Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,029 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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
783
shares
|
$420,353
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
782
shares
|
$419,816
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
781
shares
|
$419,279
0.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
781
shares
|
$419,279
0.1% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
779
shares
|
$418,206
0.14% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
775
shares
|
$416,058
0.08% of portfolio
|
Q3 2025
Added 22.43%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
773
shares
|
$414,985
0.04% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
773
shares
|
$414,985
0.11% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
773
shares
|
$414,985
0.11% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
773
shares
|
$414,985
0.15% of portfolio
|
Q3 2023
Added 6.04%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
771
shares
|
$413,911
0.13% of portfolio
|
Q3 2025
Reduced 21.65%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
770
shares
|
$413,374
0.11% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
770
shares
|
$413,374
0.25% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
769
shares
|
$412,837
0.14% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
769
shares
|
$412,837
0.3% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
768
shares
|
$412,300
0.14% of portfolio
|
Q3 2025
Added 41.44%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
765
shares
|
$410,690
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
765
shares
|
$410,690
0.28% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
763
shares
|
$409,616
0.07% of portfolio
|
Q3 2025
Added 66.59%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
762
shares
|
$409,079
0.29% of portfolio
|
Q3 2025
Added 13.39%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
759
shares
|
$407,469
0.04% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
758
shares
|
$406,932
0.08% of portfolio
|
Q4 2025
Added 6.31%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
758
shares
|
$406,932
0.06% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
757
shares
|
$406,395
0.02% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
756
shares
|
$405,858
0.08% of portfolio
|
Q1 2025
Reduced 8.03%
|
|