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MasterCard Incorporated shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 486 499.69
2025-09-30 $278k 488 568.85
2025-06-30 $270k 481 561.98
2025-03-31 $275k 501 548.16
2024-12-31 $264k 502 526.61

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View all positions for Roehl & Yi Investment Advisors

Top funds holding MasterCard Incorporated

Vanguard Group
BlackRock
Mastercard Foundation Asset Management Corp
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Capital Research Global Investors
Wellington Management Company
Capital Research and Management Company - Division 3
Northern Trust
Goldman Sachs Group
Nuveen

View all funds holding MasterCard Incorporated