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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
170
shares
|
$98,669
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
167
shares
|
$96,928
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
165
shares
|
$95,767
0.01% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
165
shares
|
$95,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
163
shares
|
$94,606
0.06% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
162
shares
|
$94,026
0.03% of portfolio
|
Q3 2024
Reduced 76.25%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
156
shares
|
$90,543
0.03% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
153
shares
|
$88,802
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
150
shares
|
$87,061
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$87,061
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
145
shares
|
$84,159
0.05% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
145
shares
|
$84,159
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
141
shares
|
$81,837
0.01% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
140
shares
|
$81,257
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
139
shares
|
$80,676
0.03% of portfolio
|
Q2 2025
Reduced 79.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
137
shares
|
$79,516
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
137
shares
|
$79,516
0.03% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
137
shares
|
$79,516
0.02% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
136
shares
|
$78,935
0.03% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
132
shares
|
$76,614
0.03% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
131
shares
|
$76,033
0.03% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
130
shares
|
$75,453
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
128
shares
|
$74,292
0.02% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
125
shares
|
$72,551
0.01% of portfolio
|
Q2 2025
Added 37.36%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
125
shares
|
$72,551
0.01% of portfolio
|
Q1 2025
Added 495.24%
|