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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,538
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2025
Added 26.71%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,536
shares
|
$1.36 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
2,532
shares
|
$1.36 Million
0.57% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
2,528
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
2,528
shares
|
$1.36 Million
0.65% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
2,528
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,528
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
2,526
shares
|
$1.36 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,525
shares
|
$1.36 Million
0.43% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,521
shares
|
$1.35 Million
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
2,517
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,513
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,511
shares
|
$1.35 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
2,511
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
2,510
shares
|
$1.35 Million
0.42% of portfolio
|
Q4 2025
Added 2.07%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,505
shares
|
$1.34 Million
0.53% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
2,502
shares
|
$1.34 Million
0.88% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
2,498
shares
|
$1.34 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
2,496
shares
|
$1.34 Million
0.39% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
2,495
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2025
Added 5.81%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
2,487
shares
|
$1.34 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,484
shares
|
$1.33 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
2,483
shares
|
$1.33 Million
0.51% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
2,481
shares
|
$1.33 Million
0.78% of portfolio
|
Q2 2024
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,478
shares
|
$1.33 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|