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 |
|---|---|---|---|---|---|
|
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
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
39
shares
|
$20,937
0.02% of portfolio
|
Q4 2025
Added 2.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
39
shares
|
$20,937
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
38
shares
|
$20,400
0.01% of portfolio
|
Q2 2025
Reduced 87.86%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
38
shares
|
$20,400
0.01% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
37
shares
|
$19,863
0.01% of portfolio
|
Q3 2025
Added 27.59%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
37
shares
|
$19,863
0.02% of portfolio
|
Q3 2025
Added 32.14%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
36
shares
|
$19,326
0.01% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
36
shares
|
$19,326
0.01% of portfolio
|
Q3 2025
Added 227.27%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
35
shares
|
$18,789
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
32
shares
|
$17,179
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
32
shares
|
$17,179
0.01% of portfolio
|
Q4 2024
Reduced 70.64%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
31
shares
|
$16,642
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
30
shares
|
$16,105
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
30
shares
|
$16,105
0.01% of portfolio
|
Q3 2025
Reduced 38.78%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
30
shares
|
$16,105
0.01% of portfolio
|
Q4 2024
New holding
|
|