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 |
|---|---|---|---|---|---|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
849
shares
|
$492,768
0.23% of portfolio
|
Q2 2024
Added 3.28%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
849
shares
|
$492,768
0.29% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
848
shares
|
$492,187
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
848
shares
|
$492,187
0.07% of portfolio
|
Q4 2022
Reduced 19.47%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
846
shares
|
$491,026
0.13% of portfolio
|
Q2 2025
Reduced 45.63%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
846
shares
|
$491,026
0.08% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
845
shares
|
$490,446
0.04% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
843
shares
|
$489,285
0.05% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
840
shares
|
$487,544
0.31% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
836
shares
|
$485,222
0.46% of portfolio
|
Q2 2025
Added 33.55%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
834
shares
|
$484,061
0.16% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
833
shares
|
$483,481
0.34% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
832
shares
|
$482,901
0.25% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
832
shares
|
$482,901
0.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
832
shares
|
$482,901
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
829
shares
|
$481,159
0.13% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
827
shares
|
$479,999
0.19% of portfolio
|
Q2 2025
Added 21.44%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
825
shares
|
$478,838
0.1% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
823
shares
|
$477,677
0.32% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
823
shares
|
$477,677
0.09% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
822
shares
|
$477,097
0.32% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
821
shares
|
$476,516
0.03% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
820
shares
|
$475,936
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
820
shares
|
$475,936
0.02% of portfolio
|
Q2 2025
Added 363.28%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
819
shares
|
$475,355
0.25% of portfolio
|
Q2 2025
Reduced 23.67%
|