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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,229
shares
|
$659,788
0.05% of portfolio
|
Q3 2025
Added 28.42%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
1,227
shares
|
$658,714
0.04% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
1,224
shares
|
$657,104
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
1,221
shares
|
$655,493
0.48% of portfolio
|
Q4 2025
Added 2.26%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,218
shares
|
$653,883
0.41% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
1,213
shares
|
$651,199
0.43% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
1,213
shares
|
$651,199
0.08% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
1,212
shares
|
$650,662
0.12% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
1,211
shares
|
$650,125
0.06% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
1,210
shares
|
$649,588
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
1,207
shares
|
$647,977
0.21% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
1,207
shares
|
$647,977
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
1,206
shares
|
$647,441
0.05% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,205
shares
|
$646,904
0.11% of portfolio
|
Q2 2025
Added 72.14%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
1,205
shares
|
$646,904
0.13% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,205
shares
|
$646,904
0.42% of portfolio
|
Q3 2025
Added 23.59%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
1,203
shares
|
$645,830
0.11% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,203
shares
|
$645,830
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,201
shares
|
$644,756
1.23% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,195
shares
|
$641,535
0.38% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
1,195
shares
|
$641,535
0.55% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,191
shares
|
$639,388
0.12% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,188
shares
|
$637,777
0.07% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
1,188
shares
|
$637,777
0.12% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
1,187
shares
|
$637,240
0.28% of portfolio
|
Q3 2025
Reduced 0.5%
|
|