Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,030 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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,399
shares
|
$1.29 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
2,399
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
2,397
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
2,392
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
2,389
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
2,389
shares
|
$1.28 Million
1.22% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,385
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
2,385
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
2,381
shares
|
$1.28 Million
0.75% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,380
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Provident Trust CO
|
Oct 31, 2025 Q3 2025 |
2,380
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
2,371
shares
|
$1.27 Million
0.74% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
2,370
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 45.21%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,369
shares
|
$1.27 Million
0.87% of portfolio
|
Q4 2025
Added 4.27%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,368
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,356
shares
|
$1.26 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
2,356
shares
|
$1.26 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2,352
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
2,349
shares
|
$1.26 Million
0.7% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
2,345
shares
|
$1.26 Million
1.21% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,333
shares
|
$1.25 Million
0.14% of portfolio
|
Q2 2023
Added 6.53%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
2,324
shares
|
$1.25 Million
1.81% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,320
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
2,319
shares
|
$1.24 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,318
shares
|
$1.24 Million
0.18% of portfolio
|
Q2 2025
Added 3.25%
|
|