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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,629
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
3,624
shares
|
$1.95 Million
0.26% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
3,611
shares
|
$1.94 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
3,607
shares
|
$1.94 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
3,602
shares
|
$1.93 Million
0.64% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
3,592
shares
|
$1.93 Million
0.33% of portfolio
|
Q3 2025
Added 36.94%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,586
shares
|
$1.93 Million
0.21% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,584
shares
|
$1.92 Million
1.6% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,582
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
3,575
shares
|
$1.92 Million
0.36% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
3,571
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
3,566
shares
|
$1.91 Million
0.48% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
3,557
shares
|
$1.91 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
3,553
shares
|
$1.91 Million
0.63% of portfolio
|
Q3 2025
Reduced 24.64%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
3,547
shares
|
$1.9 Million
1.13% of portfolio
|
Q3 2025
Reduced 23.84%
|
|
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
Nov 14, 2025 Q3 2025 |
3,542
shares
|
$1.9 Million
1.45% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
James Hambro & Partners
|
Oct 15, 2025 Q3 2025 |
3,540
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
3,528
shares
|
$1.89 Million
0.41% of portfolio
|
Q4 2025
Reduced 5.47%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,524
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2025
Added 34.97%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3,521
shares
|
$1.89 Million
0.28% of portfolio
|
Q3 2025
Reduced 22.03%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
3,500
shares
|
$1.88 Million
0.97% of portfolio
|
Q3 2025
Added 18.97%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
3,495
shares
|
$1.88 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,478
shares
|
$1.87 Million
0.1% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,452
shares
|
$1.85 Million
0.28% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
3,446
shares
|
$1.85 Million
0.48% of portfolio
|
Q4 2025
Reduced 0.78%
|
|