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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
38
shares
|
$20,400
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30
shares
|
$16,105
0.0% of portfolio
|
Q4 2024
Added 57.89%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
30
shares
|
$16,105
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
29
shares
|
$15,568
0.01% of portfolio
|
Q3 2025
Reduced 63.29%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
28
shares
|
$15,031
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
27
shares
|
$14,494
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
26
shares
|
$13,958
0.0% of portfolio
|
Q1 2025
Reduced 91.0%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
25
shares
|
$13,421
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
24
shares
|
$12,884
0.01% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
24
shares
|
$12,884
0.01% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
24
shares
|
$12,884
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
23
shares
|
$12,347
0.0% of portfolio
|
Q2 2021
Reduced 30.3%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
22
shares
|
$11,810
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|