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 |
|---|---|---|---|---|---|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
378
shares
|
$202,929
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
377
shares
|
$202,392
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
376
shares
|
$201,855
0.03% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
376
shares
|
$201,855
0.03% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
375
shares
|
$201,318
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
374
shares
|
$200,781
0.05% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
374
shares
|
$200,781
0.06% of portfolio
|
Q2 2025
Reduced 57.93%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
373
shares
|
$200,245
0.13% of portfolio
|
Q3 2025
Reduced 82.17%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
373
shares
|
$200,245
0.08% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
373
shares
|
$200,245
0.08% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
372
shares
|
$199,708
0.06% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
371
shares
|
$199,171
0.13% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
370
shares
|
$198,634
0.11% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
370
shares
|
$198,634
0.18% of portfolio
|
Q3 2025
Reduced 40.71%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
370
shares
|
$198,634
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
369
shares
|
$198,097
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
369
shares
|
$198,097
0.16% of portfolio
|
Q3 2025
Reduced 80.62%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
369
shares
|
$198,097
0.07% of portfolio
|
Q4 2025
Added 3.94%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
368
shares
|
$197,560
0.02% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
367
shares
|
$197,023
0.1% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
367
shares
|
$197,023
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
367
shares
|
$197,023
0.06% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
367
shares
|
$197,023
0.09% of portfolio
|
Q3 2025
Reduced 29.01%
|
|
|
Vanguard Capital Wealth Advisors
|
Jan 16, 2026 Q4 2025 |
366
shares
|
$196,487
0.17% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
366
shares
|
$196,487
0.04% of portfolio
|
Q3 2025
Reduced 3.68%
|
|