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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
3,440
shares
|
$1.85 Million
0.69% of portfolio
|
Q3 2025
Reduced 12.65%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,431
shares
|
$1.84 Million
0.7% of portfolio
|
Q4 2022
Reduced 17.07%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
3,429
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
3,417
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
3,415
shares
|
$1.83 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,406
shares
|
$1.83 Million
0.18% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
3,398
shares
|
$1.82 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,397
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Added 344.05%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
3,382
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
3,375
shares
|
$1.81 Million
0.56% of portfolio
|
Q1 2025
Added 68.75%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,373
shares
|
$1.81 Million
1.55% of portfolio
|
Q4 2023
Reduced 24.24%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
3,371
shares
|
$1.81 Million
0.41% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
3,362
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
3,356
shares
|
$1.8 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
3,354
shares
|
$1.8 Million
0.59% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,353
shares
|
$1.8 Million
0.5% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,351
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
3,350
shares
|
$1.8 Million
0.15% of portfolio
|
Q4 2025
Reduced 15.64%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
3,345
shares
|
$1.8 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
3,344
shares
|
$1.8 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
3,342
shares
|
$1.79 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,340
shares
|
$1.79 Million
0.38% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
3,339
shares
|
$1.79 Million
0.17% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,333
shares
|
$1.79 Million
0.71% of portfolio
|
Q2 2023
Added 0.91%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
3,326
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2025
Reduced 14.03%
|
|