Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 4,000 institutions that hold shares in the stock, with a total of 822 Million shares, which have been reported (via 13F filing form) to have a value of $475 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
178
shares
|
$103,320
0.04% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
176
shares
|
$102,159
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
175
shares
|
$101,578
0.03% of portfolio
|
Q1 2022
Reduced 18.6%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
173
shares
|
$100,417
0.04% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
167
shares
|
$96,935
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
165
shares
|
$95,774
0.01% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
165
shares
|
$95,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
163
shares
|
$94,613
0.06% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
162
shares
|
$94,032
0.03% of portfolio
|
Q3 2024
Reduced 76.25%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
156
shares
|
$90,550
0.03% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
153
shares
|
$88,808
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
152
shares
|
$88,228
0.73% of portfolio
|
Q2 2025
Added 27.73%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
150
shares
|
$87,067
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$87,067
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
145
shares
|
$84,165
0.05% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
145
shares
|
$84,165
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
141
shares
|
$81,843
0.01% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
140
shares
|
$81,263
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
139
shares
|
$80,682
0.03% of portfolio
|
Q2 2025
Reduced 79.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
137
shares
|
$79,521
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
137
shares
|
$79,521
0.03% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
137
shares
|
$79,521
0.02% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
136
shares
|
$78,941
0.03% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
132
shares
|
$76,619
0.03% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
131
shares
|
$76,038
0.03% of portfolio
|
Q2 2025
Added 4.8%
|