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 |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,778
shares
|
$954,519
0.07% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,777
shares
|
$953,982
0.42% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
1,775
shares
|
$952,908
0.32% of portfolio
|
Q2 2025
Added 35.19%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,775
shares
|
$952,908
0.86% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
1,772
shares
|
$951,298
0.05% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,756
shares
|
$942,708
0.14% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,755
shares
|
$942,171
0.1% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
1,754
shares
|
$941,634
0.22% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
1,751
shares
|
$940,024
0.31% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
1,747
shares
|
$937,876
0.28% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
1,745
shares
|
$936,803
0.01% of portfolio
|
Q4 2025
Added 7.72%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,745
shares
|
$936,803
0.08% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,742
shares
|
$935,192
0.11% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
1,742
shares
|
$935,192
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,739
shares
|
$933,582
0.16% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,737
shares
|
$932,508
0.34% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
1,736
shares
|
$931,971
0.43% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
1,736
shares
|
$931,971
0.14% of portfolio
|
Q4 2025
Reduced 4.46%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,732
shares
|
$929,824
0.62% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
1,728
shares
|
$927,676
0.46% of portfolio
|
Q3 2025
Added 43.76%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
1,728
shares
|
$927,676
0.11% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,725
shares
|
$926,066
0.41% of portfolio
|
Q2 2022
Reduced 17.27%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
1,723
shares
|
$924,992
0.2% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
1,723
shares
|
$924,992
0.83% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,719
shares
|
$922,845
0.1% of portfolio
|
Q1 2025
Added 28.67%
|
|