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 |
|---|---|---|---|---|---|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
495
shares
|
$265,740
0.15% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
494
shares
|
$265,203
0.03% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
494
shares
|
$265,203
0.05% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
494
shares
|
$265,203
0.06% of portfolio
|
Q3 2025
Reduced 83.12%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
494
shares
|
$265,203
0.09% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
493
shares
|
$264,667
0.04% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
492
shares
|
$264,130
0.03% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
491
shares
|
$263,593
0.3% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
491
shares
|
$263,593
0.07% of portfolio
|
Q3 2025
Added 33.06%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
490
shares
|
$263,056
0.26% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
490
shares
|
$263,056
0.08% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
490
shares
|
$263,056
0.06% of portfolio
|
Q3 2025
Reduced 49.9%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
490
shares
|
$263,056
0.27% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
489
shares
|
$262,519
0.06% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
488
shares
|
$261,982
0.04% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
486
shares
|
$260,909
0.06% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
485
shares
|
$260,372
0.04% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
485
shares
|
$260,372
0.14% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
484
shares
|
$259,835
0.07% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
484
shares
|
$259,835
0.08% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
484
shares
|
$259,835
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
483
shares
|
$259,298
0.03% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
483
shares
|
$259,298
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
481
shares
|
$258,224
0.08% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
481
shares
|
$258,224
0.11% of portfolio
|
Q1 2024
New holding
|
|