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 |
|---|---|---|---|---|---|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
818
shares
|
$474,775
0.23% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
818
shares
|
$474,775
0.09% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
817
shares
|
$474,194
0.08% of portfolio
|
Q2 2025
Added 29.27%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
811
shares
|
$470,712
0.2% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
811
shares
|
$470,712
0.22% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
810
shares
|
$470,132
0.09% of portfolio
|
Q2 2025
Reduced 41.73%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
809
shares
|
$469,551
0.26% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
809
shares
|
$469,551
0.08% of portfolio
|
Q2 2025
Reduced 16.68%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
809
shares
|
$469,551
0.12% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
808
shares
|
$468,971
0.17% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
808
shares
|
$468,971
0.24% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
807
shares
|
$468,390
4.12% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
805
shares
|
$467,230
0.18% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
805
shares
|
$467,230
0.43% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Triasima Portfolio Management Inc.
|
Jul 23, 2025 Q2 2025 |
803
shares
|
$466,069
0.1% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
803
shares
|
$466,069
0.23% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
802
shares
|
$465,488
0.15% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
802
shares
|
$465,488
0.08% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
801
shares
|
$464,908
0.01% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
801
shares
|
$464,908
0.12% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
801
shares
|
$464,908
0.27% of portfolio
|
Q2 2022
Reduced 1.23%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
800
shares
|
$464,328
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
797
shares
|
$462,586
0.01% of portfolio
|
Q2 2025
Added 58.76%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
797
shares
|
$462,586
0.17% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
796
shares
|
$462,006
0.33% of portfolio
|
Q2 2023
Reduced 0.5%
|