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 |
|---|---|---|---|---|---|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
804
shares
|
$431,627
0.41% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
803
shares
|
$431,090
0.11% of portfolio
|
Q4 2025
Added 4.29%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
802
shares
|
$430,553
0.04% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
802
shares
|
$430,553
0.14% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
802
shares
|
$430,553
0.18% of portfolio
|
Q3 2025
Added 65.7%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
802
shares
|
$430,553
0.07% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
801
shares
|
$430,016
0.12% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
801
shares
|
$430,016
0.27% of portfolio
|
Q2 2022
Reduced 1.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
801
shares
|
$430,016
0.14% of portfolio
|
Q3 2025
Reduced 47.75%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
800
shares
|
$429,480
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
796
shares
|
$427,332
0.33% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
795
shares
|
$426,795
0.47% of portfolio
|
Q4 2025
Reduced 27.99%
|
|
|
Pembroke Management, LTD
|
Oct 28, 2025 Q3 2025 |
794
shares
|
$426,258
0.04% of portfolio
|
Q3 2025
Added 23.68%
|
|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
794
shares
|
$426,258
0.06% of portfolio
|
Q2 2025
Added 47.31%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
794
shares
|
$426,258
0.06% of portfolio
|
Q2 2025
Added 47.31%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
791
shares
|
$424,648
0.15% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
791
shares
|
$424,648
0.08% of portfolio
|
Q3 2025
Added 18.59%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
789
shares
|
$423,574
0.22% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
789
shares
|
$423,574
0.69% of portfolio
|
Q2 2025
Added 113.82%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
788
shares
|
$423,037
0.05% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
788
shares
|
$423,037
0.08% of portfolio
|
Q3 2025
Added 72.05%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
786
shares
|
$421,964
0.09% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
786
shares
|
$421,964
0.06% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
785
shares
|
$421,427
0.09% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
785
shares
|
$421,427
0.2% of portfolio
|
Q3 2025
New holding
|
|