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 |
|---|---|---|---|---|---|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,188
shares
|
$637,777
0.07% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
1,188
shares
|
$637,777
0.12% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,187
shares
|
$637,240
0.26% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
1,184
shares
|
$635,630
0.28% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
1,181
shares
|
$634,019
0.17% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,179
shares
|
$632,946
0.0% of portfolio
|
Q3 2025
Added 58850.0%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
1,174
shares
|
$630,261
0.16% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,174
shares
|
$630,261
0.02% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
1,173
shares
|
$629,725
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,172
shares
|
$629,188
0.13% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,171
shares
|
$628,651
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
1,170
shares
|
$628,114
0.2% of portfolio
|
Q3 2025
Reduced 21.16%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,170
shares
|
$628,114
0.02% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,167
shares
|
$626,503
0.05% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,167
shares
|
$626,503
0.21% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
1,165
shares
|
$625,430
0.44% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,164
shares
|
$624,893
0.07% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,163
shares
|
$624,356
0.04% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
1,162
shares
|
$623,819
0.14% of portfolio
|
Q3 2025
Added 40.85%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
1,161
shares
|
$623,282
0.04% of portfolio
|
Q4 2025
Added 2.2%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
1,161
shares
|
$623,282
0.25% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,160
shares
|
$622,746
0.2% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Jan 12, 2026 Q4 2025 |
1,160
shares
|
$622,746
0.76% of portfolio
|
Q4 2025
Reduced 11.79%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
1,157
shares
|
$621,135
0.2% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,156
shares
|
$620,598
0.1% of portfolio
|
Q3 2025
Reduced 18.42%
|
|