Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,030 institutions that hold shares in the stock, with a total of 770 Million shares, which have been reported (via 13F filing form) to have a value of $413 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
1,525
shares
|
$818,696
0.09% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,524
shares
|
$818,159
1.24% of portfolio
|
Q3 2023
Reduced 6.67%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
1,518
shares
|
$814,938
1.0% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
1,518
shares
|
$814,938
0.47% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
1,516
shares
|
$813,864
0.35% of portfolio
|
Q4 2025
Reduced 2.7%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
1,514
shares
|
$812,790
0.35% of portfolio
|
Q3 2025
Added 170.84%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
1,514
shares
|
$812,790
0.08% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
1,511
shares
|
$811,180
0.32% of portfolio
|
Q4 2025
Reduced 9.79%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
1,511
shares
|
$811,180
0.04% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
1,509
shares
|
$810,106
0.06% of portfolio
|
Q4 2025
Reduced 4.13%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
1,508
shares
|
$809,569
0.31% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
1,505
shares
|
$807,959
0.19% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
1,505
shares
|
$807,959
0.02% of portfolio
|
Q4 2025
Reduced 5.88%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,502
shares
|
$806,348
0.19% of portfolio
|
Q3 2025
Added 62.55%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
1,501
shares
|
$805,811
0.26% of portfolio
|
Q4 2025
Added 0.6%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,501
shares
|
$805,811
0.03% of portfolio
|
Q3 2025
Added 51.01%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
1,500
shares
|
$805,275
0.08% of portfolio
|
Q1 2021
Reduced 28.57%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
1,498
shares
|
$804,201
0.28% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,498
shares
|
$804,201
0.16% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
1,497
shares
|
$803,664
0.01% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,495
shares
|
$802,590
0.14% of portfolio
|
Q1 2023
Added 0.67%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
1,491
shares
|
$800,443
0.68% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
1,491
shares
|
$800,443
0.8% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
1,490
shares
|
$799,906
0.01% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
1,488
shares
|
$798,832
0.26% of portfolio
|
Q3 2025
Added 2.13%
|
|