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 |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
727
shares
|
$390,289
0.05% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
727
shares
|
$390,289
0.15% of portfolio
|
Q1 2025
Added 51.46%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
726
shares
|
$389,753
0.2% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
726
shares
|
$389,753
0.13% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 27, 2025 Q3 2025 |
725
shares
|
$389,216
0.27% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
724
shares
|
$388,679
0.13% of portfolio
|
Q4 2025
Added 4.47%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
724
shares
|
$388,679
0.1% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
724
shares
|
$388,679
0.05% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
720
shares
|
$386,532
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
720
shares
|
$386,532
0.11% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
719
shares
|
$385,995
0.11% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
719
shares
|
$385,995
0.11% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 07, 2026 Q4 2025 |
717
shares
|
$384,921
8.15% of portfolio
|
Q2 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
711
shares
|
$381,700
0.11% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
711
shares
|
$381,700
0.04% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
710
shares
|
$381,163
0.04% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
710
shares
|
$381,163
0.12% of portfolio
|
Q3 2025
Added 30.28%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
710
shares
|
$381,163
0.05% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
709
shares
|
$380,626
0.08% of portfolio
|
Q3 2025
Added 68.41%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
704
shares
|
$377,942
0.22% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
700
shares
|
$375,795
0.25% of portfolio
|
Q4 2025
Reduced 7.41%
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
699
shares
|
$375,258
0.18% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
697
shares
|
$374,184
0.01% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
696
shares
|
$373,647
0.09% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
694
shares
|
$372,573
0.03% of portfolio
|
Q3 2025
New holding
|
|