Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,034 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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
879
shares
|
$471,891
0.06% of portfolio
|
Q3 2025
Reduced 85.28%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
878
shares
|
$471,354
0.11% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
878
shares
|
$471,354
0.21% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
877
shares
|
$470,817
0.04% of portfolio
|
Q3 2025
Added 42.83%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
877
shares
|
$470,817
0.21% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
876
shares
|
$470,280
0.1% of portfolio
|
Q3 2025
Added 47.97%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
875
shares
|
$469,743
0.03% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
875
shares
|
$469,743
0.45% of portfolio
|
Q3 2025
Reduced 23.25%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
873
shares
|
$468,670
0.68% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
872
shares
|
$468,133
0.21% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
871
shares
|
$467,596
0.35% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
870
shares
|
$467,059
0.19% of portfolio
|
Q3 2025
Reduced 53.33%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
869
shares
|
$466,522
0.06% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
869
shares
|
$466,522
0.11% of portfolio
|
Q4 2025
Added 15.25%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
868
shares
|
$465,985
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
868
shares
|
$465,985
0.04% of portfolio
|
Q4 2024
Added 47.37%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
866
shares
|
$464,912
0.2% of portfolio
|
Q4 2025
Reduced 1.37%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
865
shares
|
$464,375
0.05% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
864
shares
|
$463,838
0.06% of portfolio
|
Q3 2025
Added 26.13%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
862
shares
|
$462,764
0.14% of portfolio
|
Q1 2024
Added 3647.83%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
861
shares
|
$462,227
0.12% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
860
shares
|
$461,691
0.3% of portfolio
|
Q3 2024
Added 5633.33%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
860
shares
|
$461,691
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
858
shares
|
$460,617
0.07% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
857
shares
|
$460,080
0.15% of portfolio
|
Q3 2025
Added 21.05%
|
|