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 |
|---|---|---|---|---|---|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
370
shares
|
$214,751
0.12% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
370
shares
|
$214,751
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
370
shares
|
$214,751
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
370
shares
|
$214,751
0.13% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
370
shares
|
$214,751
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
369
shares
|
$214,171
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
368
shares
|
$213,590
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
368
shares
|
$213,590
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
368
shares
|
$213,590
0.02% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
368
shares
|
$213,590
0.04% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
367
shares
|
$213,010
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
367
shares
|
$213,010
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
366
shares
|
$212,430
0.03% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
366
shares
|
$212,430
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
365
shares
|
$211,849
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
365
shares
|
$211,849
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
364
shares
|
$211,269
0.08% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
364
shares
|
$211,269
0.12% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
364
shares
|
$211,269
0.02% of portfolio
|
Q2 2025
Reduced 91.61%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
364
shares
|
$211,269
0.05% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
363
shares
|
$210,688
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
363
shares
|
$210,688
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
362
shares
|
$210,108
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
361
shares
|
$209,528
0.11% of portfolio
|
Q4 2024
Reduced 60.63%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
361
shares
|
$209,528
0.04% of portfolio
|
Q2 2025
New holding
|