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 |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,039
shares
|
$603,045
0.13% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,036
shares
|
$601,304
0.04% of portfolio
|
Q2 2022
Reduced 38.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,028
shares
|
$596,661
0.19% of portfolio
|
Q2 2025
Added 76.94%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
1,025
shares
|
$594,920
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,024
shares
|
$594,339
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,023
shares
|
$593,759
0.32% of portfolio
|
Q2 2023
Reduced 5.97%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,022
shares
|
$593,179
0.09% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,021
shares
|
$592,598
0.1% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,020
shares
|
$592,018
0.09% of portfolio
|
Q4 2022
Added 197.38%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
1,020
shares
|
$592,018
0.15% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,019
shares
|
$591,437
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Aug 06, 2025 Q2 2025 |
1,019
shares
|
$591,437
0.49% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
1,018
shares
|
$590,857
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,017
shares
|
$590,276
0.11% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
1,016
shares
|
$589,696
0.03% of portfolio
|
Q2 2025
Reduced 29.64%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1,015
shares
|
$589,116
0.2% of portfolio
|
Q2 2022
Reduced 45.87%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
1,015
shares
|
$589,116
0.26% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
1,014
shares
|
$588,535
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
1,012
shares
|
$587,374
0.45% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,010
shares
|
$586,214
0.03% of portfolio
|
Q2 2025
Added 51.88%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
1,010
shares
|
$586,214
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,008
shares
|
$585,053
0.23% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,007
shares
|
$584,472
0.06% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Lattice Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$580,410
0.67% of portfolio
|
Q2 2024
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$580,410
0.19% of portfolio
|
Q4 2024
Reduced 7.32%
|