Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,023 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 |
|---|---|---|---|---|---|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
632
shares
|
$339,289
0.05% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
631
shares
|
$338,752
0.06% of portfolio
|
Q3 2025
Added 32.29%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
631
shares
|
$338,752
0.09% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
630
shares
|
$338,215
0.22% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
629
shares
|
$337,678
0.16% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
629
shares
|
$337,678
0.17% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
629
shares
|
$337,678
0.09% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
628
shares
|
$337,141
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
628
shares
|
$337,141
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
627
shares
|
$336,604
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
627
shares
|
$336,604
0.14% of portfolio
|
Q3 2025
Added 17.64%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
627
shares
|
$336,604
0.23% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
626
shares
|
$336,068
0.1% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
626
shares
|
$336,068
0.19% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
626
shares
|
$336,068
0.23% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
626
shares
|
$336,068
0.08% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
626
shares
|
$336,068
0.39% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
625
shares
|
$335,531
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
625
shares
|
$335,531
0.07% of portfolio
|
Q3 2025
Reduced 16.11%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
624
shares
|
$334,994
0.21% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
623
shares
|
$334,457
0.04% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
623
shares
|
$334,457
0.1% of portfolio
|
Q3 2025
Added 28.72%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
623
shares
|
$334,457
0.11% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
622
shares
|
$333,920
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Intrinsic Value Partners, LLC
|
Nov 14, 2025 Q3 2025 |
621
shares
|
$333,383
0.3% of portfolio
|
Q3 2025
Reduced 1.58%
|
|