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 |
|---|---|---|---|---|---|
|
Sander Capital Advisors Inc
Seattle, WA |
Oct 20, 2025 Q3 2025 |
4,938
shares
|
$2.65 Million
1.18% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
4,922
shares
|
$2.64 Million
0.29% of portfolio
|
Q4 2025
Added 17.36%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,921
shares
|
$2.64 Million
0.87% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
4,917
shares
|
$2.64 Million
1.83% of portfolio
|
Q3 2025
Reduced 30.74%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,914
shares
|
$2.64 Million
0.14% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
4,909
shares
|
$2.64 Million
0.26% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
4,908
shares
|
$2.63 Million
0.64% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,899
shares
|
$2.63 Million
0.17% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,886
shares
|
$2.62 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
4,877
shares
|
$2.62 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
4,862
shares
|
$2.61 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
4,858
shares
|
$2.61 Million
0.13% of portfolio
|
Q3 2022
Added 60.33%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
4,855
shares
|
$2.61 Million
1.7% of portfolio
|
Q4 2025
Reduced 13.81%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,849
shares
|
$2.6 Million
0.27% of portfolio
|
Q4 2025
Reduced 5.44%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Oct 15, 2025 Q3 2025 |
4,847
shares
|
$2.6 Million
0.91% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
4,833
shares
|
$2.59 Million
0.23% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,831
shares
|
$2.59 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
4,830
shares
|
$2.59 Million
0.34% of portfolio
|
Q3 2025
Added 96.26%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
4,824
shares
|
$2.59 Million
2.47% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,821
shares
|
$2.59 Million
0.22% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
4,821
shares
|
$2.59 Million
0.17% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
4,817
shares
|
$2.59 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,809
shares
|
$2.58 Million
0.6% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
4,806
shares
|
$2.58 Million
1.63% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Nia Impact Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,785
shares
|
$2.57 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.89%
|
|