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 |
|---|---|---|---|---|---|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
1,775
shares
|
$952,908
0.32% of portfolio
|
Q2 2025
Added 35.19%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,775
shares
|
$952,908
0.86% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
1,772
shares
|
$951,298
0.05% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,756
shares
|
$942,708
0.14% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,755
shares
|
$942,171
0.1% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
1,754
shares
|
$941,634
0.22% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
1,751
shares
|
$940,024
0.31% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
1,747
shares
|
$937,876
0.28% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,745
shares
|
$936,803
0.08% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,742
shares
|
$935,192
0.11% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
1,742
shares
|
$935,192
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,739
shares
|
$933,582
0.16% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,737
shares
|
$932,508
0.34% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
1,736
shares
|
$931,971
0.43% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,732
shares
|
$929,824
0.62% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
1,728
shares
|
$927,676
0.46% of portfolio
|
Q3 2025
Added 43.76%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
1,728
shares
|
$927,676
0.11% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,725
shares
|
$926,066
0.41% of portfolio
|
Q2 2022
Reduced 17.27%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
1,723
shares
|
$924,992
0.2% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
1,723
shares
|
$924,992
0.83% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,719
shares
|
$922,845
0.1% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
1,717
shares
|
$921,771
0.09% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
1,713
shares
|
$919,624
0.57% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
1,708
shares
|
$916,939
0.78% of portfolio
|
Q3 2025
Reduced 36.24%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
1,705
shares
|
$915,329
0.14% of portfolio
|
Q1 2025
Reduced 0.29%
|
|