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 |
|---|---|---|---|---|---|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
1,486
shares
|
$797,759
0.25% of portfolio
|
Q2 2025
Reduced 30.46%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
1,483
shares
|
$796,148
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,482
shares
|
$795,611
0.02% of portfolio
|
Q3 2025
Added 85.95%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 09, 2026 Q4 2025 |
1,481
shares
|
$795,074
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,479
shares
|
$794,001
0.05% of portfolio
|
Q4 2023
Added 3.72%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,479
shares
|
$794,001
0.23% of portfolio
|
Q3 2025
Reduced 34.5%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
1,479
shares
|
$794,001
0.48% of portfolio
|
Q3 2025
Reduced 10.15%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
1,477
shares
|
$792,927
0.23% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
1,476
shares
|
$792,390
0.1% of portfolio
|
Q4 2025
Reduced 60.46%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
1,475
shares
|
$791,853
0.11% of portfolio
|
Q3 2025
Reduced 24.78%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2025 Q3 2025 |
1,470
shares
|
$789,169
0.57% of portfolio
|
Q1 2024
Reduced 10.64%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,468
shares
|
$788,095
0.07% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
1,467
shares
|
$787,558
0.05% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,465
shares
|
$786,485
0.14% of portfolio
|
Q3 2025
Added 30.8%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,460
shares
|
$783,801
0.05% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,455
shares
|
$781,116
0.29% of portfolio
|
Q3 2025
Added 36.36%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
1,455
shares
|
$781,116
0.07% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,449
shares
|
$777,895
0.13% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
1,446
shares
|
$776,285
0.39% of portfolio
|
Q3 2025
Added 27.29%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
1,443
shares
|
$774,674
0.04% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
1,442
shares
|
$774,137
0.25% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
1,441
shares
|
$773,600
2.99% of portfolio
|
Q1 2025
Reduced 93.96%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
1,440
shares
|
$773,064
0.15% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,438
shares
|
$771,990
0.08% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
1,424
shares
|
$764,474
0.08% of portfolio
|
Q2 2025
Added 38.79%
|
|