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 |
|---|---|---|---|---|---|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
423
shares
|
$227,087
0.15% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
422
shares
|
$226,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
422
shares
|
$226,550
0.11% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
421
shares
|
$226,013
0.08% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
420
shares
|
$225,477
0.1% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
418
shares
|
$224,403
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
416
shares
|
$223,329
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
416
shares
|
$223,329
0.15% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
416
shares
|
$223,329
0.14% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
415
shares
|
$222,792
0.03% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
414
shares
|
$222,255
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
414
shares
|
$222,255
0.04% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
413
shares
|
$221,719
0.04% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
412
shares
|
$221,182
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
412
shares
|
$221,182
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
412
shares
|
$221,182
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 06, 2025 Q3 2025 |
412
shares
|
$221,182
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
411
shares
|
$220,645
0.01% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
410
shares
|
$220,108
0.07% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
410
shares
|
$220,108
0.19% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
409
shares
|
$219,571
0.03% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
408
shares
|
$219,034
0.13% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
407
shares
|
$218,497
0.04% of portfolio
|
Q3 2025
Added 85.0%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
407
shares
|
$218,497
0.12% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
407
shares
|
$218,497
0.15% of portfolio
|
Q3 2025
New holding
|
|