MASTERCARD INCORPORATED (MA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
182
Reporting holders
$946.2M
Reported value
0.0%
Calls
0.0%
Puts
-3,452
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ARGENT CAPITAL MANAGEMENT LLC | $95.4M | 172,987 | 3.04% | 32q | -3.7%-$3.7M |
| Douglas Lane & Associates, LLC | $93.4M | 169,335 | 1.25% | 32q | -3.3%-$3.2M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $69.0M | 125,090 | 1.16% | 32q | -8.4%-$6.3M |
| Bath Savings Trust Co | $53.0M | 96,082 | 5.49% | 32q | -0.6%-$311.6K |
| ROCKLAND TRUST CO | $44.9M | 81,392 | 1.72% | 32q | +6.2%+$2.6M |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $37.1M | 67,300 | 3.19% | 15q | HELD |
| ATWOOD & PALMER INC | $33.0M | 59,832 | 1.69% | 32q | HELD |
| Lincoln Capital LLC | $32.3M | 58,246 | 5.66% | 32q | HELD |
| SAPIENT CAPITAL LLC | $28.6M | 51,879 | 0.38% | 12q | -50.6%-$29.3M |
| Farther Finance Advisors, LLC | $27.9M | 50,535 | 0.20% | 16q | +46.2%+$8.8M |
| CONGRESS ASSET MANAGEMENT CO | $23.8M | 43,132 | 0.15% | 32q | +39.1%+$6.7M |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $20.7M | 37,500 | 3.91% | 32q | HELD |
| CapWealth Advisors, LLC | $19.6M | 35,599 | 1.48% | 2q | +7.1%+$1.3M |
| Venture Visionary Partners LLC | $17.9M | 32,406 | 0.47% | 28q | -0.7%-$120.8K |
| Quintet Private Bank (Europe) S.A. | $17.0M | 30,848 | 0.75% | 16q | +6.7%+$1.1M |
| TOTH FINANCIAL ADVISORY CORP | $16.9M | 30,655 | 1.69% | 32q | +10.5%+$1.6M |
| GAMMA Investing LLC | $13.7M | 24,890 | 0.46% | 12q | +10.2%+$1.3M |
| TOMPKINS FINANCIAL CORP | $11.6M | 20,953 | 0.81% | 31q | -2.9%-$343.6K |
| Apella Capital, LLC | $10.9M | 19,199 | 0.14% | 7q | +4.2%+$437.2K |
| Valeo Financial Advisors, LLC | $10.7M | 19,369 | 0.23% | 32q | -1.1%-$121.3K |
| Legacy Private Trust Co. | $10.6M | 19,217 | 0.58% | 32q | -1.7%-$179.8K |
| CYPRESS ASSET MANAGEMENT INC/TX | $9.6M | 17,321 | 1.89% | 32q | -2.7%-$261.9K |
| Norman Fields, Gottscho Capital Management, LLC | $9.5M | 17,224 | 2.89% | 32q | HELD |
| Coastline Trust Co | $8.9M | 16,094 | 0.83% | 32q | -3.6%-$332.0K |
| Stokes Capital Advisors, LLC | $8.8M | 15,946 | 1.93% | 19q | -5.1%-$477.0K |
| HALL LAURIE J TRUSTEE | $7.9M | 14,387 | 2.53% | 30q | HELD |
| Wedmont Private Capital | $7.8M | 13,657 | 0.19% | 20q | +21.8%+$1.4M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $7.8M | 14,134 | 0.09% | 32q | -3.2%-$260.3K |
| S.E.E.D. Planning Group LLC | $7.4M | 13,401 | 1.81% | 27q | +0.6%+$41.4K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $7.2M | 13,018 | 0.62% | 20q | -0.9%-$64.5K |
| ARMSTRONG HENRY H ASSOCIATES INC | $7.0M | 12,645 | 0.62% | 32q | +1.6%+$113.1K |
| CENTRAL BANK & TRUST CO | $6.9M | 12,553 | 0.99% | 32q | -1.4%-$94.9K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $6.7M | 12,088 | 0.24% | 32q | -2.1%-$140.6K |
| VISTA INVESTMENT PARTNERS LLC | $6.4M | 11,560 | 1.66% | 12q | -1.9%-$120.3K |
| EASTERN BANK | $6.2M | 11,241 | 0.09% | 31q | +1.2%+$75.0K |
| Stonebridge Financial Group, LLC | $6.0M | 10,935 | 0.44% | 8q | +2.8%+$164.3K |
| MassMutual Private Wealth & Trust, FSB | $5.4M | 9,812 | 0.14% | 32q | -3.3%-$183.6K |
| Avidian Wealth Enterprises, LLC | $4.5M | 8,171 | 0.13% | 29q | +7.7%+$323.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $4.4M | 7,916 | 0.36% | 32q | +16.8%+$629.2K |
| Galvin, Gaustad & Stein, LLC | $4.4M | 7,903 | 0.33% | 24q | -1.1%-$49.1K |
| Greenfield Savings Bank | $4.2M | 7,528 | 1.57% | 18q | HELD |
| Bell Asset Management Ltd | $3.9M | 7,141 | 1.42% | 32q | -49.4%-$3.8M |
| Wealth Enhancement Trust Services, Inc. | $3.7M | 6,717 | 0.40% | 4q | -61.0%-$5.8M |
| General Partner, Inc. | $3.6M | 6,503 | 1.92% | 16q | -15.0%-$634.2K |
| INSPIRION WEALTH ADVISORS, LLC | $3.6M | 6,469 | 0.41% | 32q | HELD |
| Everhart Financial Group, Inc. | $3.5M | 6,381 | 0.22% | 21q | +6.4%+$212.3K |
| Grove Bank & Trust | $3.4M | 6,181 | 0.34% | 32q | HELD |
| Applied Capital LLC/FL | $3.3M | 5,973 | 1.31% | 16q | HELD |
| YHB Investment Advisors, Inc. | $3.2M | 5,798 | 0.20% | 32q | -6.8%-$232.2K |
| AMERICAN NATIONAL BANK & TRUST | $3.0M | 5,443 | 0.27% | 19q | +1.8%+$51.8K |
| Cooper Financial Group | $2.9M | 5,325 | 0.23% | 32q | +16.2%+$409.8K |
| STABLEFORD CAPITAL II LLC | $2.8M | 5,022 | 0.96% | 14q | -3.5%-$99.8K |
| Whalen Wealth Management Inc. | $2.6M | 4,793 | 1.13% | 6q | +38.2%+$730.1K |
| PFW Advisors LLC | $2.6M | 4,770 | 0.78% | 14q | HELD |
| Montecito Bank & Trust | $2.3M | 4,166 | 0.35% | 31q | +5.0%+$108.6K |
| Cox Capital Mgt LLC | $2.2M | 3,945 | 1.22% | 32q | HELD |
| CoreCap Advisors, LLC | $2.0M | 3,680 | 0.06% | 15q | +8.0%+$150.6K |
| TILIA FIDUCIARY PARTNERS, INC. | $1.8M | 3,236 | 0.41% | 20q | +99.4%+$889.5K |
| Central Pacific Bank - Trust Division | $1.8M | 3,234 | 0.19% | 11q | -16.1%-$342.5K |
| Versant Capital Management, Inc | $1.7M | 3,107 | 0.15% | 32q | +18.2%+$263.6K |
| Cadent Capital Advisors, LLC | $1.6M | 2,990 | 0.35% | 7q | HELD |
| Boltwood Capital Management | $1.6M | 2,935 | 0.37% | 17q | +1.9%+$30.3K |
| Ebert Capital Management Inc. | $1.6M | 2,911 | 1.39% | 4q | -0.5%-$8.8K |
| Dale Q Rice Investment Management Ltd | $1.6M | 2,847 | 0.86% | 8q | HELD |
| Pacifica Partners Inc. | $1.6M | 2,841 | 0.47% | 28q | -0.9%-$14.9K |
| Hamilton Capital, LLC | $1.6M | 2,825 | 0.09% | 31q | HELD |
| First Heartland Consultants, Inc. | $1.5M | 2,800 | 0.10% | 32q | +5.1%+$75.5K |
| Adirondack Capital Advisors, LLC | $1.4M | 2,540 | 0.72% | 4q | HELD |
| Balefire, LLC | $1.2M | 2,233 | 0.19% | 18q | -4.6%-$59.6K |
| Atlas Brown,Inc. | $1.2M | 2,221 | 0.32% | 32q | HELD |
| Intelligence Driven Advisers, LLC | $1.2M | 2,172 | 0.21% | 14q | -11.1%-$149.5K |
| Vann Equity Management LLC | $1.2M | 2,164 | 0.71% | 3q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $1.1M | 2,065 | 0.16% | 24q | HELD |
| Invariant Investment Management | $1.1M | 2,042 | 0.65% | 4q | HELD |
| Veracity Capital LLC | $1.1M | 2,010 | 0.30% | 28q | +2.8%+$29.8K |
| DOLIVER ADVISORS, LP | $1.1M | 1,993 | 0.24% | 32q | -1.6%-$17.6K |
| Barden Capital Management, Inc. | $1.1M | 1,973 | 0.99% | 20q | -0.8%-$8.8K |
| Violich Capital Management, Inc. | $1.0M | 1,900 | 0.11% | 27q | HELD |
| Peoples Bank/KS | $1.0M | 1,837 | 0.99% | 13q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $982.2K | 1,781 | 0.70% | 4q | HELD |
| Monument Capital Management | $977.4K | 1,772 | 0.20% | 18q | +7.7%+$69.5K |
| jvl associates llc | $966.2K | 1,752 | 0.28% | 11q | +2.3%+$21.5K |
| Werlinich Asset Management, LLC | $952.9K | 1,728 | 0.37% | 23q | HELD |
| Byrne Asset Management LLC | $949.9K | 1,727 | 0.53% | 20q | +10.7%+$91.8K |
| HF Advisory Group, LLC | $934.4K | 1,694 | 0.28% | 16q | -27.9%-$361.3K |
| Strong Retirement Solutions LLC | $917.1K | 1,663 | 0.52% | 4q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $890.2K | 1,614 | 0.23% | 2q | +2.5%+$21.5K |
| Acropolis Investment Management, LLC | $888.2K | 1,611 | 0.04% | 27q | -57.5%-$1.2M |
| New Covenant Trust Company, N.A. | $885.7K | 1,606 | 0.61% | 11q | +29.7%+$202.9K |
| ARGUS INVESTORS' COUNSEL, INC. | $880.2K | 1,596 | 0.68% | 23q | +4.9%+$40.8K |
| Plan A Wealth LLC | $879.1K | 1,594 | 0.31% | 7q | +1.9%+$16.0K |
| Wealth Science Advisors LLC | $821.7K | 1,490 | 0.35% | 3q | -25.3%-$278.5K |
| DIVERSIFIED MANAGEMENT INC | $794.1K | 1,440 | 0.14% | 4q | +34.2%+$202.4K |
| COLLECTIVE FAMILY OFFICE LLC | $780.3K | 1,415 | 0.16% | 15q | -8.2%-$69.5K |
| BOS Asset Management, LLC | $779.2K | 1,413 | 0.18% | 16q | -4.3%-$35.3K |
| Veery Capital, LLC | $778.1K | 1,411 | 0.21% | 24q | HELD |
| CHAPIN DAVIS, INC. | $742.2K | 1,346 | 0.14% | 9q | +3.0%+$21.5K |
| Shelter Rock Management, LLC | $728.5K | 1,326 | 0.68% | 4q | -5.8%-$45.1K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $712.9K | 1,293 | 0.17% | 6q | HELD |
| Exchange Bank | $673.9K | 1,222 | 0.42% | 14q | -2.7%-$18.7K |
Showing the largest 100 of 188 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-15 | McLaughlin Edward Grunde | President & CTO, MA Tech | Sold | 19,800 | $10.6M ×8 |
| 2026-08-03 | Miebach Michael | President & CEO | Sold | 16,628 | $9.6M |
| 2026-07-31 | Miebach Michael | President & CEO | Sold | 16,628 | $9.4M |
| 2026-08-05 | Miebach Michael | President & CEO | Sold | 15,372 | $8.8M |
| 2026-07-01 | McLaughlin Edward Grunde | President & CTO, MA Tech | Sold | 14,260 | $7.5M |
| 2026-08-19 | SACHIN J. MEHRA | Chief Business Officer | Sold | 7,444 | $4.3M ×10 |
| 2026-07-01 | Seshadri Raj | Chief Commercial Pmts Officer | Sold | 4,828 | $2.5M |
| 2026-08-04 | Kirkpatrick Linda Pistecchia | Chief Services Officer | Sold | 4,280 | $2.4M ×8 |
| 2026-08-05 | SACHIN J. MEHRA | Chief Business Officer | Sold | 3,000 | $1.7M ×7 |
| 2026-07-02 | Seshadri Raj | Chief Commercial Pmts Officer | Sold | 1,977 | $1.0M |
| 2026-08-17 | Kirkpatrick Linda Pistecchia | Chief Services Officer | Sold | 1,191 | $673.2K |
| 2026-08-20 | SACHIN J. MEHRA | Chief Business Officer | Sold | 1,000 | $572.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 182 | $946.2M | 1,713,099 | 10 | 60 | 63 | 0.1% |
| Q2 2026 | 3,634 | $430.3B | 824,829,279 | 175 | 1,275 | 1,413 | 1.8% |
| Q1 2026 | 3,627 | $395.0B | 778,925,307 | 131 | 1,251 | 1,457 | 1.5% |
| Q4 2025 | 3,747 | $533.4B | 868,547,827 | 130 | 1,242 | 1,286 | 1.3% |
| Q3 2025 | 3,524 | $472.4B | 816,739,479 | 129 | 1,300 | 1,142 | 1.7% |
| Q2 2025 | 3,547 | $458.6B | 802,345,948 | 176 | 1,304 | 1,214 | 1.7% |
| Q1 2025 | 3,498 | $444.6B | 800,988,798 | 161 | 1,179 | 1,261 | 1.2% |
| Q4 2024 | 3,452 | $429.5B | 805,239,421 | 158 | 1,142 | 1,076 | 1.3% |
| Q3 2024 | 3,153 | $371.9B | 740,759,754 | 139 | 1,110 | 1,094 | 1.6% |
| Q2 2024 | 3,130 | $332.3B | 741,010,512 | 119 | 1,190 | 1,000 | 1.6% |
| Q1 2024 | 3,134 | $379.9B | 775,713,995 | 170 | 1,104 | 1,107 | 1.8% |
| Q4 2023 | 3,059 | $329.7B | 755,732,821 | 142 | 961 | 1,062 | 2.2% |
| Q3 2023 | 2,833 | $291.0B | 717,547,570 | 121 | 984 | 982 | 2.3% |
| Q2 2023 | 2,802 | $288.9B | 720,312,282 | 146 | 913 | 1,035 | 2.0% |
| Q1 2023 | 2,738 | $279.4B | 754,758,766 | 124 | 894 | 1,025 | 2.3% |
| Q4 2022 | 2,720 | $262.3B | 733,969,122 | 170 | 825 | 1,010 | 2.7% |
| Q3 2022 | 2,558 | $215.8B | 739,798,167 | 98 | 832 | 999 | 2.4% |
| Q2 2022 | 2,601 | $236.3B | 732,312,689 | 116 | 872 | 1,004 | 2.1% |
| Q1 2022 | 2,634 | $315.3B | 863,417,438 | 127 | 978 | 938 | 2.2% |
| Q4 2021 | 2,649 | $277.8B | 743,536,222 | 140 | 1,021 | 766 | 3.8% |
| Q3 2021 | 2,452 | $308.2B | 855,303,620 | 97 | 982 | 769 | 3.4% |
| Q2 2021 | 2,494 | $323.4B | 863,041,662 | 122 | 950 | 813 | 2.6% |
| Q1 2021 | 2,483 | $273.3B | 745,864,372 | 137 | 967 | 866 | 2.8% |
| Q4 2020 | 2,459 | $278.8B | 747,244,150 | 139 | 913 | 781 | 3.9% |
| Q3 2020 | 2,267 | $260.1B | 747,235,104 | 133 | 785 | 847 | 2.9% |
| Q2 2020 | 2,243 | $228.4B | 753,000,153 | 189 | 917 | 747 | 2.5% |
| Q1 2020 | 2,144 | $187.8B | 756,991,659 | 172 | 857 | 829 | 2.7% |
| Q4 2019 | 2,159 | $235.3B | 770,523,898 | 112 | 640 | 789 | 2.2% |
| Q3 2019 | 1,984 | $209.9B | 757,848,022 | 115 | 669 | 769 | 1.9% |
| Q2 2019 | 1,933 | $209.1B | 771,469,498 | 124 | 652 | 740 | 2.4% |
| Q1 2019 | 1,883 | $184.7B | 772,605,180 | 141 | 614 | 695 | 1.5% |
| Q4 2018 | 1,793 | $152.9B | 795,830,829 | 19 | 21 | 30 | 1.8% |