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 |
|---|---|---|---|---|---|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
3,050
shares
|
$1.64 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
3,044
shares
|
$1.63 Million
0.11% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
3,034
shares
|
$1.63 Million
0.53% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
3,030
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
3,021
shares
|
$1.62 Million
0.64% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,020
shares
|
$1.62 Million
0.35% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,007
shares
|
$1.61 Million
0.33% of portfolio
|
Q2 2024
Added 3.66%
|
|
|
Trust Investment Advisors
|
Nov 24, 2025 Q3 2025 |
3,000
shares
|
$1.61 Million
1.01% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
3,000
shares
|
$1.61 Million
0.9% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
2,991
shares
|
$1.61 Million
0.38% of portfolio
|
Q4 2025
Added 3.46%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
2,990
shares
|
$1.61 Million
1.35% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
2,987
shares
|
$1.6 Million
0.29% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,987
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,983
shares
|
$1.6 Million
0.33% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,977
shares
|
$1.6 Million
0.97% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
2,975
shares
|
$1.6 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
2,969
shares
|
$1.59 Million
1.25% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,957
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
2,956
shares
|
$1.59 Million
0.64% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
2,945
shares
|
$1.58 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
2,940
shares
|
$1.58 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,939
shares
|
$1.58 Million
0.22% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
2,939
shares
|
$1.58 Million
0.82% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Nov 10, 2025 Q3 2025 |
2,935
shares
|
$1.58 Million
1.12% of portfolio
|
Q3 2025
Reduced 18.47%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,933
shares
|
$1.57 Million
0.34% of portfolio
|
Q3 2025
Added 30.47%
|
|