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 |
|---|---|---|---|---|---|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
1,705
shares
|
$915,329
0.42% of portfolio
|
Q4 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
1,705
shares
|
$915,329
0.07% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
1,703
shares
|
$914,255
0.17% of portfolio
|
Q1 2024
Added 1.98%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
1,700
shares
|
$912,645
0.18% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
1,699
shares
|
$912,108
0.62% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,699
shares
|
$912,108
0.77% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
1,697
shares
|
$911,034
0.43% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,692
shares
|
$908,350
0.11% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,690
shares
|
$907,276
0.05% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
1,689
shares
|
$906,739
0.17% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,689
shares
|
$906,739
0.07% of portfolio
|
Q4 2023
Reduced 5.17%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,686
shares
|
$905,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
1,685
shares
|
$904,592
0.63% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,683
shares
|
$903,518
0.03% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
1,681
shares
|
$902,444
0.07% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
1,680
shares
|
$901,908
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
1,680
shares
|
$901,908
0.2% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,674
shares
|
$898,686
0.18% of portfolio
|
Q3 2025
Added 39.04%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
1,666
shares
|
$894,392
0.25% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
1,661
shares
|
$891,707
0.3% of portfolio
|
Q3 2025
Added 24.89%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
1,659
shares
|
$890,634
0.16% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
1,657
shares
|
$889,560
0.79% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
1,657
shares
|
$889,560
0.14% of portfolio
|
Q3 2025
Added 46.25%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
1,655
shares
|
$888,486
0.58% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
1,655
shares
|
$888,486
0.45% of portfolio
|
Q2 2025
Reduced 0.36%
|
|