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 |
|---|---|---|---|---|---|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
614
shares
|
$356,371
0.04% of portfolio
|
Q1 2025
Reduced 14.01%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
614
shares
|
$356,371
0.14% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
613
shares
|
$355,791
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
613
shares
|
$355,791
0.05% of portfolio
|
Q2 2024
Added 21.39%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
612
shares
|
$355,210
0.1% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
612
shares
|
$355,210
0.08% of portfolio
|
Q2 2025
Added 40.37%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
611
shares
|
$354,630
0.16% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
610
shares
|
$354,050
0.04% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
610
shares
|
$354,050
0.23% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
609
shares
|
$353,469
0.11% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
608
shares
|
$352,889
0.08% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
605
shares
|
$351,148
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
605
shares
|
$351,148
0.11% of portfolio
|
Q2 2025
Added 64.85%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
605
shares
|
$351,148
0.07% of portfolio
|
Q2 2025
Added 17.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
603
shares
|
$349,987
0.11% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
603
shares
|
$349,987
0.05% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
603
shares
|
$349,987
0.18% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
602
shares
|
$349,406
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
602
shares
|
$349,406
0.06% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
600
shares
|
$348,246
0.13% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
600
shares
|
$348,246
0.05% of portfolio
|
Q4 2024
Added 1100.0%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
600
shares
|
$348,246
0.19% of portfolio
|
Q2 2025
Reduced 44.55%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
599
shares
|
$347,665
0.04% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
599
shares
|
$347,665
0.01% of portfolio
|
Q2 2025
Reduced 39.8%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
598
shares
|
$347,085
0.1% of portfolio
|
Q2 2025
Reduced 4.32%
|