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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
773
shares
|
$448,656
0.04% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
773
shares
|
$448,656
0.16% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
773
shares
|
$448,656
0.15% of portfolio
|
Q3 2023
Added 6.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
772
shares
|
$448,076
0.03% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
770
shares
|
$446,915
0.25% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
769
shares
|
$446,335
0.15% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jul 09, 2025 Q2 2025 |
768
shares
|
$445,754
0.37% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
767
shares
|
$445,174
0.16% of portfolio
|
Q4 2024
Reduced 26.47%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
767
shares
|
$445,174
0.31% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
767
shares
|
$445,174
0.3% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
765
shares
|
$444,013
0.06% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
762
shares
|
$442,272
0.07% of portfolio
|
Q2 2025
Added 63.52%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
758
shares
|
$439,950
0.43% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
757
shares
|
$439,370
0.04% of portfolio
|
Q4 2024
Reduced 25.49%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
757
shares
|
$439,370
0.27% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
756
shares
|
$438,789
0.09% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
755
shares
|
$438,209
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
755
shares
|
$438,209
0.32% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
754
shares
|
$437,629
0.29% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
752
shares
|
$436,468
0.2% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
751
shares
|
$435,887
0.12% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
750
shares
|
$435,307
0.02% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
750
shares
|
$435,307
0.29% of portfolio
|
Q1 2023
Reduced 72.63%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
750
shares
|
$435,307
0.07% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
747
shares
|
$433,566
0.37% of portfolio
|
Q2 2025
Reduced 9.67%
|