Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,030 institutions that hold shares in the stock, with a total of 770 Million shares, which have been reported (via 13F filing form) to have a value of $413 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
1,573
shares
|
$844,465
2.77% of portfolio
|
Q3 2023
Reduced 66.24%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$843,928
0.04% of portfolio
|
Q3 2022
Reduced 15.57%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,569
shares
|
$842,317
0.09% of portfolio
|
Q3 2025
Added 26.74%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,568
shares
|
$841,780
0.18% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
1,565
shares
|
$840,170
0.03% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
1,565
shares
|
$840,170
0.17% of portfolio
|
Q3 2025
Added 243.96%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
1,563
shares
|
$839,096
0.18% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
1,560
shares
|
$837,486
0.62% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
1,558
shares
|
$836,412
0.01% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
1,554
shares
|
$834,264
0.26% of portfolio
|
Q3 2025
Added 17.64%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
1,552
shares
|
$833,191
0.13% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
1,551
shares
|
$832,654
0.74% of portfolio
|
Q3 2025
Added 254.92%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,547
shares
|
$830,506
0.03% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
1,546
shares
|
$829,970
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
1,545
shares
|
$829,433
0.11% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,540
shares
|
$826,749
1.17% of portfolio
|
Q4 2022
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,537
shares
|
$825,138
0.01% of portfolio
|
Q1 2025
Reduced 20.53%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
1,535
shares
|
$824,064
0.63% of portfolio
|
Q4 2025
Reduced 2.04%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
1,533
shares
|
$822,991
0.05% of portfolio
|
Q4 2025
Added 13.47%
|
|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
1,531
shares
|
$821,917
0.27% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
1,531
shares
|
$821,917
0.12% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
1,531
shares
|
$821,917
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
1,530
shares
|
$821,380
0.27% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
1,528
shares
|
$820,306
0.32% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
1,525
shares
|
$818,696
0.09% of portfolio
|
Q3 2025
Reduced 16.98%
|
|