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 |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,320
shares
|
$1.78 Million
1.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
3,316
shares
|
$1.78 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
3,311
shares
|
$1.78 Million
1.66% of portfolio
|
Q3 2025
Reduced 55.03%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
3,309
shares
|
$1.78 Million
0.45% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
3,301
shares
|
$1.77 Million
1.06% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
3,300
shares
|
$1.77 Million
1.74% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
3,298
shares
|
$1.77 Million
0.09% of portfolio
|
Q3 2025
Added 55.93%
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
3,297
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
3,291
shares
|
$1.77 Million
0.47% of portfolio
|
Q3 2025
Reduced 48.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,289
shares
|
$1.77 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.47%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Nov 14, 2025 Q3 2025 |
3,286
shares
|
$1.76 Million
2.83% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,278
shares
|
$1.76 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
3,277
shares
|
$1.76 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
3,270
shares
|
$1.76 Million
0.93% of portfolio
|
Q3 2025
Reduced 22.68%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,265
shares
|
$1.75 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
3,261
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
3,254
shares
|
$1.75 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
3,246
shares
|
$1.74 Million
0.14% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
3,244
shares
|
$1.74 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
3,228
shares
|
$1.73 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
3,225
shares
|
$1.73 Million
1.33% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
3,221
shares
|
$1.73 Million
0.56% of portfolio
|
Q3 2025
Added 24.08%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,219
shares
|
$1.73 Million
0.36% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
3,219
shares
|
$1.73 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,206
shares
|
$1.72 Million
0.73% of portfolio
|
Q1 2024
Added 54.36%
|
|