Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,020 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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
63
shares
|
$33,821
0.02% of portfolio
|
Q3 2023
Added 1.61%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
60
shares
|
$32,211
0.02% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
59
shares
|
$31,674
0.01% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
59
shares
|
$31,674
0.01% of portfolio
|
Q2 2024
Reduced 41.0%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
57
shares
|
$30,600
0.02% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
56
shares
|
$30,063
0.0% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
56
shares
|
$30,063
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
54
shares
|
$28,989
0.01% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
53
shares
|
$28,453
0.01% of portfolio
|
N/A
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
53
shares
|
$28,453
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
53
shares
|
$28,453
0.03% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
50
shares
|
$26,842
0.04% of portfolio
|
Q2 2025
Reduced 93.39%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
48
shares
|
$25,768
0.01% of portfolio
|
Q2 2025
Reduced 74.87%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
46
shares
|
$24,695
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
46
shares
|
$24,695
0.0% of portfolio
|
Q1 2024
Reduced 24.59%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
44
shares
|
$23,621
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
44
shares
|
$23,621
0.01% of portfolio
|
Q3 2025
Added 25.71%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
44
shares
|
$23,621
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
43
shares
|
$23,084
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$23,084
0.02% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
43
shares
|
$23,084
0.01% of portfolio
|
Q3 2025
Added 38.71%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
41
shares
|
$22,010
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
40
shares
|
$21,474
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
40
shares
|
$21,474
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
39
shares
|
$20,937
0.01% of portfolio
|
Q1 2025
New holding
|
|