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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
850
shares
|
$456,322
0.17% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
849
shares
|
$455,785
0.29% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
848
shares
|
$455,248
0.22% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
848
shares
|
$455,248
0.07% of portfolio
|
Q4 2022
Reduced 19.47%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
847
shares
|
$454,711
0.42% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
847
shares
|
$454,711
0.29% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
846
shares
|
$454,175
0.12% of portfolio
|
Q2 2025
Reduced 45.63%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
845
shares
|
$453,638
0.23% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
845
shares
|
$453,638
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
844
shares
|
$453,101
0.28% of portfolio
|
Q3 2025
Reduced 55.63%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
843
shares
|
$452,564
0.05% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
841
shares
|
$451,490
0.09% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
840
shares
|
$450,954
0.16% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
837
shares
|
$449,343
0.29% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
836
shares
|
$448,806
0.01% of portfolio
|
Q4 2025
Added 4.37%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
834
shares
|
$447,732
0.18% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
834
shares
|
$447,732
0.08% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
833
shares
|
$447,196
0.08% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
832
shares
|
$446,659
0.06% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
832
shares
|
$446,659
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
829
shares
|
$445,048
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
826
shares
|
$443,438
0.04% of portfolio
|
Q3 2025
Added 28.86%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
824
shares
|
$442,364
0.11% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
824
shares
|
$442,364
0.08% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
824
shares
|
$442,364
0.19% of portfolio
|
Q3 2025
Added 38.26%
|
|