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 |
|---|---|---|---|---|---|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
572
shares
|
$331,994
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
572
shares
|
$331,994
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
571
shares
|
$331,414
0.17% of portfolio
|
Q2 2025
Reduced 21.37%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
570
shares
|
$330,833
0.14% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
570
shares
|
$330,833
0.14% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
569
shares
|
$330,253
0.08% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
569
shares
|
$330,253
0.09% of portfolio
|
Q2 2025
Reduced 58.68%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
568
shares
|
$329,672
0.14% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
566
shares
|
$328,512
0.03% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
566
shares
|
$328,512
0.1% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
566
shares
|
$328,512
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
565
shares
|
$327,931
0.13% of portfolio
|
Q2 2024
Reduced 15.04%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
563
shares
|
$326,770
0.04% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
563
shares
|
$326,770
0.03% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
562
shares
|
$326,190
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
562
shares
|
$326,190
0.03% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
561
shares
|
$325,610
0.09% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
560
shares
|
$325,029
0.02% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Qvr LLC
|
Aug 12, 2025 Q2 2025 |
560
shares
|
$325,029
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
560
shares
|
$325,029
0.14% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
560
shares
|
$325,029
0.04% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
560
shares
|
$325,029
0.03% of portfolio
|
Q1 2023
Reduced 80.42%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
560
shares
|
$325,029
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
559
shares
|
$324,449
0.13% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
558
shares
|
$323,868
0.11% of portfolio
|
Q1 2025
Reduced 7.46%
|