Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,023 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 $413 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
122
shares
|
$65,495
0.02% of portfolio
|
Q3 2025
Added 50.62%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
122
shares
|
$65,495
0.01% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
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%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
111
shares
|
$59,590
0.03% of portfolio
|
Q3 2025
Added 5450.0%
|
|
|
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%
|
|
|
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
|
|
|
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 |
Aug 14, 2025 Q2 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%
|
|
|
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
|
Nov 13, 2025 Q3 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%
|
|