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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
359
shares
|
$208,367
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
357
shares
|
$207,206
0.11% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
357
shares
|
$207,206
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
354
shares
|
$205,465
0.17% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
353
shares
|
$204,884
0.03% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
353
shares
|
$204,884
0.07% of portfolio
|
Q3 2023
Added 39.53%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
352
shares
|
$204,304
0.08% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
351
shares
|
$203,723
0.16% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
350
shares
|
$203,143
0.03% of portfolio
|
Q2 2025
Reduced 38.38%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
350
shares
|
$203,143
0.06% of portfolio
|
Q2 2025
Added 13.27%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
339
shares
|
$196,758
0.02% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
336
shares
|
$195,017
0.01% of portfolio
|
Q3 2023
Reduced 0.88%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
335
shares
|
$194,437
0.05% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
328
shares
|
$190,374
0.04% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
324
shares
|
$188,052
0.04% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
321
shares
|
$186,311
0.07% of portfolio
|
Q2 2025
Added 352.11%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
320
shares
|
$185,731
0.01% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
320
shares
|
$185,731
0.13% of portfolio
|
Q2 2025
Added 57.64%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
317
shares
|
$183,989
0.0% of portfolio
|
Q2 2025
Reduced 54.32%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
315
shares
|
$182,829
0.1% of portfolio
|
Q2 2025
Reduced 23.36%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
310
shares
|
$179,927
0.08% of portfolio
|
Q2 2024
Reduced 83.84%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
309
shares
|
$179,346
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
308
shares
|
$178,766
0.06% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
302
shares
|
$175,283
0.02% of portfolio
|
Q2 2025
Added 158.12%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
300
shares
|
$174,123
0.07% of portfolio
|
Q2 2022
Reduced 4.46%
|