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 |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
15,332
shares
|
$8.23 Million
0.88% of portfolio
|
Q3 2025
Reduced 74.38%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
15,317
shares
|
$8.22 Million
0.93% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
15,278
shares
|
$8.2 Million
0.23% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
15,232
shares
|
$8.18 Million
0.75% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
15,231
shares
|
$8.18 Million
0.18% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
15,223
shares
|
$8.17 Million
1.25% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
15,186
shares
|
$8.15 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
15,154
shares
|
$8.14 Million
1.59% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
15,129
shares
|
$8.12 Million
0.1% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
15,124
shares
|
$8.12 Million
0.94% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
15,027
shares
|
$8.07 Million
3.48% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Hickory Lane Capital Management LP
New York, NY |
May 01, 2023 Q1 2023 |
15,000
shares
|
$8.05 Million
6.67% of portfolio
|
Q4 2022
Added 7.14%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
14,967
shares
|
$8.04 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
14,920
shares
|
$8.01 Million
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Addenda Capital Inc.
|
Oct 09, 2025 Q3 2025 |
14,863
shares
|
$7.98 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
14,848
shares
|
$7.97 Million
4.82% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,829
shares
|
$7.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 35.53%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
14,783
shares
|
$7.94 Million
2.93% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
14,737
shares
|
$7.91 Million
3.36% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
Nov 14, 2025 Q3 2025 |
14,700
shares
|
$7.89 Million
3.7% of portfolio
|
Q3 2025
Added 23.53%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
14,645
shares
|
$7.86 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,637
shares
|
$7.86 Million
0.67% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,604
shares
|
$7.84 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
14,601
shares
|
$7.84 Million
1.85% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
14,600
shares
|
$7.84 Million
1.89% of portfolio
|
Q3 2025
Reduced 0.14%
|
|