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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
1,081
shares
|
$580,334
0.05% of portfolio
|
Q4 2025
Added 17.76%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
1,081
shares
|
$580,334
0.14% of portfolio
|
Q4 2025
Added 4.95%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,080
shares
|
$579,798
0.25% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
1,077
shares
|
$578,187
0.1% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,075
shares
|
$577,113
0.17% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
1,075
shares
|
$577,113
0.05% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
1,070
shares
|
$574,429
0.02% of portfolio
|
Q4 2025
Reduced 8.39%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
1,070
shares
|
$574,429
0.17% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
1,068
shares
|
$573,355
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
1,065
shares
|
$571,745
0.07% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,057
shares
|
$567,450
0.56% of portfolio
|
Q4 2022
Added 2.42%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
1,057
shares
|
$567,450
0.33% of portfolio
|
Q4 2025
Reduced 7.52%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
1,056
shares
|
$566,913
0.04% of portfolio
|
Q4 2025
Reduced 3.91%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,055
shares
|
$566,376
0.01% of portfolio
|
Q2 2024
Added 4.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,055
shares
|
$566,376
0.03% of portfolio
|
Q4 2025
Reduced 10.74%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,054
shares
|
$565,839
0.17% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
1,049
shares
|
$563,155
0.18% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,046
shares
|
$561,545
0.06% of portfolio
|
Q3 2025
Added 98.86%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
1,045
shares
|
$561,008
0.09% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
1,043
shares
|
$559,934
0.09% of portfolio
|
Q3 2025
Added 107.77%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
1,040
shares
|
$558,324
0.12% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
1,038
shares
|
$557,250
0.53% of portfolio
|
Q4 2025
Added 5.38%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
1,037
shares
|
$556,713
0.26% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,036
shares
|
$556,176
0.04% of portfolio
|
Q2 2022
Reduced 38.92%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
1,035
shares
|
$555,639
0.33% of portfolio
|
Q3 2025
Reduced 2.08%
|
|