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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
189
shares
|
$101,464
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
187
shares
|
$100,390
0.02% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
186
shares
|
$99,854
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
185
shares
|
$99,317
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
183
shares
|
$98,243
0.04% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
183
shares
|
$98,243
0.03% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
180
shares
|
$96,633
0.02% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
178
shares
|
$95,559
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
178
shares
|
$95,559
0.04% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
177
shares
|
$95,022
0.06% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
175
shares
|
$93,948
0.03% of portfolio
|
Q1 2022
Reduced 18.6%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
174
shares
|
$93,411
0.01% of portfolio
|
Q3 2025
Reduced 78.78%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
174
shares
|
$93,411
0.02% of portfolio
|
Q3 2025
Added 138.36%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
173
shares
|
$92,875
0.03% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
173
shares
|
$92,875
0.15% of portfolio
|
Q3 2025
Added 517.86%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
170
shares
|
$91,264
0.01% of portfolio
|
Q3 2025
Reduced 73.81%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
167
shares
|
$89,653
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
164
shares
|
$88,043
0.03% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
164
shares
|
$88,043
0.03% of portfolio
|
Q3 2025
Added 46.43%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
162
shares
|
$86,969
0.03% of portfolio
|
Q3 2024
Reduced 76.25%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
162
shares
|
$86,969
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
161
shares
|
$86,432
0.07% of portfolio
|
Q3 2025
Added 302.5%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
160
shares
|
$85,896
0.03% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
160
shares
|
$85,896
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
156
shares
|
$83,748
0.02% of portfolio
|
Q3 2025
Added 44.44%
|
|