Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,020 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 |
|---|---|---|---|---|---|
|
Innova Wealth Partners
|
Dec 02, 2025 Q3 2025 |
506
shares
|
$271,646
0.17% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
506
shares
|
$271,646
0.07% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
506
shares
|
$271,646
0.01% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
506
shares
|
$271,646
0.12% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
506
shares
|
$271,646
0.05% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
505
shares
|
$271,109
0.06% of portfolio
|
Q2 2025
Reduced 24.96%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
504
shares
|
$270,572
0.04% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
504
shares
|
$270,572
0.11% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
504
shares
|
$270,572
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
503
shares
|
$270,035
0.04% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
501
shares
|
$268,961
0.04% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
501
shares
|
$268,961
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
501
shares
|
$268,961
0.06% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
500
shares
|
$268,425
0.11% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$268,425
0.15% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Oct 30, 2025 Q3 2025 |
500
shares
|
$268,425
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Nov 14, 2025 Q3 2025 |
500
shares
|
$268,425
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
500
shares
|
$268,425
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
500
shares
|
$268,425
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
499
shares
|
$267,888
0.1% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
499
shares
|
$267,888
0.02% of portfolio
|
Q3 2025
Reduced 86.26%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
496
shares
|
$266,277
0.07% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
496
shares
|
$266,277
0.34% of portfolio
|
Q3 2025
Added 120.77%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
495
shares
|
$265,740
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
495
shares
|
$265,740
0.05% of portfolio
|
Q3 2025
Reduced 29.08%
|
|