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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
1,823
shares
|
$978,677
0.21% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
1,821
shares
|
$977,603
0.29% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
1,818
shares
|
$975,993
0.11% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
1,817
shares
|
$975,456
0.41% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
1,817
shares
|
$975,456
0.15% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
1,814
shares
|
$973,845
0.03% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
1,813
shares
|
$973,309
0.25% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,812
shares
|
$972,772
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
1,804
shares
|
$968,477
0.22% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
1,800
shares
|
$966,330
0.41% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,797
shares
|
$964,719
0.1% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,796
shares
|
$964,182
0.28% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,794
shares
|
$963,108
0.18% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,794
shares
|
$963,108
0.12% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
1,794
shares
|
$963,108
0.16% of portfolio
|
Q3 2025
Reduced 36.27%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
1,792
shares
|
$962,035
0.14% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
1,791
shares
|
$961,498
0.3% of portfolio
|
Q3 2025
Added 57.11%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,789
shares
|
$960,424
0.21% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,789
shares
|
$960,424
0.37% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
1,787
shares
|
$959,350
0.34% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Nov 13, 2025 Q3 2025 |
1,785
shares
|
$958,277
0.99% of portfolio
|
Q2 2023
Reduced 35.09%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
1,782
shares
|
$956,666
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
1,782
shares
|
$956,666
0.6% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,778
shares
|
$954,519
0.07% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,777
shares
|
$953,982
0.42% of portfolio
|
Q3 2025
Added 5.02%
|
|