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 |
|---|---|---|---|---|---|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
649
shares
|
$376,686
0.26% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
648
shares
|
$376,105
0.16% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
644
shares
|
$373,784
0.19% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
644
shares
|
$373,784
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
643
shares
|
$373,203
0.08% of portfolio
|
Q3 2023
Added 10.48%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
643
shares
|
$373,203
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
642
shares
|
$372,623
0.24% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Pembroke Management, LTD
|
Aug 07, 2025 Q2 2025 |
642
shares
|
$372,623
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
642
shares
|
$372,623
0.23% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
642
shares
|
$372,623
0.29% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
641
shares
|
$372,042
0.05% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
641
shares
|
$372,042
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
641
shares
|
$372,042
0.04% of portfolio
|
Q2 2025
Reduced 79.65%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
641
shares
|
$372,042
0.44% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
640
shares
|
$371,462
0.18% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
638
shares
|
$370,301
0.09% of portfolio
|
Q2 2025
Added 32.09%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
638
shares
|
$370,301
0.08% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
638
shares
|
$370,301
0.26% of portfolio
|
Q2 2024
Added 1.72%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
635
shares
|
$368,560
0.2% of portfolio
|
Q1 2024
Reduced 19.11%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
635
shares
|
$368,560
0.01% of portfolio
|
Q3 2024
Reduced 91.85%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
635
shares
|
$368,560
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
635
shares
|
$368,560
0.24% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
634
shares
|
$367,979
0.03% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
634
shares
|
$367,979
0.13% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
633
shares
|
$367,399
0.07% of portfolio
|
Q2 2025
Reduced 8.66%
|