Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,034 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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,653
shares
|
$887,413
0.1% of portfolio
|
Q3 2025
Added 165200.0%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
1,652
shares
|
$886,876
0.18% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
1,651
shares
|
$886,339
0.23% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,649
shares
|
$885,265
0.38% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
1,648
shares
|
$884,728
0.26% of portfolio
|
Q4 2025
Reduced 13.99%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
1,648
shares
|
$884,728
0.06% of portfolio
|
Q2 2025
Added 550.63%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,648
shares
|
$884,728
0.12% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
1,644
shares
|
$882,581
0.05% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 06, 2026 Q4 2025 |
1,643
shares
|
$882,044
0.47% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
1,642
shares
|
$881,507
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,640
shares
|
$880,434
0.31% of portfolio
|
Q4 2025
Reduced 30.0%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
1,638
shares
|
$879,360
0.37% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,638
shares
|
$879,360
0.31% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,633
shares
|
$876,676
0.21% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,630
shares
|
$875,065
0.47% of portfolio
|
Q4 2025
Reduced 2.4%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,629
shares
|
$874,528
0.26% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
1,626
shares
|
$872,918
0.13% of portfolio
|
Q4 2025
Added 34.16%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
1,620
shares
|
$869,697
1.04% of portfolio
|
Q3 2023
Reduced 38.17%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
1,620
shares
|
$869,697
0.01% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,619
shares
|
$869,160
0.15% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
1,619
shares
|
$869,160
0.38% of portfolio
|
Q4 2025
Reduced 2.18%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
1,617
shares
|
$868,086
0.75% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
1,614
shares
|
$866,475
0.2% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,614
shares
|
$866,475
0.94% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,612
shares
|
$865,402
0.06% of portfolio
|
Q3 2025
Added 0.62%
|
|