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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
7,870
shares
|
$4.23 Million
0.28% of portfolio
|
Q3 2025
Reduced 37.76%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
7,866
shares
|
$4.22 Million
0.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
7,845
shares
|
$4.21 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
7,831
shares
|
$4.2 Million
1.0% of portfolio
|
Q3 2025
Added 20.16%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,812
shares
|
$4.19 Million
1.46% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
7,808
shares
|
$4.19 Million
0.58% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
7,808
shares
|
$4.19 Million
0.13% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
7,786
shares
|
$4.18 Million
1.89% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
7,783
shares
|
$4.18 Million
0.09% of portfolio
|
Q3 2025
Added 19.32%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
7,756
shares
|
$4.16 Million
0.32% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Inkwell Capital LLC
Miami, FL |
Nov 10, 2025 Q3 2025 |
7,747
shares
|
$4.16 Million
4.49% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,742
shares
|
$4.16 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7,739
shares
|
$4.15 Million
0.13% of portfolio
|
Q3 2025
Reduced 74.97%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
7,722
shares
|
$4.15 Million
0.69% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Nov 06, 2025 Q3 2025 |
7,717
shares
|
$4.14 Million
0.43% of portfolio
|
Q3 2025
Added 80.85%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
7,706
shares
|
$4.14 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
7,705
shares
|
$4.14 Million
0.77% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,676
shares
|
$4.12 Million
0.32% of portfolio
|
Q3 2025
Added 90.57%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
7,673
shares
|
$4.12 Million
0.37% of portfolio
|
Q4 2025
Reduced 5.4%
|
|
|
In Depth Partners, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
7,664
shares
|
$4.11 Million
4.62% of portfolio
|
Q2 2025
Reduced 18.14%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
7,663
shares
|
$4.11 Million
1.57% of portfolio
|
Q3 2025
Added 22.24%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
7,652
shares
|
$4.11 Million
1.53% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
7,650
shares
|
$4.11 Million
0.82% of portfolio
|
Q3 2025
Added 101.32%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
7,600
shares
|
$4.08 Million
1.18% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
7,599
shares
|
$4.08 Million
0.22% of portfolio
|
Q3 2025
Added 0.85%
|
|