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 |
|---|---|---|---|---|---|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
664
shares
|
$385,392
0.03% of portfolio
|
Q2 2025
Added 28.93%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
664
shares
|
$385,392
0.04% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
664
shares
|
$385,392
0.06% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
663
shares
|
$384,811
0.17% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
662
shares
|
$384,231
0.28% of portfolio
|
Q3 2023
Reduced 14.58%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
662
shares
|
$384,231
0.16% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
661
shares
|
$383,651
0.04% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
661
shares
|
$383,651
0.06% of portfolio
|
Q2 2025
Reduced 48.36%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
661
shares
|
$383,651
0.01% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
661
shares
|
$383,651
0.13% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
660
shares
|
$383,070
0.13% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
659
shares
|
$382,490
0.08% of portfolio
|
Q2 2023
Added 449.17%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
659
shares
|
$382,490
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
659
shares
|
$382,490
0.23% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
658
shares
|
$381,909
0.14% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
658
shares
|
$381,909
0.11% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
658
shares
|
$381,909
0.15% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
657
shares
|
$381,329
0.12% of portfolio
|
Q4 2023
Reduced 3.67%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
656
shares
|
$380,748
0.07% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
655
shares
|
$380,168
0.19% of portfolio
|
Q4 2024
Reduced 34.5%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
653
shares
|
$379,007
0.17% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
652
shares
|
$378,427
0.24% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
650
shares
|
$377,266
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
650
shares
|
$377,266
0.23% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
649
shares
|
$376,686
0.03% of portfolio
|
Q2 2025
Added 1.25%
|