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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
461
shares
|
$247,487
0.04% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
460
shares
|
$246,951
0.02% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
460
shares
|
$246,951
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
460
shares
|
$246,951
0.14% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
459
shares
|
$246,414
0.07% of portfolio
|
Q4 2024
Reduced 85.39%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
458
shares
|
$245,877
0.02% of portfolio
|
Q4 2025
Reduced 5.18%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
458
shares
|
$245,877
0.18% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
458
shares
|
$245,877
0.04% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
457
shares
|
$245,340
0.05% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
457
shares
|
$245,340
0.06% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
456
shares
|
$244,803
0.1% of portfolio
|
Q3 2025
Reduced 22.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
456
shares
|
$244,803
0.02% of portfolio
|
Q4 2025
Added 1.33%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
456
shares
|
$244,803
0.16% of portfolio
|
Q4 2025
Added 13.43%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
456
shares
|
$244,803
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
455
shares
|
$244,266
0.12% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
455
shares
|
$244,266
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
455
shares
|
$244,266
0.02% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
455
shares
|
$244,266
0.12% of portfolio
|
Q1 2025
Reduced 40.99%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
454
shares
|
$243,729
0.03% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
454
shares
|
$243,729
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
454
shares
|
$243,729
0.08% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
454
shares
|
$243,729
0.14% of portfolio
|
Q4 2025
Added 1.79%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
454
shares
|
$243,729
0.09% of portfolio
|
Q3 2025
Added 12.66%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
454
shares
|
$243,729
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
454
shares
|
$243,729
0.06% of portfolio
|
Q3 2025
Reduced 20.63%
|
|