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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
145
shares
|
$77,843
0.05% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
141
shares
|
$75,695
0.01% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
140
shares
|
$75,159
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
139
shares
|
$74,622
0.03% of portfolio
|
Q2 2025
Reduced 79.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
137
shares
|
$73,548
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
137
shares
|
$73,548
0.02% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
130
shares
|
$69,790
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
128
shares
|
$68,716
0.02% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
125
shares
|
$67,106
0.03% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
123
shares
|
$66,032
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
122
shares
|
$65,495
0.02% of portfolio
|
Q3 2025
Added 50.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
120
shares
|
$64,422
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
119
shares
|
$63,885
0.02% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
117
shares
|
$62,811
0.03% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 16, 2026 Q4 2025 |
114
shares
|
$61,200
0.01% of portfolio
|
Q4 2025
Reduced 8.06%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
111
shares
|
$59,590
0.03% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
110
shares
|
$59,053
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
110
shares
|
$59,053
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
109
shares
|
$58,516
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
106
shares
|
$56,906
0.01% of portfolio
|
Q1 2022
Added 24.71%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
105
shares
|
$56,369
0.04% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
105
shares
|
$56,369
0.02% of portfolio
|
Q4 2025
Reduced 5.41%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
105
shares
|
$56,369
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
102
shares
|
$54,758
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
101
shares
|
$54,221
0.01% of portfolio
|
Q4 2025
Reduced 17.21%
|
|