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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
558
shares
|
$323,868
0.05% of portfolio
|
Q2 2025
Added 25.11%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
556
shares
|
$322,707
0.12% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
556
shares
|
$322,707
0.26% of portfolio
|
Q2 2025
Reduced 24.86%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
555
shares
|
$322,127
0.11% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
555
shares
|
$322,127
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
554
shares
|
$321,547
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
551
shares
|
$319,805
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
551
shares
|
$319,805
0.03% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
551
shares
|
$319,805
0.1% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
550
shares
|
$319,225
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
549
shares
|
$318,645
0.13% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
549
shares
|
$318,645
0.17% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
546
shares
|
$316,903
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
546
shares
|
$316,903
0.14% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
545
shares
|
$316,323
0.16% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
545
shares
|
$316,323
0.1% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
544
shares
|
$315,743
0.2% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
543
shares
|
$315,162
0.01% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
543
shares
|
$315,162
0.14% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$314,582
0.06% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
542
shares
|
$314,582
0.08% of portfolio
|
Q2 2025
Reduced 65.43%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
542
shares
|
$314,582
0.64% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
540
shares
|
$313,421
0.14% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
540
shares
|
$313,421
0.21% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
540
shares
|
$313,421
0.14% of portfolio
|
Q2 2025
Added 9.09%
|