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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
465
shares
|
$249,635
0.03% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
465
shares
|
$249,635
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
465
shares
|
$249,635
0.06% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
465
shares
|
$249,635
0.13% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
462
shares
|
$248,024
0.02% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
462
shares
|
$248,024
0.01% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
461
shares
|
$247,487
0.04% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
461
shares
|
$247,487
0.06% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
460
shares
|
$246,951
0.02% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
460
shares
|
$246,951
0.04% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
460
shares
|
$246,951
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
460
shares
|
$246,951
0.14% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Ccm Investment Advisers LLC
|
Oct 10, 2025 Q3 2025 |
459
shares
|
$246,414
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
459
shares
|
$246,414
0.07% of portfolio
|
Q4 2024
Reduced 85.39%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
458
shares
|
$245,877
0.18% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
458
shares
|
$245,877
0.04% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
457
shares
|
$245,340
0.05% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
457
shares
|
$245,340
0.06% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
456
shares
|
$244,803
0.1% of portfolio
|
Q3 2025
Reduced 22.18%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
456
shares
|
$244,803
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
455
shares
|
$244,266
0.12% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
455
shares
|
$244,266
0.02% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
455
shares
|
$244,266
0.06% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
455
shares
|
$244,266
0.12% of portfolio
|
Q1 2025
Reduced 40.99%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
454
shares
|
$243,729
0.03% of portfolio
|
Q3 2025
Reduced 6.39%
|
|