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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,358
shares
|
$729,042
0.04% of portfolio
|
Q4 2022
Added 6.18%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,356
shares
|
$727,968
0.02% of portfolio
|
Q3 2025
Reduced 26.46%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,353
shares
|
$726,358
0.05% of portfolio
|
Q2 2023
Added 1.12%
|
|
|
Tuttle Capital Management, LLC
|
Jan 08, 2026 Q4 2025 |
1,349
shares
|
$724,210
1.98% of portfolio
|
Q4 2025
Added 15.3%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
1,348
shares
|
$723,673
0.36% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,345
shares
|
$722,063
0.11% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,343
shares
|
$720,989
0.2% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,341
shares
|
$719,915
0.07% of portfolio
|
Q3 2023
Added 5.34%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
1,341
shares
|
$719,915
0.06% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
1,336
shares
|
$717,231
0.28% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
1,332
shares
|
$715,084
0.25% of portfolio
|
Q3 2025
Added 13.94%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
1,332
shares
|
$715,084
0.33% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
1,331
shares
|
$714,547
0.22% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,331
shares
|
$714,547
0.36% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
1,330
shares
|
$714,010
0.58% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
1,330
shares
|
$714,010
0.32% of portfolio
|
Q3 2025
Reduced 18.6%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
1,330
shares
|
$714,010
0.27% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
1,328
shares
|
$712,936
0.34% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
1,326
shares
|
$711,863
0.09% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Viewpoint Investment Partners Corp
|
Oct 31, 2025 Q3 2025 |
1,325
shares
|
$711,326
0.4% of portfolio
|
Q2 2025
Added 231.25%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
1,323
shares
|
$710,252
0.11% of portfolio
|
Q3 2025
Added 17.39%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
1,323
shares
|
$710,252
0.2% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,322
shares
|
$709,715
0.18% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
1,322
shares
|
$709,715
0.22% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
1,322
shares
|
$709,715
0.41% of portfolio
|
Q3 2025
Reduced 1.56%
|
|