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 |
|---|---|---|---|---|---|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$536,850
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
997
shares
|
$535,239
1.49% of portfolio
|
Q2 2023
Reduced 22.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
997
shares
|
$535,239
0.08% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
994
shares
|
$533,628
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
991
shares
|
$532,018
0.33% of portfolio
|
Q3 2025
Added 21.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
991
shares
|
$532,018
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
986
shares
|
$529,334
0.2% of portfolio
|
Q3 2025
Added 24.49%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
985
shares
|
$528,797
0.37% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
985
shares
|
$528,797
0.18% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
985
shares
|
$528,797
0.5% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
983
shares
|
$527,723
0.36% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
982
shares
|
$527,186
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
982
shares
|
$527,186
0.05% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
982
shares
|
$527,186
0.21% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
981
shares
|
$526,649
0.3% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
981
shares
|
$526,649
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
980
shares
|
$526,113
0.07% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
979
shares
|
$525,576
0.09% of portfolio
|
Q4 2025
Added 17.53%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
976
shares
|
$523,965
0.23% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
976
shares
|
$523,965
0.23% of portfolio
|
Q3 2025
Added 573.1%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
975
shares
|
$523,428
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
974
shares
|
$522,891
0.06% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
973
shares
|
$522,355
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
973
shares
|
$522,355
0.07% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
972
shares
|
$521,818
0.31% of portfolio
|
Q3 2025
Reduced 53.69%
|
|