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 |
|---|---|---|---|---|---|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
373
shares
|
$200,245
0.08% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
372
shares
|
$199,708
0.06% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
371
shares
|
$199,171
0.13% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
370
shares
|
$198,634
0.11% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
370
shares
|
$198,634
0.18% of portfolio
|
Q3 2025
Reduced 40.71%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
370
shares
|
$198,634
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
370
shares
|
$198,634
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
369
shares
|
$198,097
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
369
shares
|
$198,097
0.17% of portfolio
|
Q3 2025
Reduced 80.62%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
368
shares
|
$197,560
0.02% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
368
shares
|
$197,560
0.12% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
367
shares
|
$197,023
0.1% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
367
shares
|
$197,023
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
367
shares
|
$197,023
0.06% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
367
shares
|
$197,023
0.09% of portfolio
|
Q3 2025
Reduced 29.01%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
366
shares
|
$196,487
0.04% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
366
shares
|
$196,487
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
366
shares
|
$196,487
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
366
shares
|
$196,487
0.16% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
365
shares
|
$195,950
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
365
shares
|
$195,950
0.07% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
365
shares
|
$195,950
0.05% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
365
shares
|
$195,950
0.25% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
364
shares
|
$195,413
0.07% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
364
shares
|
$195,413
0.11% of portfolio
|
Q2 2025
Added 22.56%
|
|