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 |
|---|---|---|---|---|---|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
6,330
shares
|
$3.4 Million
0.14% of portfolio
|
Q3 2025
Added 41.52%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
6,313
shares
|
$3.39 Million
0.1% of portfolio
|
Q3 2022
Added 47.98%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
6,307
shares
|
$3.39 Million
0.24% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
6,279
shares
|
$3.37 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
6,256
shares
|
$3.36 Million
1.62% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,254
shares
|
$3.36 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
6,244
shares
|
$3.35 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,241
shares
|
$3.35 Million
1.6% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
6,207
shares
|
$3.33 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
6,202
shares
|
$3.33 Million
0.97% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
6,200
shares
|
$3.33 Million
4.81% of portfolio
|
Q2 2023
Reduced 32.61%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
6,188
shares
|
$3.32 Million
0.38% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
6,185
shares
|
$3.32 Million
0.89% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,185
shares
|
$3.32 Million
2.15% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
6,181
shares
|
$3.32 Million
0.14% of portfolio
|
Q4 2022
Reduced 47.84%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
6,173
shares
|
$3.31 Million
0.23% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
6,163
shares
|
$3.31 Million
0.9% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
6,152
shares
|
$3.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 61.39%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
6,132
shares
|
$3.29 Million
0.53% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
6,127
shares
|
$3.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
6,100
shares
|
$3.27 Million
0.81% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
6,093
shares
|
$3.27 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
6,086
shares
|
$3.27 Million
0.83% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
6,062
shares
|
$3.25 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,057
shares
|
$3.25 Million
0.08% of portfolio
|
Q3 2025
Added 0.07%
|
|