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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
949
shares
|
$509,470
0.03% of portfolio
|
Q3 2025
Added 15.59%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
948
shares
|
$508,933
0.26% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
948
shares
|
$508,933
0.15% of portfolio
|
Q4 2025
Added 21.69%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
947
shares
|
$508,396
0.15% of portfolio
|
Q4 2023
Added 5.57%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
946
shares
|
$507,860
0.34% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
945
shares
|
$507,323
0.67% of portfolio
|
Q3 2025
Reduced 89.61%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
945
shares
|
$507,323
0.48% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
945
shares
|
$507,323
0.29% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
944
shares
|
$506,786
0.11% of portfolio
|
Q2 2024
Added 17.12%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
944
shares
|
$506,786
0.35% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
943
shares
|
$506,249
0.25% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
942
shares
|
$505,712
0.39% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
937
shares
|
$503,028
0.08% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
937
shares
|
$503,028
0.0% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
936
shares
|
$502,491
0.07% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
936
shares
|
$502,491
0.59% of portfolio
|
Q1 2025
Added 78.29%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 15, 2026 Q4 2025 |
931
shares
|
$499,807
0.28% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
930
shares
|
$499,270
0.08% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
930
shares
|
$499,270
0.06% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
927
shares
|
$497,659
0.01% of portfolio
|
Q3 2025
Added 33.19%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
925
shares
|
$496,586
0.17% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
923
shares
|
$495,512
0.08% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
920
shares
|
$493,902
0.04% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
920
shares
|
$493,902
0.19% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
913
shares
|
$490,144
0.18% of portfolio
|
Q4 2025
New holding
|
|