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 |
|---|---|---|---|---|---|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
794
shares
|
$460,845
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
George Kaiser Family Foundation
|
Aug 14, 2025 Q2 2025 |
794
shares
|
$460,845
0.06% of portfolio
|
Q2 2025
Added 47.31%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
794
shares
|
$460,845
0.06% of portfolio
|
Q2 2025
Added 47.31%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
793
shares
|
$460,265
0.05% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
793
shares
|
$460,265
0.21% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
792
shares
|
$459,684
0.02% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
792
shares
|
$459,684
0.18% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
792
shares
|
$459,684
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
789
shares
|
$457,943
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
789
shares
|
$457,943
0.09% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
789
shares
|
$457,943
0.74% of portfolio
|
Q2 2025
Added 113.82%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
788
shares
|
$457,363
0.03% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
786
shares
|
$456,202
0.11% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
786
shares
|
$456,202
0.04% of portfolio
|
Q2 2025
Reduced 43.78%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
786
shares
|
$456,202
0.29% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
781
shares
|
$453,300
0.15% of portfolio
|
Q2 2025
Added 66.17%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
781
shares
|
$453,300
0.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
781
shares
|
$453,300
0.05% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
781
shares
|
$453,300
0.08% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
781
shares
|
$453,300
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
780
shares
|
$452,719
0.11% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
780
shares
|
$452,719
0.05% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
778
shares
|
$451,558
0.03% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
777
shares
|
$450,978
0.21% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
776
shares
|
$450,398
0.07% of portfolio
|
Q2 2025
Added 0.39%
|