−2,220	trim
411	Marathon Asset Management Ltd	$36.4M	72,740	+72,740	new
412	Spinecap SAS	$36.1M	72,272	+37,185	add
413	ROCKLAND TRUST CO	$35.9M	71,800	+4,093	add
414	WAYCROSS PARTNERS, LLC	$35.8M	71,670	+1,708	add
415	Quadrature Capital Ltd	$35.7M	71,529	+71,529	new
416	Kimelman & Baird, LLC	$35.5M	70,961	−7,608	trim
417	BlueSpruce Investments, LP	$35.2M	70,462	−365,681	trim
418	Artisan Partners Limited Partnership	$35.2M	70,348	−14,959	trim
419	ALPS ADVISORS INC	$34.9M	69,831	+69,831	new
420	Manitou Investment Management Ltd.	$34.6M	69,227	−337	trim
421	National Mutual Insurance Federation of Agricultural Cooperatives	$34.0M	68,100	0	no change
422	RIT CAPITAL PARTNERS PLC	$34.0M	68,050	+1,750	add
423	FIRST FINANCIAL BANKSHARES INC	$33.8M	67,628	−2,281	trim
424	Clearstead Advisors, LLC	$33.7M	67,542	+6,597	add
425	Petrus Trust Company, LTA	$33.6M	67,323	0	no change
426	JIA INVESTMENT ALLIANCE PTE. LTD.	$33.6M	67,300	0	no change
427	Ironvine Capital Partners, LLC	$33.4M	66,920	+160	add
428	Archon Partners LLC	$33.2M	66,500	0	no change
429	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$33.2M	66,354	+66,354	new
430	ALLEN OPERATIONS LLC	$32.8M	65,553	0	no change
431	RBF Capital, LLC	$32.7M	65,500	−65,500	trim
432	HUNTINGTON NATIONAL BANK	$32.5M	65,087	+12,364	add
433	AVENIR CORP	$32.5M	65,067	+1,980	add
434	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$32.5M	65,000	+65,000	new
435	DEARBORN PARTNERS LLC	$32.3M	64,596	−4,494	trim
436	Evelyn Partners Investment Management LLP	$32.3M	64,591	−6,975	trim
437	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$32.1M	64,313	+64,313	new
438	Biondo Investment Advisors, LLC	$32.1M	64,303	−5,865	trim
439	Value Partners Investments Inc.	$31.9M	63,833	+58,146	add
440	NOMURA HOLDINGS INC	$31.8M	63,661	−210,910	trim
441	Avanza Fonder AB	$31.6M	63,202	−1,014	trim
442	RENAISSANCE GROUP LLC	$31.4M	62,888	+15	add
443	Atlantic Union Bankshares Corp	$31.4M	62,805	−11,815	trim
444	ITHAKA GROUP LLC	$31.2M	62,467	+1,142	add
445	FARLEY CAPITAL L.P.	$31.1M	62,227	+1,669	add
446	Apollon Wealth Management, LLC	$31.0M	62,078	+9,855	add
447	AIA Group Ltd	$30.8M	61,605	+24,038	add
448	Orion Porfolio Solutions, LLC	$30.6M	61,336	−7,140	trim
449	OPPENHEIMER & CO INC	$30.2M	60,452	+10,502	add
450	ATWOOD & PALMER INC	$30.2M	60,415	+590	add
451	Suncoast Equity Management	$30.1M	60,264	−3,005	trim
452	WESBANCO BANK INC	$30.0M	60,062	−3,958	trim
453	TOCQUEVILLE ASSET MANAGEMENT L.P.	$30.0M	60,026	−1,744	trim
454	Lincoln Capital LLC	$29.8M	59,681	−561	trim
455	GUARDIAN CAPITAL LP	$29.7M	59,371	+1,541	add
456	Allworth Financial LP	$29.4M	58,782	+11	add
457	Applied Finance Capital Management, LLC	$29.3M	58,662	+2,648	add
458	FIDUCIARY TRUST CO	$29.2M	58,444	−368	trim
459	Cornerstone Advisors, LLC	$29.2M	58,373	+21	add
460	Birch Hill Investment Advisors LLC	$28.7M	57,394	−611	trim
461	LONE PINE CAPITAL LLC	$28.6M	57,201	−39,137	trim
462	Generate Investment Management Ltd	$28.5M	57,069	−11,735	trim
463	ALLIANZ SE	$28.1M	56,294	−8,788	trim
464	Dundas Partners LLP	$28.0M	56,106	−511	trim
465	SAPIENT CAPITAL LLC	$28.0M	56,020	−35,401	trim
466	ASSOCIATED BANC-CORP	$27.9M	55,909	−407	trim
467	Migdal Insurance & Financial Holdings Ltd.	$27.5M	55,122	+55,122	new
468	Osmosis Investment Management UK Ltd	$27.5M	55,084	−5,192	trim
469	HughesLittle Investment Management Ltd.	$27.2M	54,462	+315	add
470	JLB & ASSOCIATES INC	$27.2M	54,460	−1,771	trim
471	Choate Investment Advisors	$27.2M	54,414	−157	trim
472	DNCA FINANCE	$27.1M	54,300	0	no change
473	Atria Investments, Inc	$27.0M	54,075	−16,358	trim
474	Metis Global Partners, LLC	$26.7M	53,347	−2,253	trim
475	HB Wealth Management, LLC	$26.2M	52,428	+788	add
476	Phoenix Financial Ltd.	$26.1M	52,232	+2,259	add
477	BARR E S & CO	$26.0M	52,134	+1,944	add
478	Equitable Holdings, Inc.	$25.9M	46,458	+11,545	add
479	Dash Acquisitions Inc.	$25.8M	50,025	+837	add
480	F/m Investments LLC	$25.8M	51,608	−31,039	trim
481	Norinchukin Bank, The	$25.6M	51,328	−278	trim
482	ABN AMRO Bank N.V.	$25.6M	50,570	−5,379	trim
483	Pinnacle Financial Partners, Inc.	$25.5M	51,016	−952	trim
484	INTECH INVESTMENT MANAGEMENT LLC	$25.4M	50,924	+8,491	add
485	Smith Salley Wealth Management	$25.4M	50,841	+135	add
486	Arbejdsmarkedets Tillaegspension	$25.4M	50,782	+7,514	add
487	Chesley Taft & Associates LLC	$25.2M	50,426	−2,000	trim
488	Foster Victor Wealth Advisors, LLC	$25.2M	49,026	−4,598	trim
489	Wilmington Savings Fund Society, FSB	$24.9M	49,858	−2,583	trim
490	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$24.9M	49,827	+427	add
491	Mesirow Financial Investment Management, Inc.	$24.9M	49,819	+10,964	add
492	PITTENGER & ANDERSON INC	$24.8M	49,717	−255	trim
493	NorthCrest Asset Manangement, LLC	$24.8M	50,240	−19,486	trim
494	Atreides Management, LP	$24.8M	49,604	+3,646	add
495	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	$24.7M	49,510	−6,240	trim
496	Gavilan Investment Partners LLC	$24.7M	49,500	+3,000	add
497	MIZUHO SECURITIES USA LLC	$24.6M	49,234	−10,470	trim
498	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.5M	48,951	+6,256	add
499	LOS ANGELES CAPITAL MANAGEMENT LLC	$24.2M	48,458	−102,841	trim
500	Global X Japan Co., Ltd.	$24.1M	48,328	+2,183	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Michael T. McCaul R–TX-10, Ro Khanna D–CA-17 $4K–$60K
Sellers: 4 Tommy Tuberville R–AL, Michael T. McCaul R–TX-10, Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $63K–$245K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Soros Fund Management, Caxton Associates $55.2M held
Trimming: 4 Lone Pine Capital, Bridgewater Associates, Berkshire Hathaway, Moore Capital Management $30.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MASTERCARD INCORPORATED

Merged timeline of congressional filings and notable-manager moves on MA
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	Sale	$15K–$50K
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Sale	$15K–$50K
2026-07-16	Tommy Tuberville Congress	Sale	$15K–$50K
2026-07-08	Michael T. McCaul Congress	Purchase	$1K–$15K
2026-07-08	Michael T. McCaul Congress	Purchase	$1K–$15K
2026-07-08	Michael T. McCaul Congress	Purchase	$1K–$15K
2026-07-08	Michael T. McCaul Congress	Sale	$15K–$50K
2026-07-08	Michael T. McCaul Congress	Sale	$1K–$15K
2026-07-06	Ro Khanna Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Sale	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+10,322 sh
2026-05-15	Soros Fund Management 13F	new	+30,452 sh
2026-05-15	Lone Pine Capital 13F	trim	−39,137 sh
2026-05-15	Bridgewater Associates 13F	trim	−405,277 sh
2026-05-15	Berkshire Hathaway 13F	exit	−3,986,648 sh
2026-05-15	Moore Capital Management 13F	exit	−16,635 sh
2026-05-14	Caxton Associates 13F	new	+1,867 sh

18 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

48 members of Congress disclosed MA — the congressional view ↗