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 |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
885
shares
|
$513,662
0.23% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
883
shares
|
$512,502
0.32% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
882
shares
|
$511,921
0.25% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
878
shares
|
$509,599
0.13% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
877
shares
|
$509,019
0.07% of portfolio
|
Q2 2025
Reduced 61.07%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
876
shares
|
$508,439
0.1% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
875
shares
|
$507,858
0.04% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
874
shares
|
$507,278
0.02% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
874
shares
|
$507,278
0.3% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
872
shares
|
$506,117
0.7% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
872
shares
|
$506,117
0.4% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
871
shares
|
$505,537
0.37% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
868
shares
|
$503,795
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
868
shares
|
$503,795
0.04% of portfolio
|
Q4 2024
Added 47.37%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
862
shares
|
$500,313
0.14% of portfolio
|
Q1 2024
Added 3647.83%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
862
shares
|
$500,313
0.07% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
860
shares
|
$499,152
0.3% of portfolio
|
Q3 2024
Added 5633.33%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
860
shares
|
$499,152
0.04% of portfolio
|
Q4 2020
Reduced 41.1%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
859
shares
|
$498,572
0.06% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
859
shares
|
$498,572
0.19% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
858
shares
|
$497,991
0.15% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
855
shares
|
$496,250
0.22% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
853
shares
|
$495,089
0.07% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
853
shares
|
$495,089
0.33% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
852
shares
|
$494,509
0.24% of portfolio
|
Q2 2025
Reduced 7.39%
|