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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
7,210
shares
|
$3.87 Million
0.11% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
7,183
shares
|
$3.86 Million
0.72% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
7,173
shares
|
$3.85 Million
0.23% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
7,151
shares
|
$3.84 Million
0.52% of portfolio
|
Q3 2025
Added 39.75%
|
|
|
Prospect Hill Management, LLC
|
Nov 07, 2025 Q3 2025 |
7,150
shares
|
$3.84 Million
1.74% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
7,145
shares
|
$3.84 Million
1.37% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,135
shares
|
$3.83 Million
0.29% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
7,124
shares
|
$3.82 Million
1.46% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
7,086
shares
|
$3.8 Million
0.61% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,084
shares
|
$3.8 Million
0.12% of portfolio
|
Q3 2023
Added 9.14%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
7,078
shares
|
$3.8 Million
1.83% of portfolio
|
Q3 2025
Added 57.57%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
7,051
shares
|
$3.79 Million
0.79% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Nov 17, 2025 Q3 2025 |
7,050
shares
|
$3.78 Million
2.48% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,038
shares
|
$3.78 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
7,037
shares
|
$3.78 Million
0.05% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
7,036
shares
|
$3.78 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,035
shares
|
$3.78 Million
0.31% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Viking Fund Management LLC
|
Oct 10, 2025 Q3 2025 |
7,000
shares
|
$3.76 Million
0.51% of portfolio
|
Q4 2021
Added 40.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
6,986
shares
|
$3.75 Million
0.09% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,961
shares
|
$3.74 Million
0.11% of portfolio
|
Q3 2025
Reduced 38.17%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
6,955
shares
|
$3.73 Million
0.43% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
6,947
shares
|
$3.73 Million
0.29% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
6,936
shares
|
$3.72 Million
1.47% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,905
shares
|
$3.71 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
6,901
shares
|
$3.7 Million
0.66% of portfolio
|
Q3 2025
Added 7.44%
|
|