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 |
|---|---|---|---|---|---|
|
Haverford Financial Services, Inc.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
26,561
shares
|
$14.3 Million
4.44% of portfolio
|
Q3 2025
Reduced 17.13%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
26,531
shares
|
$14.2 Million
4.04% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
Nov 17, 2025 Q3 2025 |
26,440
shares
|
$14.2 Million
6.81% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
26,427
shares
|
$14.2 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
26,310
shares
|
$14.1 Million
0.22% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
26,187
shares
|
$14.1 Million
1.37% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
26,000
shares
|
$14 Million
2.41% of portfolio
|
Q2 2020
Added 4.0%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
25,745
shares
|
$13.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
25,730
shares
|
$13.8 Million
1.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
25,698
shares
|
$13.8 Million
0.37% of portfolio
|
Q3 2025
Added 16.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
25,675
shares
|
$13.8 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
25,451
shares
|
$13.7 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
25,400
shares
|
$13.6 Million
4.16% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
25,390
shares
|
$13.6 Million
2.09% of portfolio
|
Q4 2023
Reduced 10.11%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
25,313
shares
|
$13.6 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
25,306
shares
|
$13.6 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
25,188
shares
|
$13.5 Million
0.47% of portfolio
|
Q3 2025
Added 66.94%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
25,187
shares
|
$13.5 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
25,158
shares
|
$13.5 Million
0.14% of portfolio
|
Q3 2025
Added 127.57%
|
|
|
Bornite Capital Management LP
|
Nov 07, 2025 Q3 2025 |
25,000
shares
|
$13.4 Million
1.63% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
24,975
shares
|
$13.4 Million
0.86% of portfolio
|
Q1 2025
Added 59.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
24,940
shares
|
$13.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
24,927
shares
|
$13.4 Million
0.2% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
24,873
shares
|
$13.4 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
24,572
shares
|
$13.2 Million
3.01% of portfolio
|
Q3 2025
Added 1.81%
|
|