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 |
|---|---|---|---|---|---|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
745
shares
|
$432,405
0.08% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
744
shares
|
$431,825
0.05% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
743
shares
|
$431,244
0.03% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
741
shares
|
$430,083
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
741
shares
|
$430,083
0.24% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
739
shares
|
$428,922
0.06% of portfolio
|
Q2 2025
Reduced 51.95%
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
738
shares
|
$428,342
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
735
shares
|
$426,601
0.46% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
734
shares
|
$426,020
0.06% of portfolio
|
Q2 2025
Reduced 29.96%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
734
shares
|
$426,020
0.09% of portfolio
|
Q2 2023
Reduced 82.75%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
734
shares
|
$426,020
0.14% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
734
shares
|
$426,020
0.08% of portfolio
|
Q2 2025
Added 3570.0%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
729
shares
|
$423,118
0.08% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
729
shares
|
$423,118
0.14% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
729
shares
|
$423,118
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
727
shares
|
$421,958
0.11% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
727
shares
|
$421,958
0.15% of portfolio
|
Q1 2025
Added 51.46%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
726
shares
|
$421,377
0.21% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
726
shares
|
$421,377
0.14% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
725
shares
|
$420,797
0.27% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
724
shares
|
$420,216
0.07% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
724
shares
|
$420,216
0.14% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
721
shares
|
$418,475
0.04% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
720
shares
|
$417,895
0.12% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
720
shares
|
$417,895
0.13% of portfolio
|
Q2 2025
Added 1.12%
|