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 |
|---|---|---|---|---|---|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
32,884
shares
|
$17.7 Million
1.14% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
32,706
shares
|
$17.6 Million
0.59% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
32,640
shares
|
$17.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
32,344
shares
|
$17.4 Million
0.19% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 13, 2025 Q3 2025 |
32,241
shares
|
$17.3 Million
2.06% of portfolio
|
Q3 2025
Added 66.95%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
32,234
shares
|
$17.3 Million
0.72% of portfolio
|
Q2 2022
Added 7.24%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,014
shares
|
$17.2 Million
0.39% of portfolio
|
Q3 2022
Reduced 2.62%
|
|
|
Bluegrass Capital Partners LP
Palm Beach, FL |
Nov 12, 2025 Q3 2025 |
32,000
shares
|
$17.2 Million
11.91% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
Nov 13, 2025 Q3 2025 |
31,945
shares
|
$17.1 Million
8.67% of portfolio
|
Q3 2025
Added 83.97%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
31,877
shares
|
$17.1 Million
2.13% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
31,779
shares
|
$17.1 Million
0.64% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
31,770
shares
|
$17.1 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Nov 10, 2025 Q3 2025 |
31,609
shares
|
$17 Million
3.5% of portfolio
|
Q3 2025
Added 45.52%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
31,557
shares
|
$16.9 Million
0.32% of portfolio
|
Q3 2025
Reduced 12.16%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
31,513
shares
|
$16.9 Million
0.36% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
31,371
shares
|
$16.8 Million
2.14% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
31,334
shares
|
$16.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
31,312
shares
|
$16.8 Million
2.86% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
31,166
shares
|
$16.7 Million
1.19% of portfolio
|
Q3 2025
Added 121.55%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
31,134
shares
|
$16.7 Million
0.42% of portfolio
|
Q3 2025
Added 1805.39%
|
|
|
Gillson Capital LP
Chicago, IL |
Nov 14, 2025 Q3 2025 |
31,077
shares
|
$16.7 Million
1.53% of portfolio
|
Q3 2025
Reduced 69.08%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
31,011
shares
|
$16.6 Million
3.11% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
30,977
shares
|
$16.6 Million
1.57% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
30,830
shares
|
$16.6 Million
2.81% of portfolio
|
Q2 2023
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
30,787
shares
|
$16.5 Million
0.63% of portfolio
|
Q3 2025
Added 1.02%
|
|