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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,765
shares
|
$2.56 Million
1.24% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
4,765
shares
|
$2.56 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
4,762
shares
|
$2.56 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
4,761
shares
|
$2.56 Million
1.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
4,760
shares
|
$2.56 Million
0.52% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
4,754
shares
|
$2.55 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
4,752
shares
|
$2.55 Million
0.47% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,750
shares
|
$2.55 Million
0.07% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
4,731
shares
|
$2.54 Million
0.14% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
4,722
shares
|
$2.54 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
4,715
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
4,706
shares
|
$2.53 Million
0.14% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
4,706
shares
|
$2.53 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
4,687
shares
|
$2.52 Million
0.8% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Aegon Asset Management Uk PLC
|
Oct 31, 2025 Q3 2025 |
4,685
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
4,673
shares
|
$2.51 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
4,663
shares
|
$2.5 Million
1.25% of portfolio
|
Q3 2025
Added 28.1%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,657
shares
|
$2.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 78.46%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
4,650
shares
|
$2.5 Million
0.96% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,642
shares
|
$2.49 Million
0.96% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
4,635
shares
|
$2.49 Million
1.82% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
4,612
shares
|
$2.48 Million
0.93% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
4,610
shares
|
$2.47 Million
0.25% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,606
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,598
shares
|
$2.47 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.72%
|
|