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 |
|---|---|---|---|---|---|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
2,159
shares
|
$1.16 Million
0.36% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
2,158
shares
|
$1.16 Million
0.83% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
2,154
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2025
Reduced 74.8%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,148
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
2,144
shares
|
$1.15 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
2,140
shares
|
$1.15 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
2,139
shares
|
$1.15 Million
0.71% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,137
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
2,137
shares
|
$1.15 Million
0.42% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
2,120
shares
|
$1.14 Million
1.06% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
2,119
shares
|
$1.14 Million
0.89% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
2,117
shares
|
$1.14 Million
0.22% of portfolio
|
Q4 2025
Reduced 7.84%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
2,114
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2025
Added 29.22%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
2,114
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2025
Added 43.81%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,106
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,096
shares
|
$1.13 Million
0.48% of portfolio
|
Q4 2023
Added 8.71%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
2,096
shares
|
$1.13 Million
0.27% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
2,094
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2025
Added 931.53%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
2,093
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,093
shares
|
$1.12 Million
0.38% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,093
shares
|
$1.12 Million
0.44% of portfolio
|
Q2 2023
Reduced 0.76%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
2,088
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
2,087
shares
|
$1.12 Million
0.96% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,085
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
2,080
shares
|
$1.12 Million
0.35% of portfolio
|
Q3 2025
Reduced 12.64%
|
|