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 |
|---|---|---|---|---|---|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,067
shares
|
$2.72 Million
0.28% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,059
shares
|
$2.72 Million
0.49% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
5,054
shares
|
$2.71 Million
0.34% of portfolio
|
Q3 2025
Reduced 13.89%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
5,052
shares
|
$2.71 Million
1.29% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
5,043
shares
|
$2.71 Million
0.2% of portfolio
|
Q3 2025
Added 1285.44%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,028
shares
|
$2.7 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
5,025
shares
|
$2.7 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,025
shares
|
$2.7 Million
1.65% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
5,024
shares
|
$2.7 Million
2.45% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
5,020
shares
|
$2.69 Million
0.69% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
5,019
shares
|
$2.69 Million
0.72% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,017
shares
|
$2.69 Million
1.71% of portfolio
|
Q1 2023
Added 3.04%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
5,010
shares
|
$2.69 Million
0.47% of portfolio
|
Q3 2025
Reduced 19.6%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
5,007
shares
|
$2.69 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Bourne Lent Asset Management Inc
|
Dec 15, 2025 Q3 2025 |
4,998
shares
|
$2.68 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
4,989
shares
|
$2.68 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
4,982
shares
|
$2.67 Million
0.95% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
4,981
shares
|
$2.67 Million
0.51% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
4,978
shares
|
$2.67 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,976
shares
|
$2.67 Million
0.07% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
4,976
shares
|
$2.67 Million
0.6% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,975
shares
|
$2.67 Million
0.37% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
4,972
shares
|
$2.67 Million
1.35% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
4,955
shares
|
$2.66 Million
1.35% of portfolio
|
Q3 2025
Added 20.56%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
4,946
shares
|
$2.66 Million
1.38% of portfolio
|
Q3 2025
Added 5.14%
|
|