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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
477
shares
|
$276,855
0.05% of portfolio
|
Q2 2025
Reduced 27.62%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
477
shares
|
$276,855
0.02% of portfolio
|
Q2 2025
Reduced 29.85%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
477
shares
|
$276,855
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
476
shares
|
$276,275
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
474
shares
|
$275,114
0.31% of portfolio
|
Q2 2025
Reduced 48.25%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
473
shares
|
$274,533
0.01% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
473
shares
|
$274,533
0.04% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
473
shares
|
$274,533
0.07% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
473
shares
|
$274,533
0.14% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
473
shares
|
$274,533
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
471
shares
|
$273,373
0.09% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
470
shares
|
$272,792
0.14% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
469
shares
|
$272,212
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
469
shares
|
$272,212
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
467
shares
|
$271,051
0.15% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
467
shares
|
$271,051
0.01% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
467
shares
|
$271,051
0.07% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
466
shares
|
$270,471
0.05% of portfolio
|
Q2 2025
Reduced 94.93%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
465
shares
|
$269,890
0.03% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
465
shares
|
$269,890
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
465
shares
|
$269,890
0.13% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
463
shares
|
$268,729
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
462
shares
|
$268,149
0.03% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
460
shares
|
$266,988
0.13% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
460
shares
|
$266,988
0.04% of portfolio
|
Q2 2024
Added 6.73%
|