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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
400
shares
|
$232,164
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
400
shares
|
$232,164
0.03% of portfolio
|
Q3 2024
Reduced 52.1%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
398
shares
|
$231,003
0.03% of portfolio
|
Q2 2025
Reduced 85.38%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
398
shares
|
$231,003
0.17% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
397
shares
|
$230,422
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
397
shares
|
$230,422
0.05% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
397
shares
|
$230,422
0.08% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
397
shares
|
$230,422
0.04% of portfolio
|
Q2 2025
Reduced 20.76%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
396
shares
|
$229,842
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
394
shares
|
$228,681
0.03% of portfolio
|
Q2 2025
Reduced 64.82%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
394
shares
|
$228,681
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
393
shares
|
$228,101
0.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
393
shares
|
$228,101
0.18% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
392
shares
|
$227,520
0.11% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
392
shares
|
$227,520
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
391
shares
|
$226,940
0.19% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
389
shares
|
$225,779
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
389
shares
|
$225,779
0.08% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
389
shares
|
$225,779
0.1% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
387
shares
|
$224,618
0.09% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
386
shares
|
$224,038
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
385
shares
|
$223,457
0.07% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
384
shares
|
$222,877
0.06% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
383
shares
|
$222,297
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
382
shares
|
$221,716
0.09% of portfolio
|
Q1 2025
New holding
|