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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
406
shares
|
$217,961
0.11% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Oct 27, 2025 Q3 2025 |
406
shares
|
$217,961
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
405
shares
|
$217,424
0.19% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
403
shares
|
$216,350
0.02% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
403
shares
|
$216,350
0.11% of portfolio
|
Q3 2025
Reduced 12.39%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
403
shares
|
$216,350
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
403
shares
|
$216,350
0.02% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
402
shares
|
$215,813
0.02% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
402
shares
|
$215,813
0.14% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
401
shares
|
$215,276
0.06% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
400
shares
|
$214,740
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Heathbridge Capital Management Ltd.
|
Oct 15, 2025 Q3 2025 |
400
shares
|
$214,740
0.09% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
400
shares
|
$214,740
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
400
shares
|
$214,740
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
400
shares
|
$214,740
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
400
shares
|
$214,740
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
400
shares
|
$214,740
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
400
shares
|
$214,740
0.03% of portfolio
|
Q3 2024
Reduced 52.1%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
400
shares
|
$214,740
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
398
shares
|
$213,666
0.15% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
397
shares
|
$213,129
0.02% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
397
shares
|
$213,129
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
395
shares
|
$212,055
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
395
shares
|
$212,055
0.19% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
394
shares
|
$211,518
0.02% of portfolio
|
Q2 2025
Reduced 64.82%
|
|