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 |
|---|---|---|---|---|---|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
600
shares
|
$322,110
0.12% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
600
shares
|
$322,110
0.05% of portfolio
|
Q4 2024
Added 1100.0%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
594
shares
|
$318,888
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
594
shares
|
$318,888
0.02% of portfolio
|
Q3 2025
Added 24.53%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
591
shares
|
$317,278
0.13% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
590
shares
|
$316,741
0.05% of portfolio
|
Q4 2025
Added 3.33%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
590
shares
|
$316,741
0.17% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
590
shares
|
$316,741
0.16% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
588
shares
|
$315,667
0.05% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
587
shares
|
$315,130
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
587
shares
|
$315,130
0.16% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
586
shares
|
$314,594
0.58% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
586
shares
|
$314,594
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
584
shares
|
$313,520
0.09% of portfolio
|
Q3 2025
Reduced 56.32%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
583
shares
|
$312,983
0.3% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
582
shares
|
$312,446
0.05% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
582
shares
|
$312,446
0.01% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
581
shares
|
$311,909
0.07% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
581
shares
|
$311,909
0.06% of portfolio
|
Q4 2025
Reduced 27.83%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
581
shares
|
$311,909
0.23% of portfolio
|
Q3 2025
Added 442.99%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
579
shares
|
$310,836
0.09% of portfolio
|
Q2 2025
Reduced 32.44%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
579
shares
|
$310,836
0.09% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
578
shares
|
$310,299
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
578
shares
|
$310,299
0.01% of portfolio
|
Q4 2025
Added 5.86%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
577
shares
|
$309,762
0.06% of portfolio
|
Q3 2025
Added 4.15%
|
|