Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,038 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 |
|---|---|---|---|---|---|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
366
shares
|
$196,487
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
366
shares
|
$196,487
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
366
shares
|
$196,487
0.16% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
365
shares
|
$195,950
0.07% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
365
shares
|
$195,950
0.05% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
365
shares
|
$195,950
0.25% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
364
shares
|
$195,413
0.07% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
364
shares
|
$195,413
0.11% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
364
shares
|
$195,413
0.04% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
364
shares
|
$195,413
0.04% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
364
shares
|
$195,413
0.07% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
363
shares
|
$194,876
0.03% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Jan 12, 2026 Q4 2025 |
362
shares
|
$194,339
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
361
shares
|
$193,802
0.11% of portfolio
|
Q4 2024
Reduced 60.63%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
361
shares
|
$193,802
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
361
shares
|
$193,802
0.16% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
360
shares
|
$193,266
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
360
shares
|
$193,266
0.15% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
358
shares
|
$192,192
0.11% of portfolio
|
Q4 2025
Reduced 6.04%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
358
shares
|
$192,192
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
358
shares
|
$192,192
0.08% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
358
shares
|
$192,192
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
357
shares
|
$191,655
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
357
shares
|
$191,655
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
356
shares
|
$191,118
0.03% of portfolio
|
Q3 2025
Reduced 13.59%
|
|