Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,997 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 $477 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
1,441
shares
|
$836,370
2.99% of portfolio
|
Q1 2025
Reduced 93.96%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
1,438
shares
|
$834,629
0.22% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
1,437
shares
|
$834,049
0.09% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,432
shares
|
$831,147
0.25% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,427
shares
|
$828,245
0.2% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,427
shares
|
$828,245
0.22% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Aug 14, 2025 Q2 2025 |
1,424
shares
|
$826,503
0.09% of portfolio
|
Q2 2025
Added 38.79%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,419
shares
|
$823,601
0.28% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,417
shares
|
$822,440
0.14% of portfolio
|
Q2 2025
Reduced 63.1%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,414
shares
|
$820,699
0.16% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
1,409
shares
|
$817,797
0.07% of portfolio
|
Q2 2025
Added 33.43%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,407
shares
|
$816,636
0.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
1,400
shares
|
$812,574
0.31% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
1,397
shares
|
$810,832
0.23% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,395
shares
|
$809,671
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Ninepoint Partners LP
|
Aug 05, 2025 Q2 2025 |
1,388
shares
|
$805,609
0.15% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
1,385
shares
|
$803,867
0.11% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,381
shares
|
$801,546
0.56% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Baskin Financial Services Inc.
|
Jul 24, 2025 Q2 2025 |
1,380
shares
|
$800,965
0.06% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
1,380
shares
|
$800,965
0.09% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
1,379
shares
|
$800,385
0.12% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,379
shares
|
$800,385
0.21% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
1,377
shares
|
$799,224
0.2% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
1,376
shares
|
$798,644
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,370
shares
|
$795,161
0.36% of portfolio
|
Q1 2025
Reduced 8.24%
|