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 |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
418
shares
|
$224,403
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
416
shares
|
$223,329
0.02% of portfolio
|
Q4 2025
Added 9.47%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
416
shares
|
$223,329
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
416
shares
|
$223,329
0.15% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
416
shares
|
$223,329
0.14% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
415
shares
|
$222,792
0.03% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
414
shares
|
$222,255
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
414
shares
|
$222,255
0.04% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
413
shares
|
$221,719
0.04% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
412
shares
|
$221,182
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
412
shares
|
$221,182
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
412
shares
|
$221,182
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
411
shares
|
$220,645
0.01% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
410
shares
|
$220,108
0.07% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
410
shares
|
$220,108
0.19% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
409
shares
|
$219,571
0.03% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
408
shares
|
$219,034
0.13% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
408
shares
|
$219,034
0.06% of portfolio
|
Q4 2025
Reduced 4.45%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
407
shares
|
$218,497
0.04% of portfolio
|
Q3 2025
Added 85.0%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
407
shares
|
$218,497
0.12% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
407
shares
|
$218,497
0.18% of portfolio
|
Q4 2025
Reduced 58.13%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
407
shares
|
$218,497
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
406
shares
|
$217,961
0.11% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jan 12, 2026 Q4 2025 |
406
shares
|
$217,961
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
405
shares
|
$217,424
0.19% of portfolio
|
Q3 2025
Added 0.25%
|
|