Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,019 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 |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
369
shares
|
$198,097
0.08% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
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
|
|
|
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%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
364
shares
|
$195,413
0.04% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
364
shares
|
$195,413
0.04% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
364
shares
|
$195,413
0.07% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
363
shares
|
$194,876
0.03% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 29, 2025 Q3 2025 |
362
shares
|
$194,339
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
361
shares
|
$193,802
0.11% of portfolio
|
Q4 2024
Reduced 60.63%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
361
shares
|
$193,802
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
361
shares
|
$193,802
0.16% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
360
shares
|
$193,266
0.02% of portfolio
|
Q3 2025
New holding
|
|