Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,034 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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
2,715
shares
|
$1.46 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
2,712
shares
|
$1.46 Million
0.27% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,708
shares
|
$1.45 Million
0.56% of portfolio
|
Q2 2022
Added 2.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,706
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
2,703
shares
|
$1.45 Million
1.16% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
2,700
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,690
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
2,690
shares
|
$1.44 Million
0.53% of portfolio
|
Q3 2025
Reduced 48.47%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,683
shares
|
$1.44 Million
0.35% of portfolio
|
Q3 2025
Added 188.49%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
2,682
shares
|
$1.44 Million
0.35% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
2,680
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2025
Added 19.91%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
2,676
shares
|
$1.44 Million
0.52% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,670
shares
|
$1.43 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,669
shares
|
$1.43 Million
0.08% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
2,660
shares
|
$1.43 Million
0.25% of portfolio
|
Q4 2025
Reduced 15.8%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
2,656
shares
|
$1.43 Million
0.79% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
2,652
shares
|
$1.42 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,651
shares
|
$1.42 Million
0.27% of portfolio
|
Q3 2025
Added 17.4%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
2,648
shares
|
$1.42 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,646
shares
|
$1.42 Million
0.81% of portfolio
|
Q3 2022
Added 4.88%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
2,645
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2025
Added 14.5%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
2,639
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2025
Added 4.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
2,637
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2025
Added 17.1%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,630
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2023
Added 2.47%
|
|
|
Mizuho Markets Cayman LP
|
Nov 19, 2025 Q3 2025 |
2,627
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2025
Reduced 88.34%
|
|