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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,097
shares
|
$2.2 Million
0.25% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
4,087
shares
|
$2.19 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
4,087
shares
|
$2.19 Million
0.71% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
4,083
shares
|
$2.19 Million
0.25% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Element Squared LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,074
shares
|
$2.19 Million
1.32% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,069
shares
|
$2.18 Million
0.04% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,058
shares
|
$2.18 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
4,053
shares
|
$2.18 Million
0.8% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 06, 2025 Q3 2025 |
4,045
shares
|
$2.17 Million
2.29% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
4,039
shares
|
$2.17 Million
0.22% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
4,035
shares
|
$2.17 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,035
shares
|
$2.17 Million
0.37% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,034
shares
|
$2.17 Million
0.67% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
4,029
shares
|
$2.16 Million
0.2% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
4,028
shares
|
$2.16 Million
0.2% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,026
shares
|
$2.16 Million
1.8% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 12, 2025 Q3 2025 |
4,016
shares
|
$2.16 Million
4.19% of portfolio
|
Q3 2025
Reduced 24.15%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
4,013
shares
|
$2.15 Million
0.26% of portfolio
|
Q4 2025
Added 4.7%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
3,989
shares
|
$2.14 Million
1.14% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
3,983
shares
|
$2.14 Million
3.28% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,962
shares
|
$2.13 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,958
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 58.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
3,947
shares
|
$2.12 Million
0.08% of portfolio
|
Q4 2025
Added 2.33%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
3,944
shares
|
$2.12 Million
0.29% of portfolio
|
Q3 2025
Added 29.4%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
3,940
shares
|
$2.12 Million
0.11% of portfolio
|
Q3 2025
Added 2.85%
|
|