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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
918
shares
|
$532,816
0.21% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
917
shares
|
$532,235
0.1% of portfolio
|
Q1 2025
Added 22.27%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
912
shares
|
$529,333
0.31% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
910
shares
|
$528,173
0.21% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
910
shares
|
$528,173
0.24% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
909
shares
|
$527,592
0.14% of portfolio
|
Q2 2025
Reduced 20.47%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
909
shares
|
$527,592
0.25% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
909
shares
|
$527,592
0.4% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
908
shares
|
$527,012
0.2% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
905
shares
|
$525,271
0.08% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
905
shares
|
$525,271
0.0% of portfolio
|
Q3 2024
Reduced 77.53%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Aug 07, 2025 Q2 2025 |
902
shares
|
$523,529
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Ovata Capital Management LTD
|
Aug 05, 2025 Q2 2025 |
900
shares
|
$522,369
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Par Capital Management Inc
Boston, MA |
Aug 14, 2025 Q2 2025 |
900
shares
|
$522,369
0.02% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
899
shares
|
$521,788
0.13% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
899
shares
|
$521,788
0.44% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
899
shares
|
$521,788
0.2% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
898
shares
|
$521,208
0.06% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
895
shares
|
$519,466
0.16% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
895
shares
|
$519,466
0.07% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
895
shares
|
$519,466
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
895
shares
|
$519,466
0.23% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
892
shares
|
$517,725
0.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
892
shares
|
$517,725
0.42% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
885
shares
|
$513,662
0.05% of portfolio
|
Q3 2024
Added 1.14%
|