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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
955
shares
|
$554,291
0.14% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
953
shares
|
$553,130
0.16% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
950
shares
|
$551,389
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
950
shares
|
$551,389
0.3% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
948
shares
|
$550,228
0.1% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
947
shares
|
$549,648
0.06% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
947
shares
|
$549,648
0.15% of portfolio
|
Q4 2023
Added 5.57%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
947
shares
|
$549,648
0.0% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
946
shares
|
$549,067
0.42% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
945
shares
|
$548,487
0.32% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
944
shares
|
$547,907
0.11% of portfolio
|
Q2 2024
Added 17.12%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
944
shares
|
$547,907
0.12% of portfolio
|
Q2 2025
Reduced 81.46%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
943
shares
|
$547,326
0.25% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
943
shares
|
$547,326
0.36% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
943
shares
|
$547,326
0.04% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
942
shares
|
$546,746
0.04% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
940
shares
|
$545,585
0.1% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
938
shares
|
$544,424
0.38% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
936
shares
|
$543,263
0.59% of portfolio
|
Q1 2025
Added 78.29%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
932
shares
|
$540,942
0.03% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
930
shares
|
$539,781
0.08% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
930
shares
|
$539,781
0.14% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
929
shares
|
$539,200
0.19% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
924
shares
|
$536,298
0.11% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
918
shares
|
$532,816
0.05% of portfolio
|
Q2 2025
Added 0.44%
|