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 |
|---|---|---|---|---|---|
|
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 |
Oct 02, 2025 Q3 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
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
128
shares
|
$68,716
0.02% of portfolio
|
Q3 2025
Added 109.84%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
128
shares
|
$68,716
0.02% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
125
shares
|
$67,106
0.03% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
124
shares
|
$66,569
0.02% of portfolio
|
Q3 2025
Added 181.82%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
123
shares
|
$66,032
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
122
shares
|
$65,495
0.02% of portfolio
|
Q3 2025
Added 50.62%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
122
shares
|
$65,495
0.01% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
120
shares
|
$64,422
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
119
shares
|
$63,885
0.02% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
117
shares
|
$62,811
0.03% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
111
shares
|
$59,590
0.03% of portfolio
|
Q3 2025
Added 5450.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
111
shares
|
$59,590
0.03% of portfolio
|
Q3 2025
Reduced 3.48%
|
|