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 |
|---|---|---|---|---|---|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
423
shares
|
$245,513
0.11% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
422
shares
|
$244,933
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
421
shares
|
$244,352
0.06% of portfolio
|
Q2 2025
Reduced 40.03%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
420
shares
|
$243,772
0.1% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
418
shares
|
$242,611
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
418
shares
|
$242,611
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
416
shares
|
$241,450
0.12% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
416
shares
|
$241,450
0.04% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
416
shares
|
$241,450
0.17% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
416
shares
|
$241,450
0.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
415
shares
|
$240,870
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
415
shares
|
$240,870
0.03% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
414
shares
|
$240,289
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
414
shares
|
$240,289
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
414
shares
|
$240,289
0.03% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
413
shares
|
$239,709
0.04% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
413
shares
|
$239,709
0.04% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
412
shares
|
$239,128
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
412
shares
|
$239,128
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
412
shares
|
$239,128
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
412
shares
|
$239,128
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
412
shares
|
$239,128
0.16% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
411
shares
|
$238,548
0.01% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
410
shares
|
$237,968
0.07% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
408
shares
|
$236,807
0.14% of portfolio
|
Q2 2025
Reduced 2.39%
|