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 |
|---|---|---|---|---|---|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
2,315
shares
|
$1.24 Million
0.48% of portfolio
|
Q3 2025
Reduced 60.21%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
2,313
shares
|
$1.24 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
2,307
shares
|
$1.24 Million
0.39% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,305
shares
|
$1.24 Million
2.59% of portfolio
|
Q3 2025
Added 382.22%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
2,303
shares
|
$1.24 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
2,295
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,293
shares
|
$1.23 Million
0.86% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,286
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Added 22.84%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,279
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
2,278
shares
|
$1.22 Million
0.59% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,278
shares
|
$1.22 Million
1.22% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,274
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
2,271
shares
|
$1.22 Million
0.99% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
2,269
shares
|
$1.22 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
2,268
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,266
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
2,258
shares
|
$1.21 Million
0.16% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
2,257
shares
|
$1.21 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
2,255
shares
|
$1.21 Million
0.58% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,253
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2022
Reduced 2.21%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
2,253
shares
|
$1.21 Million
0.42% of portfolio
|
Q3 2025
Added 101.88%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
2,252
shares
|
$1.21 Million
1.0% of portfolio
|
Q3 2025
Reduced 17.3%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
2,247
shares
|
$1.21 Million
0.44% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
2,236
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 58.1%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,232
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2025
Reduced 8.94%
|
|