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 |
|---|---|---|---|---|---|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
752
shares
|
$403,711
0.26% of portfolio
|
Q4 2025
Reduced 2.97%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
752
shares
|
$403,711
0.25% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
751
shares
|
$403,174
0.15% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
750
shares
|
$402,637
0.26% of portfolio
|
Q1 2023
Reduced 72.63%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
749
shares
|
$402,100
0.04% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
749
shares
|
$402,100
0.18% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
749
shares
|
$402,100
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
744
shares
|
$399,416
0.25% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
743
shares
|
$398,879
0.07% of portfolio
|
Q4 2025
Reduced 28.07%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
741
shares
|
$397,805
0.03% of portfolio
|
Q4 2025
Reduced 3.26%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
741
shares
|
$397,805
0.22% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
741
shares
|
$397,805
0.28% of portfolio
|
Q3 2025
Added 25.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
740
shares
|
$397,269
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
738
shares
|
$396,195
0.19% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
735
shares
|
$394,584
0.46% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
734
shares
|
$394,047
0.06% of portfolio
|
Q2 2025
Reduced 29.96%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
734
shares
|
$394,047
0.08% of portfolio
|
Q3 2025
Added 487.2%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
734
shares
|
$394,047
0.13% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
734
shares
|
$394,047
0.16% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
734
shares
|
$394,047
0.08% of portfolio
|
Q2 2025
Added 3570.0%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
733
shares
|
$393,511
0.06% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
731
shares
|
$392,437
0.25% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
729
shares
|
$391,363
0.14% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
729
shares
|
$391,363
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 14, 2025 Q3 2025 |
728
shares
|
$390,826
0.03% of portfolio
|
Q3 2025
New holding
|
|