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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
101
shares
|
$54,221
0.04% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
100
shares
|
$53,685
0.03% of portfolio
|
Q3 2023
Reduced 2.91%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
100
shares
|
$53,685
0.02% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
100
shares
|
$53,685
0.01% of portfolio
|
Q3 2025
Added 29.87%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
100
shares
|
$53,685
0.02% of portfolio
|
Q4 2025
Reduced 21.88%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
100
shares
|
$53,685
0.02% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
98
shares
|
$52,611
0.04% of portfolio
|
Q3 2025
Added 19.51%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
98
shares
|
$52,611
0.03% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
95
shares
|
$51,000
0.04% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
93
shares
|
$49,927
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
93
shares
|
$49,927
0.04% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
93
shares
|
$49,927
0.05% of portfolio
|
Q3 2025
Reduced 30.08%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
92
shares
|
$49,390
0.02% of portfolio
|
Q3 2025
Reduced 30.3%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
91
shares
|
$48,853
0.02% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
90
shares
|
$48,316
0.0% of portfolio
|
Q1 2025
Added 181.25%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
90
shares
|
$48,316
0.03% of portfolio
|
Q2 2025
Added 291.3%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
88
shares
|
$47,242
0.01% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
87
shares
|
$46,705
0.02% of portfolio
|
Q2 2024
Added 33.85%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
87
shares
|
$46,705
0.03% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
85
shares
|
$45,632
0.02% of portfolio
|
Q3 2025
Reduced 21.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
82
shares
|
$44,021
0.01% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
82
shares
|
$44,021
0.02% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
81
shares
|
$43,484
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$42,411
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
78
shares
|
$41,874
0.02% of portfolio
|
Q4 2023
New holding
|
|