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 |
|---|---|---|---|---|---|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
784
shares
|
$420,890
0.17% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
783
shares
|
$420,353
0.31% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
782
shares
|
$419,816
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
776
shares
|
$416,595
0.18% of portfolio
|
Q4 2025
Reduced 20.49%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
773
shares
|
$414,985
0.04% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
773
shares
|
$414,985
0.11% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
773
shares
|
$414,985
0.11% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
773
shares
|
$414,985
0.15% of portfolio
|
Q3 2023
Added 6.04%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
771
shares
|
$413,911
0.13% of portfolio
|
Q3 2025
Reduced 21.65%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
770
shares
|
$413,374
0.25% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
769
shares
|
$412,837
0.13% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
768
shares
|
$412,300
0.14% of portfolio
|
Q3 2025
Added 41.44%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
767
shares
|
$411,763
0.06% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
765
shares
|
$410,690
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
765
shares
|
$410,690
0.28% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
764
shares
|
$410,153
0.28% of portfolio
|
Q4 2025
Added 2.83%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
763
shares
|
$409,616
0.07% of portfolio
|
Q3 2025
Added 66.59%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
760
shares
|
$408,006
0.28% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
759
shares
|
$407,469
0.04% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
758
shares
|
$406,932
0.08% of portfolio
|
Q4 2025
Added 6.31%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
758
shares
|
$406,932
0.06% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
757
shares
|
$406,395
0.02% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
756
shares
|
$405,858
0.08% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
754
shares
|
$404,784
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
753
shares
|
$404,248
0.17% of portfolio
|
Q3 2025
Added 10.9%
|
|