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 |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
408
shares
|
$236,807
0.03% of portfolio
|
Q1 2025
Reduced 37.61%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
408
shares
|
$236,807
0.17% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
407
shares
|
$236,226
0.11% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
406
shares
|
$235,646
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
405
shares
|
$235,066
0.11% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
405
shares
|
$235,066
0.18% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
404
shares
|
$234,485
0.02% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
404
shares
|
$234,485
0.06% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
404
shares
|
$234,485
0.18% of portfolio
|
Q2 2025
Reduced 28.37%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
404
shares
|
$234,485
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Aug 04, 2025 Q2 2025 |
404
shares
|
$234,485
0.15% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
404
shares
|
$234,485
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
403
shares
|
$233,905
0.02% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
403
shares
|
$233,905
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
403
shares
|
$233,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
403
shares
|
$233,905
0.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
403
shares
|
$233,905
0.08% of portfolio
|
Q2 2025
Added 105.61%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
402
shares
|
$233,324
0.02% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
400
shares
|
$232,164
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
400
shares
|
$232,164
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
400
shares
|
$232,164
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
400
shares
|
$232,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
400
shares
|
$232,164
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
400
shares
|
$232,164
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
400
shares
|
$232,164
0.02% of portfolio
|
Q2 2025
Reduced 86.79%
|