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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
974
shares
|
$565,319
0.2% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
973
shares
|
$564,738
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
973
shares
|
$564,738
0.07% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
971
shares
|
$563,578
0.06% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
970
shares
|
$562,997
0.19% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
970
shares
|
$562,997
0.21% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
968
shares
|
$561,836
0.06% of portfolio
|
Q2 2025
Reduced 73.64%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
965
shares
|
$560,095
0.12% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
964
shares
|
$559,515
0.03% of portfolio
|
Q2 2024
Reduced 45.78%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
964
shares
|
$559,515
0.26% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
963
shares
|
$558,934
0.05% of portfolio
|
Q2 2025
Added 58.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
963
shares
|
$558,934
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
963
shares
|
$558,934
5.25% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
963
shares
|
$558,934
0.32% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
962
shares
|
$558,354
0.28% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
961
shares
|
$557,774
0.14% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
960
shares
|
$557,193
0.34% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
960
shares
|
$557,193
0.09% of portfolio
|
Q2 2025
Added 112.86%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
960
shares
|
$557,193
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
960
shares
|
$557,193
0.17% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
960
shares
|
$557,193
0.28% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
959
shares
|
$556,613
0.1% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
959
shares
|
$556,613
0.23% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
957
shares
|
$555,452
0.31% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
957
shares
|
$555,452
0.04% of portfolio
|
Q2 2025
Added 9.0%
|