Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,040 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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,002
shares
|
$537,923
0.03% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,001
shares
|
$537,386
0.14% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,001
shares
|
$537,386
0.09% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Lattice Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$536,850
0.59% of portfolio
|
Q2 2024
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$536,850
0.19% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$536,850
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
997
shares
|
$535,239
1.49% of portfolio
|
Q2 2023
Reduced 22.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
997
shares
|
$535,239
0.08% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
994
shares
|
$533,628
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
992
shares
|
$532,555
0.13% of portfolio
|
Q4 2025
Added 3.98%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
991
shares
|
$532,018
0.33% of portfolio
|
Q3 2025
Added 21.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
991
shares
|
$532,018
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
986
shares
|
$529,334
0.2% of portfolio
|
Q3 2025
Added 24.49%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
985
shares
|
$528,797
0.16% of portfolio
|
Q4 2025
Added 9.2%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
985
shares
|
$528,797
0.37% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
985
shares
|
$528,797
0.18% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
985
shares
|
$528,797
0.5% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
983
shares
|
$527,723
0.36% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
982
shares
|
$527,186
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
982
shares
|
$527,186
0.05% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
982
shares
|
$527,186
0.21% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
981
shares
|
$526,649
0.3% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
981
shares
|
$526,649
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
980
shares
|
$526,113
0.07% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
979
shares
|
$525,576
0.09% of portfolio
|
Q4 2025
Added 17.53%
|
|