Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,030 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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,585
shares
|
$3.54 Million
0.34% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
6,580
shares
|
$3.53 Million
1.27% of portfolio
|
Q4 2025
Added 76.98%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
6,572
shares
|
$3.53 Million
0.25% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
6,550
shares
|
$3.52 Million
2.8% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,543
shares
|
$3.51 Million
0.23% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
6,524
shares
|
$3.5 Million
0.22% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,521
shares
|
$3.5 Million
0.5% of portfolio
|
Q3 2023
Added 0.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,515
shares
|
$3.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
6,512
shares
|
$3.5 Million
0.43% of portfolio
|
Q3 2025
Reduced 39.97%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
6,504
shares
|
$3.49 Million
0.79% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
6,494
shares
|
$3.49 Million
0.1% of portfolio
|
Q3 2025
Added 882.45%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,483
shares
|
$3.48 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
6,450
shares
|
$3.46 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,432
shares
|
$3.45 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Oct 16, 2025 Q3 2025 |
6,424
shares
|
$3.45 Million
1.15% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
6,414
shares
|
$3.44 Million
0.18% of portfolio
|
Q3 2025
Added 29.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,414
shares
|
$3.44 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
6,414
shares
|
$3.44 Million
0.86% of portfolio
|
Q3 2025
Reduced 16.7%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
6,380
shares
|
$3.43 Million
0.16% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
6,368
shares
|
$3.42 Million
0.48% of portfolio
|
Q4 2025
Reduced 4.25%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,366
shares
|
$3.42 Million
0.41% of portfolio
|
Q1 2024
Added 361.64%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
6,347
shares
|
$3.41 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
6,335
shares
|
$3.4 Million
0.44% of portfolio
|
Q4 2025
Reduced 35.03%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
6,331
shares
|
$3.4 Million
0.89% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
6,330
shares
|
$3.4 Million
0.14% of portfolio
|
Q3 2025
Added 41.52%
|
|