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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
111
shares
|
$59,590
0.03% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
110
shares
|
$59,053
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
110
shares
|
$59,053
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
109
shares
|
$58,516
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
106
shares
|
$56,906
0.01% of portfolio
|
Q1 2022
Added 24.71%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
105
shares
|
$56,369
0.04% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
105
shares
|
$56,369
0.02% of portfolio
|
Q4 2025
Reduced 5.41%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
105
shares
|
$56,369
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
102
shares
|
$54,758
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
101
shares
|
$54,221
0.01% of portfolio
|
Q4 2025
Reduced 17.21%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
101
shares
|
$54,221
0.04% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
100
shares
|
$53,685
0.03% of portfolio
|
Q3 2023
Reduced 2.91%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
100
shares
|
$53,685
0.02% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
100
shares
|
$53,685
0.01% of portfolio
|
Q3 2025
Added 29.87%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
100
shares
|
$53,685
0.02% of portfolio
|
Q4 2025
Reduced 21.88%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
100
shares
|
$53,685
0.02% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
98
shares
|
$52,611
0.04% of portfolio
|
Q3 2025
Added 19.51%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
98
shares
|
$52,611
0.03% of portfolio
|
Q3 2025
Added 1.03%
|
|