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 |
|---|---|---|---|---|---|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$580,410
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
997
shares
|
$578,668
1.49% of portfolio
|
Q2 2023
Reduced 22.35%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
995
shares
|
$577,507
0.24% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
994
shares
|
$576,927
0.39% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
994
shares
|
$576,927
0.03% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
994
shares
|
$576,927
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
991
shares
|
$575,186
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
990
shares
|
$574,605
0.18% of portfolio
|
Q2 2025
Reduced 51.42%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
985
shares
|
$571,703
0.04% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
984
shares
|
$571,123
0.17% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
984
shares
|
$571,123
0.5% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
982
shares
|
$569,962
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
982
shares
|
$569,962
0.05% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
982
shares
|
$569,962
0.26% of portfolio
|
Q2 2025
Added 62.05%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
982
shares
|
$569,962
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
982
shares
|
$569,962
0.44% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
981
shares
|
$569,382
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
980
shares
|
$568,801
0.05% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
978
shares
|
$567,640
0.1% of portfolio
|
Q2 2025
Reduced 85.65%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
977
shares
|
$567,060
0.07% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
977
shares
|
$567,060
0.15% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
977
shares
|
$567,060
0.26% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
975
shares
|
$565,899
0.07% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
975
shares
|
$565,899
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
975
shares
|
$565,899
0.41% of portfolio
|
Q2 2025
Reduced 3.08%
|