← Every company

Who Owns Mastercard Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Mastercard Inc.

Who crossed 5% of MA →
Managers holding
170
as of 2026-09-30
Reported value
$1.1B
summed across filings
Shares held
2M
Added vs trimmed
62 / 81
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Mn Services Vermogensbeheer B.V.CL A241K shadded$132.9M
Border to Coast Pensions Partnership LtdCommon Stock175.4K shadded$96.6M
ARGENT CAPITAL MANAGEMENT LLCCOM173K shtrimmed$95.4M
Douglas Lane & Associates, LLCCOMMON169.3K shtrimmed$93.4M
Bath Savings Trust CoCommon Stock96.1K shtrimmed$53M
ROCKLAND TRUST COCL A81.4K shadded$44.9M
JIA INVESTMENT ALLIANCE PTE. LTD.CL A67.3K shheld$37.1M
ATWOOD & PALMER INCCOM59.8K shadded$33M
Lincoln Capital LLCCL A58.2K shtrimmed$32.3M
SAPIENT CAPITAL LLCCL A51.9K shtrimmed$28.6M
Farther Finance Advisors, LLCStock50.5K shadded$27.9M
CONGRESS ASSET MANAGEMENT COCOM43.1K shadded$23.8M
BRIGHT ROCK CAPITAL MANAGEMENT, LLCCL A37.5K shheld$20.7M
CapWealth Advisors, LLCStock35.6K shadded$19.6M
Westwind CapitalStock35.2K shtrimmed$19.4M
Venture Visionary Partners LLCCL A32.4K shtrimmed$17.9M
Quintet Private Bank (Europe) S.A.CL A30.8K shadded$17M
TOTH FINANCIAL ADVISORY CORPCL A30.7K shadded$16.9M
GAMMA Investing LLCCommon Stock24.9K shadded$13.7M
TOMPKINS FINANCIAL CORPCL A21K shtrimmed$11.6M
Apella Capital, LLCCL A19.2K shadded$10.9M
Valeo Financial Advisors, LLCStock19.4K shtrimmed$10.7M
Legacy Private Trust Co.CL A19.2K shtrimmed$10.6M
CYPRESS ASSET MANAGEMENT INC/TXCL A17.3K shtrimmed$9.6M
Norman Fields, Gottscho Capital Management, LLCCOM17.2K shheld$9.5M
Stokes Capital Advisors, LLCCL A15.9K shtrimmed$8.8M
HALL LAURIE J TRUSTEEEquities14.4K shtrimmed$7.9M
Wedmont Private CapitalCL A13.7K shadded$7.8M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM14.1K shtrimmed$7.8M
S.E.E.D. Planning Group LLCCL A13.4K shadded$7.4M
CANANDAIGUA NATIONAL BANK & TRUST COCom13K shtrimmed$7.2M
ARMSTRONG HENRY H ASSOCIATES INCCL A12.6K shadded$7M
CENTRAL BANK & TRUST COEquities12.6K shtrimmed$6.9M
CHICKASAW CAPITAL MANAGEMENT LLCCOM12.1K shtrimmed$6.7M
VISTA INVESTMENT PARTNERS LLCCL A11.6K shtrimmed$6.4M
EASTERN BANKCL A11.2K shadded$6.2M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock9.8K shtrimmed$5.4M
Avidian Wealth Enterprises, LLCCL A8.2K shadded$4.5M
MOODY NATIONAL BANK TRUST DIVISIONCL A7.9K shadded$4.4M
Galvin, Gaustad & Stein, LLCCL A7.9K shtrimmed$4.4M
Greenfield Savings BankCL A7.5K shtrimmed$4.2M
Bell Asset Management LtdCL A7.1K shtrimmed$3.9M
Wealth Enhancement Trust Services, Inc.CL A6.7K shtrimmed$3.7M
General Partner, Inc.CL6.5K shtrimmed$3.6M
INSPIRION WEALTH ADVISORS, LLCCL A6.5K shtrimmed$3.6M
Everhart Financial Group, Inc.CL A6.4K shadded$3.5M
Grove Bank & TrustCL A6.2K shtrimmed$3.4M
Applied Capital LLC/FLCL A6K shadded$3.3M
YHB Investment Advisors, Inc.CL A5.8K shtrimmed$3.2M
AMERICAN NATIONAL BANK & TRUSTCL A5.4K shadded$3M
Cooper Financial GroupCL A5.3K shadded$2.9M
STABLEFORD CAPITAL II LLCCL A5K shtrimmed$2.8M
Whalen Wealth Management Inc.CL A4.8K shadded$2.6M
PFW Advisors LLCCL A4.8K shtrimmed$2.6M
Cox Capital Mgt LLCStock3.9K shtrimmed$2.2M
CoreCap Advisors, LLCStock3.7K shadded$2M
Central Pacific Bank - Trust DivisionCL A3.2K shtrimmed$1.8M
Cadent Capital Advisors, LLCCL A3K shheld$1.6M
Ebert Capital Management Inc.CL A2.9K shtrimmed$1.6M
Dale Q Rice Investment Management LtdCL A2.8K shtrimmed$1.6M
Pacifica Partners Inc.CL A2.8K shtrimmed$1.6M
Hamilton Capital, LLCCL A2.8K shadded$1.6M
First Heartland Consultants, Inc.CL A2.8K shadded$1.5M
Adirondack Capital Advisors, LLCCL A2.5K shheld$1.4M
Balefire, LLCCL A2.2K shtrimmed$1.2M
Atlas Brown,Inc.Stock2.2K shadded$1.2M
Intelligence Driven Advisers, LLCCL A2.2K shtrimmed$1.2M
Vann Equity Management LLCCL A2.2K shadded$1.2M
FINANCIAL MANAGEMENT NETWORK INCCL A2.1K shheld$1.1M
Invariant Investment ManagementCL A2K shadded$1.1M
Veracity Capital LLCCL A2K shadded$1.1M
Barden Capital Management, Inc.CL A2K shtrimmed$1.1M
Violich Capital Management, Inc.COM1.9K shheld$1M
Peoples Bank/KSCommon Stock1.8K shheld$1M
RHODES INVESTMENT ADVISORS INC /ADVCL A1.8K shheld$982.2K
Monument Capital ManagementCL A1.8K shadded$977.4K
jvl associates llcCL A1.8K shadded$966.2K
Werlinich Asset Management, LLCCL A1.7K shheld$952.9K
Byrne Asset Management LLCCOM1.7K shadded$949.9K
HF Advisory Group, LLCCL A1.7K shtrimmed$934.4K
Strong Retirement Solutions LLCCL A1.7K shtrimmed$917.1K
TILIA FIDUCIARY PARTNERS, INC.Stock1.6K shtrimmed$892.2K
JUNCTURE WEALTH STRATEGIES, LLCCL A1.6K shadded$890.2K
Acropolis Investment Management, LLCCL A1.6K shtrimmed$888.2K
New Covenant Trust Company, N.A.CL A1.6K shadded$885.7K
ARGUS INVESTORS' COUNSEL, INC.COM1.6K shadded$880.2K
Plan A Wealth LLCCL A1.6K shadded$879.1K
Wealth Science Advisors LLCCL A1.5K shtrimmed$821.7K
DIVERSIFIED MANAGEMENT INCCL A1.4K shadded$794.1K
Matrix Trust CoCL A1.4K shtrimmed$789K
COLLECTIVE FAMILY OFFICE LLCCL A1.4K shtrimmed$780.3K
BOS Asset Management, LLCCL A1.4K shtrimmed$779.2K
Veery Capital, LLCCL A1.4K shtrimmed$778.1K
CHAPIN DAVIS, INC.CL A1.3K shadded$742.2K
Shelter Rock Management, LLCCL A1.3K shtrimmed$728.5K
COLTON GROOME FINANCIAL ADVISORS, LLCCL A1.3K shtrimmed$712.9K
Exchange BankCOMMON STOCK1.2K shtrimmed$673.9K
Sound Income Strategies, LLCCL A1.2K shtrimmed$668.5K
Castleview Partners, LLCCL A1.2K shtrimmed$662.3K
BAKER TILLY WEALTH MANAGEMENT, LLCCL A1.2K shtrimmed$654.3K
Meadowbrook Wealth Management, LLCLarge US Bl Eq1.2K shtrimmed$636.9K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCL A1.1K shadded$629.6K
Breakwater Capital GroupCL A1.1K shadded$628.7K
Prota Financial, LLCCL A1.1K shtrimmed$626.5K
PARK NATIONAL CORP /OH/Com1.1K shtrimmed$600K
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock1.1K shheld$582.2K
RVW Wealth, LLCCL A1K shtrimmed$571.5K
Adelphi Trust CoCommon Stock924 shtrimmed$509.6K
Aletheian Wealth Advisors LLCCL A906 shadded$499.6K
AVITY INVESTMENT MANAGEMENT INC.CL A840 shtrimmed$463.2K
Dominguez Wealth Management Solutions, Inc.CL A825 shadded$454.9K
DLK Investment Management, LLCCL A815 shtrimmed$449.5K
Canandaigua National Trust Co of FloridaCom815 shadded$449.4K
American National Bank of TexasCommon Stock808 shadded$445.6K
Tactive Advisors, LLCCL A781 shtrimmed$430.6K
MRA Advisory GroupCL A773 shtrimmed$426K
RIVERSEDGE ADVISORS, LLCCL A751 shadded$414.4K
Trinity Financial Advisors LLCCL A711 shheld$392.2K
Kaydan Wealth Management, Inc.CL A691 shadded$381.1K
Castle Rock Wealth Management, LLCCL A669 shtrimmed$378.9K
TITLEIST ASSET MANAGEMENT, LLCCL A677 shadded$373.5K
ACIMA PRIVATE WEALTH, LLCStock668 shtrimmed$368.4K
Echo45 Advisors LLCCL A660 shadded$363.8K
Financial Enhancement Group LLCCL A592 shadded$337.5K
Heartwood Wealth Advisors LLCStock608 shadded$335.3K
CenterStar Asset Management, LLCCL A600 shtrimmed$330.9K
Weaver Consulting GroupCL A592 shadded$326.7K
Green Ridge Wealth Planning LLCCL A569 shtrimmed$313.8K
Athena Wealth Management, LLCCL A540 shadded$298.1K
Nautilus Advisors LLCCL A519 shtrimmed$286.4K
Gradient Investments LLCCL A511 shtrimmed$281.7K
RFG - Bristol Wealth Advisors, LLCCL A501 shadded$276.5K
CenterStar Asset Management, LLCCL A500 shtrimmed$275.7K
Trust CoStock498 shtrimmed$274.6K
ANB BANKCom493 shheld$271.9K
BURR FINANCIAL SERVICES, LLCCL A488 shheld$269.1K
Worth Asset Management, LLCStock484 shtrimmed$266.9K
Dickmeyer Boyce Financial Management, Inc.CL A476 shheld$262.8K
Financial Symmetry IncCOM470 shheld$259.2K
David J Yvars GroupCL A465 shheld$256.3K
ABLES, IANNONE, MOORE & ASSOCIATES, INC.CL A452 shadded$249.3K
Mirador Capital Partners LPCL A445 shtrimmed$245.7K
Bill Few Associates, Inc.CL A421 shadded$232.2K
Decker Wealth Management LLCCL A414 sh—$228.1K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCL A399 sh—$220K
ARMSTRONG ADVISORY GROUP, INCCL A388 shadded$214.2K
Successful Portfolios LLCCL A372 shtrimmed$208.7K
Factor Wealth Management LTDCL A373 shtrimmed$205.5K
Bank & Trust CoCL A370 shheld$204K
Box Hill Private Wealth LLCCL A367 shtrimmed$202.4K
ELEVATION WEALTH PARTNERS, LLCCL A360 shadded$198.6K
Olistico Wealth, LLCStock304 shtrimmed$167.6K
Rosenberg Matthew HamiltonStock299 shtrimmed$164.9K
VALLEY WEALTH MANAGERS, INC.Stock262 shheld$144.5K
Brown Shipley& Co LtdCL A257 shtrimmed$141.7K
Davis Capital ManagementStock210 shadded$115.8K
Bank of New HampshireCL A210 shtrimmed$115.8K
Dorato Capital ManagementCL A200 shheld$114K
Retirement Wealth Solutions LLCCL A177 shadded$97.6K
Bangor Savings BankCL A167 shheld$92.1K
Paladin Partners, LLCStock150 shheld$82.7K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCL A135 sh—$74.4K
STEPH & COCL A127 shadded$70K
Marquette Asset Management, LLCCL A113 shadded$62.3K
GK Wealth Management LLCCL A103 shtrimmed$56.4K
FIRST COMMUNITY TRUST NACL A72 shheld$39.7K
MJT & Associates Financial Advisory Group, Inc.Stock34 shtrimmed$18.8K
GILPIN WEALTH MANAGEMENT, LLCCL A32 shadded$17.6K
Investors Research CorpCL A25 shtrimmed$13.8K
Aventus Investment Advisors, Inc.Stock3 sh—$1.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on MA

Follow Mastercard Inc (MA) by email

New trades in Mastercard Inc (MA) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets