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 |
|---|---|---|---|---|---|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,833
shares
|
$1.52 Million
1.53% of portfolio
|
Q2 2022
Added 102.65%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
2,828
shares
|
$1.52 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
2,824
shares
|
$1.52 Million
0.86% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
2,822
shares
|
$1.51 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
2,816
shares
|
$1.51 Million
0.75% of portfolio
|
Q3 2025
Reduced 22.55%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
2,811
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
2,804
shares
|
$1.51 Million
0.38% of portfolio
|
Q3 2025
Added 31.52%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
2,803
shares
|
$1.5 Million
0.36% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,801
shares
|
$1.5 Million
1.83% of portfolio
|
Q1 2024
Reduced 6.73%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
2,797
shares
|
$1.5 Million
0.51% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
2,791
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
2,789
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 71.71%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,781
shares
|
$1.49 Million
0.2% of portfolio
|
Q4 2025
Reduced 14.09%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
2,776
shares
|
$1.49 Million
1.05% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
2,775
shares
|
$1.49 Million
1.17% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
2,765
shares
|
$1.48 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
2,762
shares
|
$1.48 Million
0.24% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
2,756
shares
|
$1.48 Million
1.54% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,738
shares
|
$1.47 Million
0.33% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
2,734
shares
|
$1.47 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,732
shares
|
$1.47 Million
0.26% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
2,726
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
2,723
shares
|
$1.46 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
2,723
shares
|
$1.46 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
2,720
shares
|
$1.46 Million
0.57% of portfolio
|
Q3 2025
Added 0.15%
|
|