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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
543
shares
|
$291,509
0.07% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
542
shares
|
$290,972
0.05% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$290,972
0.06% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
540
shares
|
$289,899
0.11% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
539
shares
|
$289,362
0.02% of portfolio
|
Q4 2024
Reduced 24.51%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
539
shares
|
$289,362
0.08% of portfolio
|
Q4 2025
Reduced 49.91%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
539
shares
|
$289,362
0.13% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
539
shares
|
$289,362
0.09% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
539
shares
|
$289,362
0.08% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
537
shares
|
$288,288
0.02% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
536
shares
|
$287,751
0.08% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
535
shares
|
$287,214
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
535
shares
|
$287,214
0.01% of portfolio
|
Q2 2025
Added 27.08%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
535
shares
|
$287,214
0.01% of portfolio
|
Q3 2025
Reduced 44.73%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
534
shares
|
$286,677
0.19% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
533
shares
|
$286,141
0.11% of portfolio
|
Q4 2025
Reduced 31.93%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
533
shares
|
$286,141
0.08% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
533
shares
|
$286,141
0.19% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
532
shares
|
$285,604
0.18% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
531
shares
|
$285,067
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
531
shares
|
$285,067
0.1% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
530
shares
|
$284,530
0.05% of portfolio
|
Q3 2025
Reduced 54.31%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
529
shares
|
$283,993
0.1% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
529
shares
|
$283,993
0.2% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
528
shares
|
$283,456
0.07% of portfolio
|
Q3 2025
Added 13.06%
|
|