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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
13,837
shares
|
$7.43 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
13,808
shares
|
$7.41 Million
0.3% of portfolio
|
Q3 2025
Added 26.24%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
13,808
shares
|
$7.41 Million
0.1% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
13,791
shares
|
$7.4 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
13,782
shares
|
$7.4 Million
0.96% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
13,742
shares
|
$7.38 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
13,720
shares
|
$7.37 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
13,699
shares
|
$7.35 Million
2.67% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
13,643
shares
|
$7.32 Million
1.04% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
13,627
shares
|
$7.32 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
13,616
shares
|
$7.31 Million
4.37% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
13,578
shares
|
$7.29 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
13,554
shares
|
$7.28 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
13,553
shares
|
$7.28 Million
3.06% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
13,523
shares
|
$7.26 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
13,520
shares
|
$7.26 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
13,493
shares
|
$7.24 Million
0.18% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,475
shares
|
$7.23 Million
0.19% of portfolio
|
Q4 2023
Reduced 2.6%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
13,463
shares
|
$7.23 Million
1.02% of portfolio
|
Q3 2025
Added 43.94%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
13,459
shares
|
$7.23 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,454
shares
|
$7.22 Million
1.02% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
13,322
shares
|
$7.15 Million
3.79% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
13,300
shares
|
$7.14 Million
0.37% of portfolio
|
Q2 2024
Added 24.24%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
13,267
shares
|
$7.12 Million
0.49% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
13,242
shares
|
$7.11 Million
2.98% of portfolio
|
Q3 2025
Reduced 0.19%
|
|