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 |
|---|---|---|---|---|---|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,247
shares
|
$723,771
0.58% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,245
shares
|
$722,610
0.65% of portfolio
|
Q2 2024
Reduced 8.39%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,245
shares
|
$722,610
0.05% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,243
shares
|
$721,449
0.02% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
1,243
shares
|
$721,449
0.08% of portfolio
|
Q3 2024
Added 35.4%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
1,241
shares
|
$720,288
0.48% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,241
shares
|
$720,288
0.22% of portfolio
|
Q1 2025
Added 165.17%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
1,240
shares
|
$719,708
0.13% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
1,240
shares
|
$719,708
0.07% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,240
shares
|
$719,708
0.07% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
1,239
shares
|
$719,127
0.62% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,239
shares
|
$719,127
0.29% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
1,238
shares
|
$718,547
0.08% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
1,237
shares
|
$717,967
0.07% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,236
shares
|
$717,386
0.1% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Connective Portfolio Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,235
shares
|
$716,806
1.63% of portfolio
|
Q4 2023
Added 8.81%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,232
shares
|
$715,065
0.24% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
1,232
shares
|
$715,065
0.16% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,231
shares
|
$714,484
0.02% of portfolio
|
Q2 2025
Added 139.03%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
1,230
shares
|
$713,904
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
1,227
shares
|
$712,163
0.04% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
1,227
shares
|
$712,163
0.13% of portfolio
|
Q2 2025
Reduced 68.43%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
1,224
shares
|
$710,421
0.15% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
1,224
shares
|
$710,421
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
1,222
shares
|
$709,261
0.5% of portfolio
|
Q2 2025
Reduced 1.29%
|