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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,765
shares
|
$2.02 Million
0.37% of portfolio
|
Q3 2025
Reduced 20.15%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
3,761
shares
|
$2.02 Million
0.3% of portfolio
|
Q4 2025
Reduced 23.12%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
3,758
shares
|
$2.02 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
3,757
shares
|
$2.02 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
3,754
shares
|
$2.02 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
3,752
shares
|
$2.01 Million
0.45% of portfolio
|
Q2 2025
Added 36.29%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
3,743
shares
|
$2.01 Million
0.71% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
3,737
shares
|
$2.01 Million
0.9% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,732
shares
|
$2 Million
0.43% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
3,727
shares
|
$2 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
3,722
shares
|
$2 Million
0.22% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
3,717
shares
|
$2 Million
1.18% of portfolio
|
Q3 2025
Reduced 21.42%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,713
shares
|
$1.99 Million
0.23% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,713
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2025
Added 43.58%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
3,702
shares
|
$1.99 Million
0.25% of portfolio
|
Q3 2025
Added 21.46%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,700
shares
|
$1.99 Million
0.25% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,698
shares
|
$1.99 Million
0.55% of portfolio
|
Q3 2025
Reduced 31.4%
|
|
|
Harrington Investments, Inc
|
Jan 12, 2026 Q4 2025 |
3,691
shares
|
$1.98 Million
1.01% of portfolio
|
Q4 2025
Added 3.71%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
3,676
shares
|
$1.97 Million
0.18% of portfolio
|
Q3 2025
Added 33.09%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,674
shares
|
$1.97 Million
0.78% of portfolio
|
Q1 2024
Added 8.86%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
3,665
shares
|
$1.97 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
3,654
shares
|
$1.96 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
3,649
shares
|
$1.96 Million
0.23% of portfolio
|
Q3 2025
Added 208.71%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
3,630
shares
|
$1.95 Million
1.26% of portfolio
|
Q2 2022
Reduced 18.61%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
3,630
shares
|
$1.95 Million
0.73% of portfolio
|
Q4 2025
Added 0.44%
|
|