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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
223
shares
|
$129,431
0.03% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
221
shares
|
$128,270
0.06% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
220
shares
|
$127,690
0.02% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
217
shares
|
$125,948
0.02% of portfolio
|
Q2 2022
Added 13.02%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
212
shares
|
$123,046
0.06% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
211
shares
|
$122,466
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
210
shares
|
$121,886
0.09% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
209
shares
|
$121,305
0.05% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
208
shares
|
$120,725
0.1% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
205
shares
|
$118,984
0.06% of portfolio
|
Q4 2022
Reduced 42.25%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
203
shares
|
$117,823
0.03% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
200
shares
|
$116,082
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
200
shares
|
$116,082
0.14% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
195
shares
|
$113,179
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
191
shares
|
$110,858
0.02% of portfolio
|
Q2 2025
Added 81.9%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
190
shares
|
$110,277
0.02% of portfolio
|
Q2 2025
Reduced 49.87%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
189
shares
|
$109,697
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
188
shares
|
$109,117
0.08% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
185
shares
|
$107,375
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
183
shares
|
$106,215
0.04% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
183
shares
|
$106,215
0.04% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
178
shares
|
$103,312
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
176
shares
|
$102,152
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
175
shares
|
$101,571
0.03% of portfolio
|
Q1 2022
Reduced 18.6%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
173
shares
|
$100,410
0.04% of portfolio
|
Q2 2025
Reduced 95.43%
|