Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,020 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 |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
323
shares
|
$173,402
0.15% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
321
shares
|
$172,328
0.06% of portfolio
|
Q2 2025
Added 352.11%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
320
shares
|
$171,792
0.13% of portfolio
|
Q2 2025
Added 57.64%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
318
shares
|
$170,718
0.09% of portfolio
|
Q3 2025
Reduced 90.25%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
311
shares
|
$166,960
0.01% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
310
shares
|
$166,423
0.08% of portfolio
|
Q2 2024
Reduced 83.84%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
308
shares
|
$165,349
0.06% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
302
shares
|
$162,128
0.02% of portfolio
|
Q2 2025
Added 158.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
300
shares
|
$161,055
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2026 Q4 2025 |
300
shares
|
$161,055
0.01% of portfolio
|
Q3 2020
Reduced 40.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
296
shares
|
$158,907
0.12% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
295
shares
|
$158,370
0.0% of portfolio
|
Q3 2025
Reduced 54.62%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
294
shares
|
$157,833
0.08% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
293
shares
|
$157,297
0.03% of portfolio
|
Q3 2025
Added 53.4%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
286
shares
|
$153,539
0.09% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
281
shares
|
$150,854
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
276
shares
|
$148,170
0.07% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Gfg Capital, LLC
|
Oct 07, 2025 Q3 2025 |
275
shares
|
$147,633
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
270
shares
|
$144,949
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
270
shares
|
$144,949
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
270
shares
|
$144,949
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
269
shares
|
$144,412
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
268
shares
|
$143,875
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
266
shares
|
$142,802
0.19% of portfolio
|
Q3 2022
Reduced 8.59%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
263
shares
|
$141,191
0.02% of portfolio
|
Q3 2025
Added 4.37%
|
|