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 |
|---|---|---|---|---|---|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,255
shares
|
$673,746
0.17% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,252
shares
|
$672,136
0.03% of portfolio
|
Q3 2022
Reduced 5.44%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
1,252
shares
|
$672,136
0.54% of portfolio
|
Q2 2022
Added 15.18%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,252
shares
|
$672,136
0.51% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,249
shares
|
$670,525
0.04% of portfolio
|
Q4 2025
Reduced 9.1%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,248
shares
|
$669,988
0.06% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
1,248
shares
|
$669,988
0.45% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,247
shares
|
$669,451
0.04% of portfolio
|
Q2 2023
Added 92.74%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
1,245
shares
|
$668,378
0.28% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
1,245
shares
|
$668,378
0.46% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,245
shares
|
$668,378
0.65% of portfolio
|
Q2 2024
Reduced 8.39%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
1,245
shares
|
$668,378
0.05% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,244
shares
|
$667,841
0.36% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,243
shares
|
$667,304
0.02% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
1,243
shares
|
$667,304
0.08% of portfolio
|
Q3 2024
Added 35.4%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,242
shares
|
$666,767
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
1,241
shares
|
$666,230
0.23% of portfolio
|
Q1 2025
Added 165.17%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
1,240
shares
|
$665,694
0.12% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
1,240
shares
|
$665,694
0.27% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,240
shares
|
$665,694
0.07% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,240
shares
|
$665,694
0.07% of portfolio
|
Q3 2025
Reduced 64.65%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
1,239
shares
|
$665,157
0.59% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
1,237
shares
|
$664,083
0.17% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,236
shares
|
$663,546
0.01% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Connective Portfolio Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,235
shares
|
$663,009
1.33% of portfolio
|
Q4 2023
Added 8.81%
|
|