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 |
|---|---|---|---|---|---|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
23,146
shares
|
$12.4 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
23,090
shares
|
$12.4 Million
0.18% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
23,013
shares
|
$12.4 Million
1.29% of portfolio
|
Q3 2025
Added 50.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,990
shares
|
$12.3 Million
0.27% of portfolio
|
Q4 2023
Reduced 11.35%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
22,933
shares
|
$12.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
22,894
shares
|
$12.3 Million
0.22% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
22,830
shares
|
$12.3 Million
0.48% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
22,684
shares
|
$12.2 Million
0.21% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
22,621
shares
|
$12.1 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
22,472
shares
|
$12.1 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
22,271
shares
|
$12 Million
0.44% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
22,260
shares
|
$12 Million
0.82% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Sky Investment Group LLC
|
Oct 09, 2025 Q3 2025 |
22,251
shares
|
$11.9 Million
2.2% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
22,155
shares
|
$11.9 Million
0.46% of portfolio
|
Q3 2025
Added 123.11%
|
|
|
Eulav Asset Management
|
Oct 28, 2025 Q3 2025 |
22,113
shares
|
$11.9 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
22,042
shares
|
$11.8 Million
0.79% of portfolio
|
Q4 2023
Added 1.78%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
22,038
shares
|
$11.8 Million
1.13% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
21,941
shares
|
$11.8 Million
1.07% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
21,835
shares
|
$11.7 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
21,664
shares
|
$11.6 Million
0.48% of portfolio
|
Q3 2025
Reduced 65.03%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
21,623
shares
|
$11.6 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
21,610
shares
|
$11.6 Million
0.72% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,589
shares
|
$11.6 Million
0.51% of portfolio
|
Q3 2022
Added 1.5%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
21,551
shares
|
$11.6 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
21,515
shares
|
$11.6 Million
0.12% of portfolio
|
Q3 2025
Added 6.89%
|
|