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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
1,367
shares
|
$793,420
0.08% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
1,365
shares
|
$792,259
0.4% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
1,363
shares
|
$791,098
0.38% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Aug 13, 2025 Q2 2025 |
1,363
shares
|
$791,098
0.31% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,358
shares
|
$788,196
0.04% of portfolio
|
Q4 2022
Added 6.18%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,358
shares
|
$788,196
0.13% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
1,356
shares
|
$787,035
0.53% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,353
shares
|
$785,294
0.04% of portfolio
|
Q2 2023
Added 1.12%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
1,349
shares
|
$782,973
0.06% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
1,347
shares
|
$781,812
0.01% of portfolio
|
Q2 2025
Added 389.82%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
1,343
shares
|
$779,490
0.2% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,343
shares
|
$779,490
0.38% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,343
shares
|
$779,490
0.2% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
1,343
shares
|
$779,490
0.49% of portfolio
|
Q2 2025
Reduced 44.41%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,341
shares
|
$778,329
0.07% of portfolio
|
Q3 2023
Added 5.34%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
1,339
shares
|
$777,168
0.3% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
1,337
shares
|
$776,008
0.1% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,337
shares
|
$776,008
0.37% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
1,336
shares
|
$775,427
0.09% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
1,336
shares
|
$775,427
0.37% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
1,335
shares
|
$774,847
0.14% of portfolio
|
Q4 2024
Reduced 50.19%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
1,331
shares
|
$772,525
0.22% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,331
shares
|
$772,525
0.01% of portfolio
|
Q2 2025
Reduced 54.96%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
1,330
shares
|
$771,945
0.27% of portfolio
|
Q2 2025
Added 30.91%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
1,329
shares
|
$771,364
0.36% of portfolio
|
Q1 2025
Added 0.08%
|