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 |
|---|---|---|---|---|---|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
520
shares
|
$301,813
0.1% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
519
shares
|
$301,232
0.04% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
518
shares
|
$300,652
0.21% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
517
shares
|
$300,071
0.13% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
515
shares
|
$298,911
0.05% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
515
shares
|
$298,911
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
515
shares
|
$298,911
0.11% of portfolio
|
Q1 2025
Added 33.42%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
514
shares
|
$298,330
0.14% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
513
shares
|
$297,750
0.06% of portfolio
|
Q2 2025
Added 25.43%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
512
shares
|
$297,169
0.08% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
512
shares
|
$297,169
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
510
shares
|
$296,009
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
509
shares
|
$295,428
0.09% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
508
shares
|
$294,848
0.04% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
508
shares
|
$294,848
0.12% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
508
shares
|
$294,848
0.18% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
507
shares
|
$294,267
0.01% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
507
shares
|
$294,267
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
507
shares
|
$294,267
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
506
shares
|
$293,687
0.09% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
506
shares
|
$293,687
0.08% of portfolio
|
Q2 2025
Reduced 70.9%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
505
shares
|
$293,107
0.07% of portfolio
|
Q2 2025
Reduced 24.96%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
505
shares
|
$293,107
0.08% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
505
shares
|
$293,107
0.21% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
504
shares
|
$292,526
0.11% of portfolio
|
Q2 2025
New holding
|