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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
400
shares
|
$214,740
0.07% of portfolio
|
Q4 2025
Added 2.04%
|
|
|
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%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
393
shares
|
$210,982
0.02% of portfolio
|
Q3 2025
Reduced 61.32%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
392
shares
|
$210,445
0.04% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
392
shares
|
$210,445
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
392
shares
|
$210,445
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
391
shares
|
$209,908
0.16% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
390
shares
|
$209,371
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
389
shares
|
$208,834
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
388
shares
|
$208,297
0.06% of portfolio
|
Q3 2025
Reduced 41.03%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
386
shares
|
$207,224
0.07% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
386
shares
|
$207,224
0.04% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
386
shares
|
$207,224
0.07% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
386
shares
|
$207,224
0.1% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
385
shares
|
$206,687
0.17% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
384
shares
|
$206,150
0.05% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
384
shares
|
$206,150
0.07% of portfolio
|
Q4 2025
Reduced 1.03%
|
|