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 |
|---|---|---|---|---|---|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
2,925
shares
|
$1.57 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,919
shares
|
$1.57 Million
1.33% of portfolio
|
Q3 2022
Added 30.43%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,911
shares
|
$1.56 Million
0.72% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
2,910
shares
|
$1.56 Million
2.24% of portfolio
|
Q1 2023
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
2,909
shares
|
$1.56 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
2,897
shares
|
$1.56 Million
0.21% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
2,895
shares
|
$1.55 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,893
shares
|
$1.55 Million
0.4% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
2,890
shares
|
$1.55 Million
0.19% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
2,875
shares
|
$1.54 Million
0.65% of portfolio
|
Q1 2025
Added 4256.06%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
2,866
shares
|
$1.54 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
2,862
shares
|
$1.54 Million
1.6% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
2,862
shares
|
$1.54 Million
1.14% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,859
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
2,856
shares
|
$1.53 Million
0.36% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
2,856
shares
|
$1.53 Million
0.95% of portfolio
|
Q3 2025
Added 153.64%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,854
shares
|
$1.53 Million
0.99% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,854
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
2,853
shares
|
$1.53 Million
0.3% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,852
shares
|
$1.53 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
2,850
shares
|
$1.53 Million
0.2% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
2,850
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2025
Reduced 35.81%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
2,846
shares
|
$1.53 Million
0.86% of portfolio
|
Q3 2025
Added 20.95%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
2,844
shares
|
$1.53 Million
0.24% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,833
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2025
Added 1.07%
|
|