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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
976
shares
|
$523,965
0.23% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
975
shares
|
$523,428
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
974
shares
|
$522,891
0.06% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
973
shares
|
$522,355
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
973
shares
|
$522,355
0.07% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
972
shares
|
$521,818
0.31% of portfolio
|
Q3 2025
Reduced 53.69%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
967
shares
|
$519,133
0.03% of portfolio
|
Q3 2025
Reduced 90.82%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
966
shares
|
$518,597
0.06% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
966
shares
|
$518,597
0.07% of portfolio
|
Q3 2025
Reduced 43.93%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
965
shares
|
$518,060
0.21% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
964
shares
|
$517,523
0.03% of portfolio
|
Q2 2024
Reduced 45.78%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
964
shares
|
$517,523
0.17% of portfolio
|
Q4 2025
Reduced 5.68%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
963
shares
|
$516,986
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
963
shares
|
$516,986
5.25% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
963
shares
|
$516,986
0.29% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
960
shares
|
$515,376
0.32% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
960
shares
|
$515,376
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
959
shares
|
$514,839
0.23% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
956
shares
|
$513,228
0.12% of portfolio
|
Q4 2025
Reduced 22.72%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
956
shares
|
$513,228
0.21% of portfolio
|
Q4 2025
Reduced 12.77%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
953
shares
|
$511,618
0.15% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
952
shares
|
$511,081
0.33% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
952
shares
|
$511,081
0.23% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
951
shares
|
$510,544
0.12% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
950
shares
|
$510,007
0.3% of portfolio
|
Q3 2024
Reduced 0.84%
|
|