Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,023 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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
9,771
shares
|
$5.25 Million
0.66% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
9,758
shares
|
$5.24 Million
1.27% of portfolio
|
Q3 2025
Reduced 11.01%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2025 Q3 2025 |
9,690
shares
|
$5.2 Million
1.51% of portfolio
|
Q3 2025
Reduced 23.84%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
9,677
shares
|
$5.2 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
9,666
shares
|
$5.19 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
9,643
shares
|
$5.18 Million
0.65% of portfolio
|
Q3 2025
Reduced 23.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,642
shares
|
$5.18 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
9,642
shares
|
$5.18 Million
0.97% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
9,629
shares
|
$5.17 Million
4.83% of portfolio
|
Q1 2024
Reduced 7.4%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
9,609
shares
|
$5.16 Million
0.45% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,606
shares
|
$5.16 Million
0.59% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
9,597
shares
|
$5.15 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
9,588
shares
|
$5.15 Million
0.14% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
9,582
shares
|
$5.14 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
9,516
shares
|
$5.11 Million
0.18% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
9,499
shares
|
$5.1 Million
1.15% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
9,498
shares
|
$5.1 Million
0.66% of portfolio
|
Q3 2025
Reduced 41.95%
|
|
|
Lynch Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
9,475
shares
|
$5.09 Million
1.73% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
9,447
shares
|
$5.07 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
9,431
shares
|
$5.06 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
9,429
shares
|
$5.06 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
9,421
shares
|
$5.06 Million
0.59% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
9,398
shares
|
$5.05 Million
0.65% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
9,389
shares
|
$5.04 Million
0.14% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,380
shares
|
$5.04 Million
4.5% of portfolio
|
Q3 2024
New holding
|
|