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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
11,666
shares
|
$6.26 Million
0.41% of portfolio
|
Q3 2025
Added 34.96%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
11,662
shares
|
$6.26 Million
0.58% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
11,661
shares
|
$6.26 Million
0.41% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
11,648
shares
|
$6.25 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
11,622
shares
|
$6.24 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
11,596
shares
|
$6.23 Million
0.62% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,563
shares
|
$6.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
11,525
shares
|
$6.19 Million
0.36% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
11,513
shares
|
$6.18 Million
0.66% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,510
shares
|
$6.18 Million
0.2% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
Kp Management LLC
Edina, MN |
Nov 14, 2025 Q3 2025 |
11,500
shares
|
$6.17 Million
2.07% of portfolio
|
Q2 2025
Added 170.59%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,499
shares
|
$6.17 Million
0.1% of portfolio
|
Q3 2025
Added 666.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,477
shares
|
$6.16 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
11,450
shares
|
$6.15 Million
1.74% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
11,447
shares
|
$6.15 Million
0.31% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,421
shares
|
$6.13 Million
0.8% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
11,396
shares
|
$6.12 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
11,359
shares
|
$6.1 Million
1.64% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
11,335
shares
|
$6.09 Million
0.35% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
11,333
shares
|
$6.08 Million
0.51% of portfolio
|
Q3 2023
Reduced 10.69%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
11,307
shares
|
$6.07 Million
1.96% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
11,271
shares
|
$6.05 Million
0.47% of portfolio
|
Q3 2025
Reduced 16.76%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,270
shares
|
$6.05 Million
0.09% of portfolio
|
Q3 2022
Added 148.84%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
11,256
shares
|
$6.04 Million
0.28% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
11,243
shares
|
$6.04 Million
3.28% of portfolio
|
Q3 2025
Reduced 4.4%
|
|