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 |
|---|---|---|---|---|---|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
5,583
shares
|
$3 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 14, 2025 Q3 2025 |
5,580
shares
|
$3 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
5,574
shares
|
$2.99 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
5,573
shares
|
$2.99 Million
0.45% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
5,560
shares
|
$2.98 Million
1.06% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
5,557
shares
|
$2.98 Million
0.25% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,554
shares
|
$2.98 Million
1.25% of portfolio
|
Q1 2024
Added 8.05%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
5,542
shares
|
$2.98 Million
1.89% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
5,528
shares
|
$2.97 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
5,509
shares
|
$2.96 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,505
shares
|
$2.96 Million
1.46% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
5,500
shares
|
$2.95 Million
2.66% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
5,482
shares
|
$2.94 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
5,481
shares
|
$2.94 Million
0.19% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
5,478
shares
|
$2.94 Million
0.55% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
5,476
shares
|
$2.94 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,462
shares
|
$2.93 Million
0.21% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
5,448
shares
|
$2.92 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
5,435
shares
|
$2.92 Million
0.09% of portfolio
|
Q3 2025
Added 35.23%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
5,428
shares
|
$2.91 Million
0.55% of portfolio
|
Q3 2025
Reduced 30.45%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
5,414
shares
|
$2.91 Million
0.92% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
5,404
shares
|
$2.9 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,388
shares
|
$2.89 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,362
shares
|
$2.88 Million
0.11% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
5,359
shares
|
$2.88 Million
1.13% of portfolio
|
Q3 2025
Added 42.04%
|
|