Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,019 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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
85
shares
|
$45,632
0.02% of portfolio
|
Q3 2025
Reduced 21.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
82
shares
|
$44,021
0.01% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
82
shares
|
$44,021
0.02% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
81
shares
|
$43,484
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$42,411
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
78
shares
|
$41,874
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
76
shares
|
$40,800
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
75
shares
|
$40,263
0.04% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
75
shares
|
$40,263
0.01% of portfolio
|
Q2 2025
Added 53.06%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
75
shares
|
$40,263
0.02% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
74
shares
|
$39,726
0.01% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
73
shares
|
$39,190
0.01% of portfolio
|
Q2 2024
Reduced 29.13%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
72
shares
|
$38,653
0.03% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
71
shares
|
$38,116
0.02% of portfolio
|
Q1 2022
Added 47.92%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
70
shares
|
$37,579
0.0% of portfolio
|
Q4 2024
Reduced 97.88%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
70
shares
|
$37,579
0.02% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
70
shares
|
$37,579
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
70
shares
|
$37,579
0.02% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
69
shares
|
$37,042
0.01% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
66
shares
|
$35,432
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
66
shares
|
$35,432
0.02% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
65
shares
|
$34,895
0.08% of portfolio
|
Q1 2023
Reduced 99.0%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
65
shares
|
$34,895
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
63
shares
|
$33,821
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
63
shares
|
$33,821
0.02% of portfolio
|
Q3 2023
Added 1.61%
|
|