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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,239
shares
|
$6.03 Million
0.26% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
11,172
shares
|
$6 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 10, 2025 Q3 2025 |
11,171
shares
|
$6 Million
3.34% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
11,162
shares
|
$5.99 Million
0.08% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
11,160
shares
|
$5.99 Million
0.63% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
11,147
shares
|
$5.98 Million
1.09% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Boit C F David
Boston, MA |
Oct 28, 2025 Q3 2025 |
11,140
shares
|
$5.98 Million
2.91% of portfolio
|
Q4 2023
Added 7.74%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
11,136
shares
|
$5.98 Million
0.3% of portfolio
|
Q3 2025
Added 18.82%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,045
shares
|
$5.93 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
11,014
shares
|
$5.91 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
11,001
shares
|
$5.91 Million
0.36% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2025 Q3 2025 |
11,000
shares
|
$5.91 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,998
shares
|
$5.9 Million
0.63% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
10,990
shares
|
$5.9 Million
0.11% of portfolio
|
Q3 2025
Reduced 14.31%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,933
shares
|
$5.87 Million
2.0% of portfolio
|
Q4 2024
Added 259.99%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,882
shares
|
$5.84 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
10,879
shares
|
$5.84 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,863
shares
|
$5.83 Million
0.27% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
10,822
shares
|
$5.81 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
10,819
shares
|
$5.81 Million
2.47% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,811
shares
|
$5.8 Million
0.17% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
10,792
shares
|
$5.79 Million
0.87% of portfolio
|
Q1 2024
Added 137.81%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
10,780
shares
|
$5.79 Million
1.31% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
10,761
shares
|
$5.78 Million
2.43% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
10,731
shares
|
$5.76 Million
3.76% of portfolio
|
Q3 2025
Added 0.07%
|
|