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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
256
shares
|
$137,433
0.05% of portfolio
|
Q3 2025
Added 22.49%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
250
shares
|
$134,212
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
247
shares
|
$132,601
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
246
shares
|
$132,065
0.01% of portfolio
|
Q2 2024
Reduced 44.72%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
238
shares
|
$127,770
0.06% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
237
shares
|
$127,233
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
233
shares
|
$125,086
0.0% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
228
shares
|
$122,401
0.02% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
225
shares
|
$120,791
0.05% of portfolio
|
Q2 2025
Added 22400.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
223
shares
|
$119,717
0.03% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
217
shares
|
$116,496
0.02% of portfolio
|
Q2 2022
Added 13.02%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
214
shares
|
$114,885
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
211
shares
|
$113,275
0.06% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
211
shares
|
$113,275
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
208
shares
|
$111,664
0.08% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
207
shares
|
$111,127
0.02% of portfolio
|
Q3 2025
Added 218.46%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
205
shares
|
$110,054
0.06% of portfolio
|
Q4 2022
Reduced 42.25%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
204
shares
|
$109,517
0.08% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
200
shares
|
$107,370
0.01% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
200
shares
|
$107,370
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
200
shares
|
$107,370
0.11% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
198
shares
|
$106,296
0.05% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
196
shares
|
$105,222
0.08% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
195
shares
|
$104,685
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
190
shares
|
$102,001
0.01% of portfolio
|
Q3 2025
Added 26.67%
|
|