Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,023 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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
10
shares
|
$5,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10
shares
|
$5,368
0.0% of portfolio
|
Q3 2022
Reduced 96.49%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
10
shares
|
$5,368
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
10
shares
|
$5,368
0.01% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
10
shares
|
$5,368
0.01% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9
shares
|
$4,831
0.0% of portfolio
|
Q2 2025
Reduced 99.82%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
9
shares
|
$4,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
8
shares
|
$4,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
8
shares
|
$4,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
8
shares
|
$4,294
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
8
shares
|
$4,294
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7
shares
|
$3,757
0.0% of portfolio
|
Q2 2023
Reduced 97.53%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$3,757
0.0% of portfolio
|
Q1 2025
Reduced 85.71%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
7
shares
|
$3,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
6
shares
|
$3,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
6
shares
|
$3,221
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6
shares
|
$3,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
6
shares
|
$3,221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
5
shares
|
$2,684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5
shares
|
$2,684
0.07% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
5
shares
|
$2,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4
shares
|
$2,147
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4
shares
|
$2,147
0.0% of portfolio
|
Q3 2024
Reduced 91.84%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
4
shares
|
$2,147
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
3
shares
|
$1,610
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|