Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,040 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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
689
shares
|
$369,889
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
688
shares
|
$369,352
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 17, 2025 Q3 2025 |
688
shares
|
$369,352
0.29% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
686
shares
|
$368,279
0.04% of portfolio
|
Q4 2025
Reduced 15.31%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
684
shares
|
$367,205
0.03% of portfolio
|
Q3 2025
Added 18.96%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
684
shares
|
$367,205
0.13% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
683
shares
|
$366,668
0.18% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
681
shares
|
$365,594
0.09% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
680
shares
|
$365,058
0.03% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
680
shares
|
$365,058
0.1% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
679
shares
|
$364,521
0.06% of portfolio
|
Q3 2025
Reduced 27.77%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
678
shares
|
$363,984
0.06% of portfolio
|
Q4 2025
Added 12.62%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
678
shares
|
$363,984
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
678
shares
|
$363,984
0.01% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
677
shares
|
$363,447
0.18% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
677
shares
|
$363,447
0.32% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
676
shares
|
$362,910
0.09% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
676
shares
|
$362,910
0.55% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
676
shares
|
$362,910
0.04% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Riverstone Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
672
shares
|
$360,763
0.19% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
671
shares
|
$360,226
0.03% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 17, 2025 Q3 2025 |
671
shares
|
$360,226
0.02% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
671
shares
|
$360,226
0.11% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
671
shares
|
$360,226
0.08% of portfolio
|
Q3 2025
Reduced 76.37%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
670
shares
|
$359,689
0.14% of portfolio
|
Q3 2025
Reduced 31.21%
|
|