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 |
|---|---|---|---|---|---|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
1,322
shares
|
$709,715
0.41% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,321
shares
|
$709,178
0.43% of portfolio
|
Q3 2022
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
1,321
shares
|
$709,178
0.03% of portfolio
|
Q3 2025
Reduced 51.02%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,321
shares
|
$709,178
0.06% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
1,321
shares
|
$709,178
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
1,319
shares
|
$708,105
0.24% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
1,318
shares
|
$707,568
0.4% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,316
shares
|
$706,494
0.06% of portfolio
|
Q3 2025
Reduced 21.99%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,316
shares
|
$706,494
0.18% of portfolio
|
Q4 2024
Reduced 77.09%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,316
shares
|
$706,494
0.11% of portfolio
|
Q3 2025
Added 24.03%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
1,314
shares
|
$705,420
0.51% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,314
shares
|
$705,420
0.11% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
1,314
shares
|
$705,420
0.19% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
1,309
shares
|
$702,736
0.23% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,306
shares
|
$701,126
0.27% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
1,304
shares
|
$700,052
0.03% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
1,296
shares
|
$695,757
0.33% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
1,292
shares
|
$693,610
0.5% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
1,291
shares
|
$693,073
0.05% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
1,290
shares
|
$692,536
0.1% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
1,290
shares
|
$692,536
0.32% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,288
shares
|
$691,462
0.08% of portfolio
|
Q2 2025
Added 34.45%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,288
shares
|
$691,462
0.11% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
1,287
shares
|
$690,925
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
1,286
shares
|
$690,389
0.35% of portfolio
|
Q3 2025
Added 50.94%
|
|