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 |
|---|---|---|---|---|---|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
912
shares
|
$489,607
0.3% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
911
shares
|
$489,070
0.22% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
909
shares
|
$487,996
0.14% of portfolio
|
Q2 2025
Reduced 20.47%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
908
shares
|
$487,459
0.19% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
908
shares
|
$487,459
0.35% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
907
shares
|
$486,922
0.16% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
906
shares
|
$486,386
0.23% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
906
shares
|
$486,386
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
905
shares
|
$485,849
0.0% of portfolio
|
Q3 2024
Reduced 77.53%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
904
shares
|
$485,312
0.16% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Nov 04, 2025 Q3 2025 |
902
shares
|
$484,238
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
901
shares
|
$483,701
0.04% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
901
shares
|
$483,701
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Par Capital Management Inc
Boston, MA |
Nov 14, 2025 Q3 2025 |
900
shares
|
$483,165
0.02% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
899
shares
|
$482,628
0.13% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
898
shares
|
$482,091
0.06% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
897
shares
|
$481,554
0.37% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
893
shares
|
$479,407
0.13% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
893
shares
|
$479,407
0.06% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
890
shares
|
$477,796
0.07% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
887
shares
|
$476,185
0.02% of portfolio
|
Q3 2025
Added 32.59%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
886
shares
|
$475,649
0.06% of portfolio
|
Q3 2025
Added 60.8%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
886
shares
|
$475,649
0.04% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
885
shares
|
$475,112
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
883
shares
|
$474,038
0.14% of portfolio
|
Q3 2025
Added 14.23%
|
|