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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
19,512
shares
|
$10.5 Million
0.52% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
19,464
shares
|
$10.4 Million
1.07% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
19,432
shares
|
$10.4 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
19,369
shares
|
$10.4 Million
1.82% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
19,312
shares
|
$10.4 Million
0.76% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
19,308
shares
|
$10.4 Million
0.83% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
19,277
shares
|
$10.3 Million
0.5% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
19,130
shares
|
$10.3 Million
0.36% of portfolio
|
Q3 2025
Added 33.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,875
shares
|
$10.1 Million
0.2% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Sea Town Holdings Pte. Ltd.
|
Nov 12, 2025 Q3 2025 |
18,800
shares
|
$10.1 Million
6.75% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
18,781
shares
|
$10.1 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
18,700
shares
|
$10 Million
0.45% of portfolio
|
Q3 2025
Added 163.38%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
18,670
shares
|
$10 Million
1.62% of portfolio
|
Q3 2025
Reduced 48.77%
|
|
|
Crystal Rock Capital Management
|
Nov 06, 2025 Q3 2025 |
18,639
shares
|
$10 Million
6.27% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,625
shares
|
$10 Million
1.79% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
18,621
shares
|
$10 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
18,553
shares
|
$9.96 Million
0.35% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
18,500
shares
|
$9.93 Million
1.29% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
18,409
shares
|
$9.88 Million
1.7% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
18,400
shares
|
$9.88 Million
0.94% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
18,339
shares
|
$9.85 Million
1.62% of portfolio
|
Q3 2023
Reduced 7.45%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Oct 30, 2025 Q3 2025 |
18,339
shares
|
$9.85 Million
3.39% of portfolio
|
Q1 2024
Added 30.99%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
18,314
shares
|
$9.83 Million
2.43% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Progressive Investment Management Corp
|
Nov 05, 2025 Q3 2025 |
18,253
shares
|
$9.8 Million
2.56% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 21, 2025 Q3 2025 |
18,233
shares
|
$9.79 Million
3.08% of portfolio
|
Q3 2025
Reduced 0.3%
|
|