Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,034 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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,859
shares
|
$4.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 32.88%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
8,857
shares
|
$4.75 Million
0.23% of portfolio
|
Q4 2025
Added 2.44%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
8,812
shares
|
$4.73 Million
0.59% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
8,810
shares
|
$4.73 Million
3.55% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
8,799
shares
|
$4.72 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
8,772
shares
|
$4.71 Million
0.1% of portfolio
|
Q4 2025
Added 25.57%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
8,749
shares
|
$4.7 Million
1.18% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,712
shares
|
$4.68 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
8,710
shares
|
$4.68 Million
0.78% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
8,696
shares
|
$4.67 Million
1.78% of portfolio
|
Q4 2023
Reduced 65.1%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
8,670
shares
|
$4.65 Million
0.67% of portfolio
|
Q3 2025
Added 28.24%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 14, 2026 Q4 2025 |
8,648
shares
|
$4.64 Million
0.39% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
8,646
shares
|
$4.64 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
8,603
shares
|
$4.62 Million
2.78% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
8,598
shares
|
$4.62 Million
0.25% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Silphium Asset Management LTD
London, X0 |
Nov 04, 2025 Q3 2025 |
8,597
shares
|
$4.62 Million
1.45% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,588
shares
|
$4.61 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
8,580
shares
|
$4.61 Million
1.64% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
8,536
shares
|
$4.58 Million
0.29% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
8,516
shares
|
$4.57 Million
1.82% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
8,494
shares
|
$4.56 Million
1.1% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
8,486
shares
|
$4.56 Million
1.13% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
8,462
shares
|
$4.54 Million
0.23% of portfolio
|
Q2 2025
Reduced 40.1%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
8,460
shares
|
$4.54 Million
0.32% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
8,448
shares
|
$4.54 Million
0.79% of portfolio
|
Q3 2025
Reduced 3.14%
|
|