Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,029 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 |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
8,105
shares
|
$4.35 Million
1.26% of portfolio
|
Q3 2025
Added 1239.67%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,101
shares
|
$4.35 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
8,100
shares
|
$4.35 Million
0.14% of portfolio
|
Q3 2025
Added 401.86%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
8,091
shares
|
$4.34 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
8,090
shares
|
$4.34 Million
1.27% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
8,085
shares
|
$4.34 Million
0.52% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,079
shares
|
$4.34 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Oct 09, 2025 Q3 2025 |
8,073
shares
|
$4.33 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Elite Wealth Management, Inc.
|
Oct 24, 2025 Q3 2025 |
8,058
shares
|
$4.33 Million
1.2% of portfolio
|
Q3 2025
Added 42.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
8,049
shares
|
$4.32 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
8,035
shares
|
$4.31 Million
4.02% of portfolio
|
Q1 2023
Reduced 26.11%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
8,033
shares
|
$4.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
8,019
shares
|
$4.31 Million
0.64% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
8,018
shares
|
$4.3 Million
0.38% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Pictet Bank & Trust LTD
|
Oct 21, 2025 Q3 2025 |
8,000
shares
|
$4.29 Million
5.47% of portfolio
|
Q4 2023
Added 2.56%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
7,985
shares
|
$4.29 Million
2.09% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,972
shares
|
$4.28 Million
0.07% of portfolio
|
Q3 2025
Reduced 75.72%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
7,963
shares
|
$4.27 Million
0.18% of portfolio
|
Q4 2025
Added 4.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
7,955
shares
|
$4.27 Million
0.24% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
7,952
shares
|
$4.27 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Harvey Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
7,945
shares
|
$4.27 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,938
shares
|
$4.26 Million
0.14% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
7,922
shares
|
$4.25 Million
0.56% of portfolio
|
Q1 2023
Reduced 1.72%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,921
shares
|
$4.25 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,916
shares
|
$4.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.62%
|
|