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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
597
shares
|
$346,504
0.07% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
596
shares
|
$345,924
0.02% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
596
shares
|
$345,924
0.16% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
595
shares
|
$345,343
0.05% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
592
shares
|
$343,602
0.07% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
591
shares
|
$343,022
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
590
shares
|
$342,441
0.2% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
590
shares
|
$342,441
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
589
shares
|
$341,861
0.14% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
588
shares
|
$341,281
0.3% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
587
shares
|
$340,700
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
586
shares
|
$340,120
0.13% of portfolio
|
Q2 2024
Reduced 7.57%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
583
shares
|
$338,379
0.1% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
579
shares
|
$336,057
0.09% of portfolio
|
Q2 2025
Reduced 32.44%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
578
shares
|
$335,476
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
577
shares
|
$334,896
0.05% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
576
shares
|
$334,316
0.08% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
575
shares
|
$333,735
0.07% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
575
shares
|
$333,735
0.02% of portfolio
|
Q2 2025
Added 23.13%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
575
shares
|
$333,735
0.03% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
575
shares
|
$333,735
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
575
shares
|
$333,735
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
574
shares
|
$333,155
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
573
shares
|
$332,574
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
573
shares
|
$332,574
0.03% of portfolio
|
Q2 2025
Reduced 3.21%
|