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 |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
500
shares
|
$268,425
0.04% of portfolio
|
Q4 2025
Reduced 55.91%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$268,425
0.15% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Oct 30, 2025 Q3 2025 |
500
shares
|
$268,425
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Nov 14, 2025 Q3 2025 |
500
shares
|
$268,425
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
500
shares
|
$268,425
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
500
shares
|
$268,425
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
499
shares
|
$267,888
0.1% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
499
shares
|
$267,888
0.02% of portfolio
|
Q3 2025
Reduced 86.26%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
497
shares
|
$266,814
0.17% of portfolio
|
Q4 2025
Reduced 32.01%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
496
shares
|
$266,277
0.34% of portfolio
|
Q3 2025
Added 120.77%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
495
shares
|
$265,740
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
495
shares
|
$265,740
0.05% of portfolio
|
Q3 2025
Reduced 29.08%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
495
shares
|
$265,740
0.15% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
494
shares
|
$265,203
0.03% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
494
shares
|
$265,203
0.05% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
494
shares
|
$265,203
0.09% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
493
shares
|
$264,667
0.04% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
493
shares
|
$264,667
0.06% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
492
shares
|
$264,130
0.03% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
491
shares
|
$263,593
0.3% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
491
shares
|
$263,593
0.07% of portfolio
|
Q3 2025
Added 33.06%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
490
shares
|
$263,056
0.26% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
490
shares
|
$263,056
0.08% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
490
shares
|
$263,056
0.06% of portfolio
|
Q3 2025
Reduced 49.9%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
490
shares
|
$263,056
0.27% of portfolio
|
Q2 2025
Added 2.73%
|
|