Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,029 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
258
shares
|
$138,507
0.01% of portfolio
|
Q2 2021
Added 75.51%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
257
shares
|
$137,970
0.05% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
247
shares
|
$132,601
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
246
shares
|
$132,065
0.01% of portfolio
|
Q2 2024
Reduced 44.72%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
238
shares
|
$127,770
0.06% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
237
shares
|
$127,233
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
233
shares
|
$125,086
0.0% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
228
shares
|
$122,401
0.02% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
225
shares
|
$120,791
0.05% of portfolio
|
Q2 2025
Added 22400.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
223
shares
|
$119,717
0.03% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
217
shares
|
$116,496
0.02% of portfolio
|
Q2 2022
Added 13.02%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
214
shares
|
$114,885
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
211
shares
|
$113,275
0.06% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
211
shares
|
$113,275
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
210
shares
|
$112,738
0.02% of portfolio
|
Q4 2025
Reduced 16.0%
|
|