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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,174
shares
|
$681,401
0.02% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
1,172
shares
|
$680,240
0.06% of portfolio
|
Q1 2025
Added 53.2%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
1,171
shares
|
$679,660
0.24% of portfolio
|
Q2 2025
Added 53.67%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
1,171
shares
|
$679,660
0.41% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Tuttle Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,170
shares
|
$679,079
4.56% of portfolio
|
Q2 2025
Added 14.71%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
1,169
shares
|
$678,499
0.24% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
1,169
shares
|
$678,499
0.03% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,167
shares
|
$677,338
0.21% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
1,166
shares
|
$676,758
0.22% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
1,165
shares
|
$676,177
0.48% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
1,164
shares
|
$675,597
0.08% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,163
shares
|
$675,016
0.38% of portfolio
|
Q2 2025
Reduced 35.99%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
1,163
shares
|
$675,016
0.27% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
1,160
shares
|
$673,275
0.11% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
1,160
shares
|
$673,275
0.01% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
1,160
shares
|
$673,275
1.25% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,156
shares
|
$670,953
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
1,155
shares
|
$670,373
0.3% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
1,155
shares
|
$670,373
0.06% of portfolio
|
Q2 2025
Reduced 91.48%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
1,152
shares
|
$668,632
0.18% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,148
shares
|
$666,310
0.05% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,148
shares
|
$666,310
0.3% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,148
shares
|
$666,310
0.2% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
1,147
shares
|
$665,730
0.51% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
1,144
shares
|
$663,989
0.07% of portfolio
|
Q3 2024
Reduced 3.21%
|