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 |
|---|---|---|---|---|---|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
437
shares
|
$234,603
0.21% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
436
shares
|
$234,066
0.25% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
436
shares
|
$234,066
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
435
shares
|
$233,529
0.15% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
434
shares
|
$232,992
0.05% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
433
shares
|
$232,456
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
433
shares
|
$232,456
0.1% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
431
shares
|
$231,382
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Impac Tfolio, LLC
|
Jan 07, 2026 Q4 2025 |
430
shares
|
$230,845
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
430
shares
|
$230,845
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
430
shares
|
$230,845
0.05% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
429
shares
|
$230,308
0.02% of portfolio
|
Q4 2025
Added 6.45%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
428
shares
|
$229,771
0.13% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
426
shares
|
$228,698
0.07% of portfolio
|
Q4 2025
Reduced 11.43%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
426
shares
|
$228,698
0.17% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Fluent Financial, LLC
|
Jan 14, 2026 Q4 2025 |
425
shares
|
$228,161
0.09% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
425
shares
|
$228,161
0.05% of portfolio
|
Q4 2025
Reduced 5.35%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
423
shares
|
$227,087
0.02% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
423
shares
|
$227,087
0.15% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
422
shares
|
$226,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
422
shares
|
$226,550
0.11% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
421
shares
|
$226,013
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
421
shares
|
$226,013
0.08% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
421
shares
|
$226,013
0.03% of portfolio
|
Q4 2025
Reduced 98.1%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
420
shares
|
$225,477
0.1% of portfolio
|
Q2 2023
Reduced 0.47%
|
|