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 |
|---|---|---|---|---|---|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
3,938
shares
|
$2.11 Million
0.55% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
3,934
shares
|
$2.11 Million
0.51% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,933
shares
|
$2.11 Million
1.84% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
3,930
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
3,918
shares
|
$2.1 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,908
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2024
Added 8.74%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
3,906
shares
|
$2.1 Million
0.35% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
3,898
shares
|
$2.09 Million
1.74% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,885
shares
|
$2.09 Million
0.26% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,880
shares
|
$2.08 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
3,870
shares
|
$2.08 Million
0.28% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
3,866
shares
|
$2.08 Million
0.19% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
3,864
shares
|
$2.07 Million
0.26% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
3,850
shares
|
$2.07 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,842
shares
|
$2.06 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Cox Capital Mgt LLC
|
Oct 08, 2025 Q3 2025 |
3,834
shares
|
$2.06 Million
1.52% of portfolio
|
Q3 2025
Reduced 43.64%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,827
shares
|
$2.05 Million
0.36% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,826
shares
|
$2.05 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
3,824
shares
|
$2.05 Million
0.45% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,821
shares
|
$2.05 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,809
shares
|
$2.04 Million
1.52% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
3,800
shares
|
$2.04 Million
0.22% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
3,795
shares
|
$2.04 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
3,786
shares
|
$2.03 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,767
shares
|
$2.02 Million
0.19% of portfolio
|
Q3 2025
Added 3.38%
|
|