Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,038 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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,288
shares
|
$691,462
0.08% of portfolio
|
Q2 2025
Added 34.45%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,288
shares
|
$691,462
0.11% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
1,287
shares
|
$690,925
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
1,286
shares
|
$690,389
0.35% of portfolio
|
Q3 2025
Added 50.94%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,282
shares
|
$688,241
0.12% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
1,281
shares
|
$687,704
0.17% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
1,281
shares
|
$687,704
0.26% of portfolio
|
Q3 2025
Reduced 16.76%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
1,280
shares
|
$687,168
0.05% of portfolio
|
Q3 2025
Added 37.34%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,279
shares
|
$686,631
0.22% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
1,279
shares
|
$686,631
0.35% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,279
shares
|
$686,631
0.04% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
1,277
shares
|
$685,557
0.29% of portfolio
|
Q3 2025
Reduced 34.07%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,274
shares
|
$683,946
0.15% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
1,274
shares
|
$683,946
0.75% of portfolio
|
Q4 2025
Added 4.51%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,272
shares
|
$682,873
0.05% of portfolio
|
Q2 2023
Added 10.03%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,272
shares
|
$682,873
0.05% of portfolio
|
Q2 2023
Added 10.03%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
1,272
shares
|
$682,873
0.15% of portfolio
|
Q3 2025
Reduced 30.91%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
1,272
shares
|
$682,873
0.35% of portfolio
|
Q3 2025
Added 17.89%
|
|
|
Wedge Capital Management L L P
|
Jan 14, 2026 Q4 2025 |
1,270
shares
|
$681,799
0.01% of portfolio
|
Q4 2025
Reduced 1.47%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
1,266
shares
|
$679,652
0.21% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,262
shares
|
$677,504
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
1,262
shares
|
$677,504
0.03% of portfolio
|
Q3 2025
Added 23.24%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
1,261
shares
|
$676,967
0.15% of portfolio
|
Q4 2025
Reduced 6.66%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,260
shares
|
$676,431
0.42% of portfolio
|
Q1 2022
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
1,259
shares
|
$675,894
0.12% of portfolio
|
Q3 2025
Added 13.02%
|
|