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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
180
shares
|
$96,633
0.02% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
178
shares
|
$95,559
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
178
shares
|
$95,559
0.04% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
177
shares
|
$95,022
0.06% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
175
shares
|
$93,948
0.03% of portfolio
|
Q1 2022
Reduced 18.6%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
174
shares
|
$93,411
0.01% of portfolio
|
Q3 2025
Reduced 78.78%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
174
shares
|
$93,411
0.02% of portfolio
|
Q3 2025
Added 138.36%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
173
shares
|
$92,875
0.03% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
173
shares
|
$92,875
0.15% of portfolio
|
Q3 2025
Added 517.86%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
171
shares
|
$91,801
0.03% of portfolio
|
Q4 2025
Added 9.62%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
170
shares
|
$91,264
0.01% of portfolio
|
Q3 2025
Reduced 73.81%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
167
shares
|
$89,653
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
164
shares
|
$88,043
0.03% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
164
shares
|
$88,043
0.03% of portfolio
|
Q3 2025
Added 46.43%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
162
shares
|
$86,969
0.03% of portfolio
|
Q3 2024
Reduced 76.25%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
162
shares
|
$86,969
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
161
shares
|
$86,432
0.07% of portfolio
|
Q3 2025
Added 302.5%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
160
shares
|
$85,896
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
158
shares
|
$84,822
0.02% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
153
shares
|
$82,138
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
152
shares
|
$81,601
0.73% of portfolio
|
Q2 2025
Added 27.73%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
151
shares
|
$81,064
0.01% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
151
shares
|
$81,064
0.03% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
151
shares
|
$81,064
0.17% of portfolio
|
Q3 2025
Reduced 62.72%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$80,527
0.03% of portfolio
|
Q4 2020
New holding
|
|