Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,038 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 |
|---|---|---|---|---|---|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
225
shares
|
$120,791
0.05% of portfolio
|
Q2 2025
Added 22400.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
223
shares
|
$119,717
0.03% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
217
shares
|
$116,496
0.02% of portfolio
|
Q2 2022
Added 13.02%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
214
shares
|
$114,885
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
211
shares
|
$113,275
0.06% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
211
shares
|
$113,275
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
210
shares
|
$112,738
0.02% of portfolio
|
Q4 2025
Reduced 16.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
208
shares
|
$111,664
0.08% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
207
shares
|
$111,127
0.02% of portfolio
|
Q3 2025
Added 218.46%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
206
shares
|
$110,591
0.01% of portfolio
|
Q4 2025
Added 3.0%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
205
shares
|
$110,054
0.06% of portfolio
|
Q4 2022
Reduced 42.25%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
204
shares
|
$109,517
0.07% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
200
shares
|
$107,370
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
200
shares
|
$107,370
0.11% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
200
shares
|
$107,370
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
198
shares
|
$106,296
0.05% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
196
shares
|
$105,222
0.08% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
195
shares
|
$104,685
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
190
shares
|
$102,001
0.01% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
189
shares
|
$101,464
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
187
shares
|
$100,390
0.02% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
186
shares
|
$99,854
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
185
shares
|
$99,317
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
183
shares
|
$98,243
0.04% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
183
shares
|
$98,243
0.03% of portfolio
|
Q1 2025
Reduced 1.61%
|
|