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 |
|---|---|---|---|---|---|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
555
shares
|
$297,951
0.03% of portfolio
|
Q3 2025
Added 21.98%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
555
shares
|
$297,951
0.1% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
555
shares
|
$297,951
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
554
shares
|
$297,414
0.15% of portfolio
|
Q4 2025
Added 9.49%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
554
shares
|
$297,414
0.02% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
553
shares
|
$296,878
0.17% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
551
shares
|
$295,804
0.03% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
551
shares
|
$295,804
0.09% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
550
shares
|
$295,267
0.06% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
550
shares
|
$295,267
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
550
shares
|
$295,267
0.06% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
550
shares
|
$295,267
0.06% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
550
shares
|
$295,267
0.13% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
550
shares
|
$295,267
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 14, 2026 Q4 2025 |
549
shares
|
$294,730
0.18% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
549
shares
|
$294,730
0.17% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
549
shares
|
$294,730
0.13% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
547
shares
|
$293,656
0.06% of portfolio
|
Q4 2025
Reduced 70.84%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
547
shares
|
$293,656
0.25% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
545
shares
|
$292,583
0.15% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
545
shares
|
$292,583
0.05% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
544
shares
|
$292,046
0.02% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
544
shares
|
$292,046
0.23% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Meyer Handelman CO
|
Jan 15, 2026 Q4 2025 |
543
shares
|
$291,509
0.01% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
543
shares
|
$291,509
0.01% of portfolio
|
Q3 2025
Added 7.1%
|
|