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 |
|---|---|---|---|---|---|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
6,883
shares
|
$3.7 Million
1.38% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
6,871
shares
|
$3.69 Million
0.87% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
6,854
shares
|
$3.68 Million
0.65% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
6,804
shares
|
$3.65 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
6,799
shares
|
$3.65 Million
1.09% of portfolio
|
Q3 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
6,782
shares
|
$3.64 Million
1.62% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
6,769
shares
|
$3.63 Million
0.79% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
6,763
shares
|
$3.63 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,718
shares
|
$3.61 Million
0.21% of portfolio
|
Q3 2025
Added 42.03%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
6,713
shares
|
$3.6 Million
1.58% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
6,708
shares
|
$3.6 Million
0.63% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
6,704
shares
|
$3.6 Million
0.91% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,685
shares
|
$3.59 Million
0.24% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
6,676
shares
|
$3.58 Million
1.29% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,662
shares
|
$3.58 Million
0.16% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
6,650
shares
|
$3.57 Million
0.36% of portfolio
|
Q4 2025
Reduced 27.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
6,646
shares
|
$3.57 Million
0.33% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,645
shares
|
$3.57 Million
1.09% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
6,642
shares
|
$3.57 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,633
shares
|
$3.56 Million
0.19% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6,631
shares
|
$3.56 Million
0.87% of portfolio
|
Q2 2025
Added 76.78%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,630
shares
|
$3.56 Million
1.42% of portfolio
|
Q3 2025
Reduced 15.86%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
6,624
shares
|
$3.56 Million
0.12% of portfolio
|
Q3 2025
Reduced 41.79%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
6,612
shares
|
$3.55 Million
0.49% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
6,597
shares
|
$3.54 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.29%
|
|