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 |
|---|---|---|---|---|---|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
16,800
shares
|
$9.02 Million
0.31% of portfolio
|
Q4 2024
Reduced 37.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
16,776
shares
|
$9.01 Million
0.3% of portfolio
|
Q4 2025
Reduced 6.7%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
16,721
shares
|
$8.98 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
16,680
shares
|
$8.95 Million
0.22% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
16,663
shares
|
$8.95 Million
1.86% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
16,609
shares
|
$8.92 Million
0.76% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
16,597
shares
|
$8.91 Million
2.17% of portfolio
|
Q4 2025
Added 3.78%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
16,571
shares
|
$8.9 Million
0.58% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
16,557
shares
|
$8.89 Million
0.67% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
16,425
shares
|
$8.82 Million
4.37% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
16,404
shares
|
$8.81 Million
0.39% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 12, 2025 Q3 2025 |
16,349
shares
|
$8.78 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
16,281
shares
|
$8.74 Million
0.71% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
16,280
shares
|
$8.74 Million
1.85% of portfolio
|
Q1 2024
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
16,255
shares
|
$8.73 Million
1.5% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
16,141
shares
|
$8.67 Million
4.76% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Arrow Capital Management, LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
16,121
shares
|
$8.65 Million
11.97% of portfolio
|
N/A
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,110
shares
|
$8.65 Million
1.42% of portfolio
|
Q4 2022
Reduced 23.61%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
16,091
shares
|
$8.64 Million
0.78% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
16,036
shares
|
$8.61 Million
2.2% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
16,017
shares
|
$8.6 Million
0.36% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
16,017
shares
|
$8.6 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Nov 14, 2025 Q3 2025 |
15,977
shares
|
$8.58 Million
7.89% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
15,976
shares
|
$8.58 Million
0.53% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
15,952
shares
|
$8.56 Million
0.89% of portfolio
|
Q3 2025
Reduced 10.46%
|
|