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 |
|---|---|---|---|---|---|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
528
shares
|
$283,456
0.2% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
527
shares
|
$282,919
0.09% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
527
shares
|
$282,919
0.12% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
526
shares
|
$282,383
0.04% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
525
shares
|
$281,846
0.1% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
524
shares
|
$281,309
0.94% of portfolio
|
Q2 2023
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
524
shares
|
$281,309
0.06% of portfolio
|
Q3 2025
Reduced 27.12%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
524
shares
|
$281,309
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
524
shares
|
$281,309
0.15% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
524
shares
|
$281,309
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
523
shares
|
$280,772
0.06% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
522
shares
|
$280,235
0.29% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Nov 07, 2025 Q3 2025 |
521
shares
|
$279,698
0.02% of portfolio
|
Q3 2025
Reduced 23.27%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
520
shares
|
$279,162
0.12% of portfolio
|
Q4 2025
Reduced 29.54%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
519
shares
|
$278,625
0.04% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
518
shares
|
$278,088
0.05% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
518
shares
|
$278,088
0.2% of portfolio
|
Q3 2025
Added 19.91%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
518
shares
|
$278,088
0.07% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
517
shares
|
$277,551
0.08% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
516
shares
|
$277,014
0.07% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
515
shares
|
$276,477
0.05% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
515
shares
|
$276,477
0.08% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
515
shares
|
$276,477
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
515
shares
|
$276,477
0.17% of portfolio
|
Q1 2025
Added 33.42%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
514
shares
|
$275,940
0.12% of portfolio
|
Q2 2025
Reduced 4.64%
|
|