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 |
|---|---|---|---|---|---|
|
Wealth Bridge Investment Counsel Inc.
|
Jul 11, 2025 Q2 2025 |
632
shares
|
$366,819
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
631
shares
|
$366,238
0.33% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
631
shares
|
$366,238
0.09% of portfolio
|
Q2 2025
Added 41.16%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
631
shares
|
$366,238
0.26% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
630
shares
|
$365,658
0.03% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
630
shares
|
$365,658
0.09% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
629
shares
|
$365,077
0.17% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
628
shares
|
$364,497
0.05% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
628
shares
|
$364,497
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
627
shares
|
$363,917
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
626
shares
|
$363,336
0.23% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
625
shares
|
$362,756
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
624
shares
|
$362,175
0.03% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
624
shares
|
$362,175
0.29% of portfolio
|
Q2 2025
Reduced 58.59%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
624
shares
|
$362,175
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
623
shares
|
$361,595
0.17% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
620
shares
|
$359,854
0.14% of portfolio
|
Q1 2024
Reduced 62.13%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
619
shares
|
$359,273
0.05% of portfolio
|
Q1 2025
Added 50.98%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
618
shares
|
$358,693
0.06% of portfolio
|
Q2 2025
Added 50.36%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
618
shares
|
$358,693
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
618
shares
|
$358,693
0.11% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
617
shares
|
$358,112
0.14% of portfolio
|
Q2 2025
Reduced 38.18%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
616
shares
|
$357,532
0.03% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
615
shares
|
$356,952
0.17% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
614
shares
|
$356,371
0.03% of portfolio
|
Q2 2025
Reduced 0.16%
|