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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
160
shares
|
$85,896
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
158
shares
|
$84,822
0.02% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
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%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
153
shares
|
$82,138
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
152
shares
|
$81,601
0.73% of portfolio
|
Q2 2025
Added 27.73%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
151
shares
|
$81,064
0.01% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
151
shares
|
$81,064
0.03% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
151
shares
|
$81,064
0.17% of portfolio
|
Q3 2025
Reduced 62.72%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$80,527
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
145
shares
|
$77,843
0.05% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
141
shares
|
$75,695
0.01% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
140
shares
|
$75,159
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
139
shares
|
$74,622
0.03% of portfolio
|
Q2 2025
Reduced 79.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
137
shares
|
$73,548
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
137
shares
|
$73,548
0.02% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
130
shares
|
$69,790
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
128
shares
|
$68,716
0.02% of portfolio
|
Q4 2024
Added 4.07%
|
|