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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,990
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
1,990
shares
|
$1.07 Million
0.64% of portfolio
|
Q4 2025
New holding
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
1,983
shares
|
$1.06 Million
0.25% of portfolio
|
Q3 2025
Reduced 14.71%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
1,978
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2023
Added 16.15%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
1,975
shares
|
$1.06 Million
0.79% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
1,971
shares
|
$1.06 Million
0.82% of portfolio
|
Q3 2025
Reduced 46.86%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,967
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,966
shares
|
$1.06 Million
0.24% of portfolio
|
Q2 2022
Added 31.68%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,966
shares
|
$1.06 Million
0.85% of portfolio
|
Q4 2024
Reduced 32.11%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
1,966
shares
|
$1.06 Million
0.47% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
1,964
shares
|
$1.05 Million
0.61% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
1,962
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
1,960
shares
|
$1.05 Million
0.31% of portfolio
|
Q4 2025
Added 7.4%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,953
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2022
Added 1.03%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
1,952
shares
|
$1.05 Million
0.28% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
1,950
shares
|
$1.05 Million
0.27% of portfolio
|
Q4 2025
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
1,950
shares
|
$1.05 Million
0.29% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
1,948
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2025
Reduced 2.26%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
1,946
shares
|
$1.04 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
1,944
shares
|
$1.04 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
1,943
shares
|
$1.04 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
1,943
shares
|
$1.04 Million
0.75% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
1,938
shares
|
$1.04 Million
0.42% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,934
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
1,933
shares
|
$1.04 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.87%
|
|