# MASTERCARD INCORPORATED (MA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MA/

- Reporting holders: 182
- Reported value: $946.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $95.4M | 172,987 | 3.0% | 32 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $93.4M | 169,335 | 1.3% | 32 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $69.0M | 125,090 | 1.2% | 32 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $53.0M | 96,082 | 5.5% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $44.9M | 81,392 | 1.7% | 32 |
| [JIA INVESTMENT ALLIANCE PTE. LTD.](https://holderbook.com/funds/1966595-jia-investment-alliance-pte-ltd/) | $37.1M | 67,300 | 3.2% | 15 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $33.0M | 59,832 | 1.7% | 32 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $32.3M | 58,246 | 5.7% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $28.6M | 51,879 | 0.4% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $27.9M | 50,535 | 0.2% | 16 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $23.8M | 43,132 | 0.2% | 32 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $20.7M | 37,500 | 3.9% | 32 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $19.6M | 35,599 | 1.5% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $17.9M | 32,406 | 0.5% | 28 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $17.0M | 30,848 | 0.7% | 16 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $16.9M | 30,655 | 1.7% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $13.7M | 24,890 | 0.5% | 12 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $11.6M | 20,953 | 0.8% | 31 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $10.9M | 19,199 | 0.1% | 7 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $10.7M | 19,369 | 0.2% | 32 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $10.6M | 19,217 | 0.6% | 32 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $9.6M | 17,321 | 1.9% | 32 |
| [Norman Fields, Gottscho Capital Management, LLC](https://holderbook.com/funds/1352449-norman-fields-gottscho-capital-management-llc/) | $9.5M | 17,224 | 2.9% | 32 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $8.9M | 16,094 | 0.8% | 32 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $8.8M | 15,946 | 1.9% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 182 | $946.2M |
| Q2 2026 | 3,634 | $430.3B |
| Q1 2026 | 3,627 | $395.0B |
| Q4 2025 | 3,747 | $533.4B |
| Q3 2025 | 3,524 | $472.4B |
| Q2 2025 | 3,547 | $458.6B |
| Q1 2025 | 3,498 | $444.6B |
| Q4 2024 | 3,452 | $429.5B |
| Q3 2024 | 3,153 | $371.9B |
| Q2 2024 | 3,130 | $332.3B |
| Q1 2024 | 3,134 | $379.9B |
| Q4 2023 | 3,059 | $329.7B |