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 |
|---|---|---|---|---|---|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
693
shares
|
$402,224
0.05% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
691
shares
|
$401,063
0.04% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
691
shares
|
$401,063
0.04% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
689
shares
|
$399,902
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
689
shares
|
$399,902
0.11% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
688
shares
|
$399,322
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
685
shares
|
$397,580
0.05% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
685
shares
|
$397,580
0.35% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
684
shares
|
$397,000
0.16% of portfolio
|
Q2 2025
Added 41.32%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
679
shares
|
$394,098
0.16% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
679
shares
|
$394,098
0.11% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
679
shares
|
$394,098
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
676
shares
|
$392,357
0.44% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
675
shares
|
$391,776
0.12% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
675
shares
|
$391,776
0.19% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
672
shares
|
$390,035
0.2% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
672
shares
|
$390,035
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
670
shares
|
$388,874
0.1% of portfolio
|
Q2 2025
Reduced 82.84%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
670
shares
|
$388,874
0.04% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
670
shares
|
$388,874
0.05% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
669
shares
|
$388,294
0.05% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
669
shares
|
$388,294
0.28% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
667
shares
|
$387,133
0.07% of portfolio
|
Q2 2025
Added 45.95%
|
|
|
Long Road Investment Counsel, LLC
|
Aug 11, 2025 Q2 2025 |
665
shares
|
$385,972
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
665
shares
|
$385,972
0.17% of portfolio
|
Q2 2025
Reduced 0.15%
|