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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
1,610
shares
|
$864,328
0.2% of portfolio
|
Q4 2025
Reduced 3.42%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,610
shares
|
$864,328
0.51% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,609
shares
|
$863,791
0.53% of portfolio
|
Q4 2025
Added 5.58%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
1,608
shares
|
$863,254
0.1% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
1,607
shares
|
$862,717
0.23% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
1,605
shares
|
$861,644
0.57% of portfolio
|
Q4 2022
Reduced 43.78%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
1,604
shares
|
$861,107
0.27% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
1,599
shares
|
$858,423
0.32% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,597
shares
|
$857,349
0.48% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
1,594
shares
|
$855,738
0.4% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
1,592
shares
|
$854,665
0.29% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
1,590
shares
|
$853,591
0.31% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
1,590
shares
|
$853,591
0.48% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,590
shares
|
$853,591
0.06% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
1,590
shares
|
$853,591
0.19% of portfolio
|
Q4 2025
Reduced 4.68%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
1,585
shares
|
$850,907
0.32% of portfolio
|
Q4 2025
Reduced 12.53%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
1,584
shares
|
$850,370
0.54% of portfolio
|
Q2 2025
Added 29.31%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,583
shares
|
$849,833
0.25% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
1,582
shares
|
$849,296
0.41% of portfolio
|
Q3 2023
Added 0.64%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
1,580
shares
|
$848,223
0.41% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
1,580
shares
|
$848,223
0.16% of portfolio
|
Q3 2025
Added 43.64%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,578
shares
|
$847,149
0.81% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
1,576
shares
|
$846,075
0.58% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
1,574
shares
|
$845,001
0.53% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
1,573
shares
|
$844,465
2.77% of portfolio
|
Q3 2023
Reduced 66.24%
|
|