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 |
|---|---|---|---|---|---|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
502
shares
|
$291,365
0.19% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
502
shares
|
$291,365
0.08% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
501
shares
|
$290,785
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
501
shares
|
$290,785
0.08% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
500
shares
|
$290,205
0.11% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$290,205
0.15% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Jul 31, 2025 Q2 2025 |
500
shares
|
$290,205
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
500
shares
|
$290,205
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
500
shares
|
$290,205
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
500
shares
|
$290,205
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
499
shares
|
$289,624
0.06% of portfolio
|
Q2 2025
Reduced 18.99%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
498
shares
|
$289,044
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
497
shares
|
$288,463
0.07% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
496
shares
|
$287,883
0.06% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
496
shares
|
$287,883
0.05% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
495
shares
|
$287,302
0.02% of portfolio
|
Q2 2025
Added 52.31%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
495
shares
|
$287,302
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
495
shares
|
$287,302
0.06% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
494
shares
|
$286,722
0.04% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
494
shares
|
$286,722
0.06% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
491
shares
|
$284,981
0.08% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
491
shares
|
$284,981
0.3% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
490
shares
|
$284,400
0.07% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
490
shares
|
$284,400
0.28% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
490
shares
|
$284,400
0.09% of portfolio
|
Q2 2025
Added 0.2%
|