Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,029 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
408
shares
|
$219,034
0.06% of portfolio
|
Q4 2025
Reduced 4.45%
|
|
|
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%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
407
shares
|
$218,497
0.18% of portfolio
|
Q4 2025
Reduced 58.13%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
407
shares
|
$218,497
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
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 |
Jan 12, 2026 Q4 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
|
|