MA Mastercard Incorporated
Mastercard Incorporated (MA) Institutional Ownership
What the institutions did with MA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ARGENT CAPITAL MANAGEMENT LLC | 173.0K | 25.3% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 125.1K | 18.3% |
| ROCKLAND TRUST CO | 81.4K | 11.9% |
| JIA INVESTMENT ALLIANCE PTE. LTD. | 67.3K | 9.8% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 37.5K | 5.5% |
| CapWealth Advisors, LLC | 35.6K | 5.2% |
| CX Institutional | 27.7K | 4.1% |
| TOMPKINS FINANCIAL CORP | 21.0K | 3.1% |
| Norman Fields, Gottscho Capital Management, LLC | 17.2K | 2.5% |
| Coastline Trust Co | 16.1K | 2.4% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 14.1K | 2.1% |
| EASTERN BANK | 11.2K | 1.6% |
| Stonebridge Financial Group, LLC | 10.9K | 1.6% |
| MassMutual Private Wealth & Trust, FSB | 9.8K | 1.4% |
| General Partner, Inc. | 6.5K | 1.0% |
| Montecito Bank & Trust | 4.2K | 0.6% |
| Central Pacific Bank - Trust Division | 3.2K | 0.5% |
| Versant Capital Management, Inc | 3.1K | 0.5% |
| Boltwood Capital Management | 2.9K | 0.4% |
| DOLIVER ADVISORS, LP | 2.0K | 0.3% |
| Violich Capital Management, Inc. | 1.9K | 0.3% |
| COLLECTIVE FAMILY OFFICE LLC | 1.4K | 0.2% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1.2K | 0.2% |
| PARK NATIONAL CORP /OH/ | 1.1K | 0.2% |
| Noble Wealth Management PBC | 1.1K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 136.5K | 125.1K | -11.4K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 179.7K | 173.0K | -6.7K |
| ROCKLAND TRUST CO | Increased | 76.6K | 81.4K | +4.8K |
| CapWealth Advisors, LLC | Increased | 33.3K | 35.6K | +2.3K |
| General Partner, Inc. | Reduced | 7.7K | 6.5K | -1.2K |
| CX Institutional | Increased | 26.6K | 27.7K | +1.1K |
| TOMPKINS FINANCIAL CORP | Reduced | 21.6K | 21.0K | -623 |
| Central Pacific Bank - Trust Division | Reduced | 3.9K | 3.2K | -621 |
| Coastline Trust Co | Reduced | 16.7K | 16.1K | -602 |
| Versant Capital Management, Inc | Increased | 2.6K | 3.1K | +478 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 14.6K | 14.1K | -472 |
| Global Wealth Strategies & Associates | New | 0 | 375 | +375 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 10.1K | 9.8K | -333 |
| Stonebridge Financial Group, LLC | Increased | 10.6K | 10.9K | +298 |
| Adelphi Trust Co | Reduced | 1.2K | 924 | -245 |
| GoalVest Advisory LLC | Reduced | 767 | 549 | -218 |
| Montecito Bank & Trust | Increased | 4.0K | 4.2K | +197 |
| Heartwood Wealth Advisors LLC | Increased | 466 | 608 | +142 |
| EASTERN BANK | Increased | 11.1K | 11.2K | +136 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 1.5K | 1.4K | -126 |
| Miller Global Investments, LLC | Increased | 565 | 682 | +117 |
| Olistico Wealth, LLC | Reduced | 404 | 304 | -100 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 734 | 668 | -66 |
| PRIVATE CLIENT SERVICES, LLC | Increased | 939 | 1.0K | +63 |
| Box Hill Private Wealth LLC | Reduced | 423 | 367 | -56 |
| Boltwood Capital Management | Increased | 2.9K | 2.9K | +55 |
| BURKETT FINANCIAL SERVICES, LLC | Reduced | 59 | 8 | -51 |
| PARK NATIONAL CORP /OH/ | Reduced | 1.1K | 1.1K | -36 |
| DOLIVER ADVISORS, LP | Reduced | 2.0K | 2.0K | -32 |
| Hickory Point Bank & Trust | Increased | 646 | 666 | +20 |
| Rosenberg Matthew Hamilton | Reduced | 318 | 299 | -19 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 1.2K | 1.2K | -16 |
| Planning Strategies Inc. | Increased | 44 | 54 | +10 |
| Noble Wealth Management PBC | Reduced | 1.1K | 1.1K | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.