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 |
|---|---|---|---|---|---|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
2,074
shares
|
$1.11 Million
0.35% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
2,071
shares
|
$1.11 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
2,069
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Added 23.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,067
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,066
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2025
Reduced 86.23%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
2,061
shares
|
$1.11 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,050
shares
|
$1.1 Million
0.56% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
2,050
shares
|
$1.1 Million
0.41% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
2,048
shares
|
$1.1 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
2,047
shares
|
$1.1 Million
0.22% of portfolio
|
Q3 2025
Reduced 80.11%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
2,044
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
2,039
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
2,032
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2025
Added 20.38%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
2,027
shares
|
$1.09 Million
0.21% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
2,025
shares
|
$1.09 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
2,024
shares
|
$1.09 Million
0.39% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,017
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,016
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
2,011
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,005
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
2,002
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,000
shares
|
$1.07 Million
0.71% of portfolio
|
Q2 2022
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
2,000
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Reduced 25.93%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,998
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,996
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Added 2.57%
|
|