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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
36
shares
|
$19,326
0.01% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
36
shares
|
$19,326
0.01% of portfolio
|
Q3 2025
Added 227.27%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
35
shares
|
$18,789
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
32
shares
|
$17,179
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
32
shares
|
$17,179
0.01% of portfolio
|
Q4 2024
Reduced 70.64%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
31
shares
|
$16,642
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
30
shares
|
$16,105
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
30
shares
|
$16,105
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
29
shares
|
$15,568
0.0% of portfolio
|
Q4 2025
Added 31.82%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
29
shares
|
$15,568
0.01% of portfolio
|
Q3 2025
Reduced 63.29%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
28
shares
|
$15,031
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
27
shares
|
$14,494
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
26
shares
|
$13,958
0.0% of portfolio
|
Q1 2025
Reduced 91.0%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
25
shares
|
$13,421
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
24
shares
|
$12,884
0.01% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
24
shares
|
$12,884
0.01% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
24
shares
|
$12,884
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
23
shares
|
$12,347
0.0% of portfolio
|
Q2 2021
Reduced 30.3%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
22
shares
|
$11,810
0.0% of portfolio
|
Q2 2025
Reduced 79.82%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
22
shares
|
$11,810
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
21
shares
|
$11,273
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
21
shares
|
$11,273
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
21
shares
|
$11,273
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
20
shares
|
$10,737
0.0% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
19
shares
|
$10,200
0.0% of portfolio
|
Q1 2025
New holding
|
|