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 |
|---|---|---|---|---|---|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,478
shares
|
$1.33 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Nov 12, 2025 Q3 2025 |
2,476
shares
|
$1.33 Million
0.92% of portfolio
|
Q3 2025
Added 37.94%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
2,474
shares
|
$1.33 Million
0.57% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
2,471
shares
|
$1.33 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 14, 2026 Q4 2025 |
2,469
shares
|
$1.33 Million
0.66% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,465
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
2,464
shares
|
$1.32 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
2,460
shares
|
$1.32 Million
0.25% of portfolio
|
Q3 2025
Added 206.35%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,459
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
2,458
shares
|
$1.32 Million
1.09% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
2,457
shares
|
$1.32 Million
0.34% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
2,454
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
2,450
shares
|
$1.32 Million
0.28% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
2,446
shares
|
$1.31 Million
0.18% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,438
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,437
shares
|
$1.31 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
2,433
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,429
shares
|
$1.3 Million
0.41% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
2,426
shares
|
$1.3 Million
0.83% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
2,423
shares
|
$1.3 Million
0.34% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
2,418
shares
|
$1.3 Million
0.42% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
2,411
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2025
Reduced 17.83%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
2,404
shares
|
$1.29 Million
0.85% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,402
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,402
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.21%
|
|