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 |
|---|---|---|---|---|---|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
473
shares
|
$253,930
0.14% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
473
shares
|
$253,930
0.16% of portfolio
|
Q4 2025
Added 11.29%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
472
shares
|
$253,393
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
472
shares
|
$253,393
0.07% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
471
shares
|
$252,856
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2026 Q4 2025 |
470
shares
|
$252,319
0.01% of portfolio
|
Q4 2025
Reduced 82.55%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
470
shares
|
$252,319
0.12% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
470
shares
|
$252,319
0.15% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Wallington Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
469
shares
|
$251,782
0.03% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
469
shares
|
$251,782
0.06% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
469
shares
|
$251,782
0.08% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
469
shares
|
$251,782
0.1% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
469
shares
|
$251,782
0.04% of portfolio
|
Q3 2025
Added 42.99%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
468
shares
|
$251,245
0.22% of portfolio
|
Q3 2025
Reduced 25.83%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
467
shares
|
$250,708
0.01% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
466
shares
|
$250,172
0.09% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
465
shares
|
$249,635
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
465
shares
|
$249,635
0.03% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
465
shares
|
$249,635
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
465
shares
|
$249,635
0.02% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
465
shares
|
$249,635
0.06% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
465
shares
|
$249,635
0.13% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
462
shares
|
$248,024
0.02% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
462
shares
|
$248,024
0.01% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
462
shares
|
$248,024
0.34% of portfolio
|
Q4 2025
Added 5.24%
|
|