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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,338
shares
|
$2.87 Million
0.28% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
5,336
shares
|
$2.86 Million
0.55% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,333
shares
|
$2.86 Million
0.05% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,324
shares
|
$2.86 Million
0.13% of portfolio
|
Q3 2022
Added 0.62%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
5,316
shares
|
$2.85 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,309
shares
|
$2.85 Million
0.07% of portfolio
|
Q3 2025
Added 36.87%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
5,288
shares
|
$2.84 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
5,286
shares
|
$2.84 Million
1.08% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
5,260
shares
|
$2.82 Million
1.39% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
5,246
shares
|
$2.82 Million
0.47% of portfolio
|
Q3 2025
Added 17.33%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,238
shares
|
$2.81 Million
0.13% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
5,229
shares
|
$2.81 Million
1.21% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Scharf Investments, LLC
|
Nov 13, 2025 Q3 2025 |
5,218
shares
|
$2.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
5,201
shares
|
$2.79 Million
0.07% of portfolio
|
Q3 2025
Added 22.67%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
5,188
shares
|
$2.79 Million
2.42% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
5,184
shares
|
$2.78 Million
0.69% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
5,176
shares
|
$2.78 Million
0.38% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Nov 13, 2025 Q3 2025 |
5,169
shares
|
$2.77 Million
0.21% of portfolio
|
Q3 2025
Added 39.18%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
5,162
shares
|
$2.77 Million
0.79% of portfolio
|
Q3 2022
Reduced 0.21%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Oct 28, 2025 Q3 2025 |
5,130
shares
|
$2.75 Million
1.79% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
5,113
shares
|
$2.74 Million
0.34% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
5,103
shares
|
$2.74 Million
0.22% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
5,100
shares
|
$2.74 Million
1.97% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
5,081
shares
|
$2.73 Million
0.23% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
5,069
shares
|
$2.72 Million
0.24% of portfolio
|
Q3 2025
Added 0.68%
|
|