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 |
|---|---|---|---|---|---|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
5,814
shares
|
$3.12 Million
0.57% of portfolio
|
Q3 2025
Added 159.55%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
5,810
shares
|
$3.12 Million
0.36% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,804
shares
|
$3.12 Million
1.93% of portfolio
|
Q2 2025
Added 34.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,782
shares
|
$3.1 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
5,765
shares
|
$3.09 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,764
shares
|
$3.09 Million
0.24% of portfolio
|
Q4 2022
Reduced 4.54%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,730
shares
|
$3.08 Million
0.52% of portfolio
|
Q2 2022
Added 4.01%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
5,726
shares
|
$3.07 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
5,725
shares
|
$3.07 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
5,718
shares
|
$3.07 Million
1.09% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
5,707
shares
|
$3.06 Million
1.75% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
5,704
shares
|
$3.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Value Partners Investments Inc.
|
Jan 07, 2026 Q4 2025 |
5,687
shares
|
$3.05 Million
0.25% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Nov 07, 2025 Q3 2025 |
5,683
shares
|
$3.05 Million
3.21% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
5,678
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
5,663
shares
|
$3.04 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
5,651
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 92.42%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
5,646
shares
|
$3.03 Million
0.53% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
5,640
shares
|
$3.03 Million
0.12% of portfolio
|
Q3 2025
Added 93.28%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,636
shares
|
$3.03 Million
0.15% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Oct 15, 2025 Q3 2025 |
5,618
shares
|
$3.02 Million
1.67% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
5,607
shares
|
$3.01 Million
0.19% of portfolio
|
Q3 2025
Reduced 29.94%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
5,604
shares
|
$3.01 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
5,593
shares
|
$3 Million
0.5% of portfolio
|
Q1 2023
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
5,583
shares
|
$3 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.39%
|
|