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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
125
shares
|
$72,551
0.02% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
123
shares
|
$71,390
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
120
shares
|
$69,649
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
119
shares
|
$69,068
0.07% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
116
shares
|
$67,327
0.03% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
115
shares
|
$66,747
0.03% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
115
shares
|
$66,747
0.03% of portfolio
|
Q2 2025
Added 26.37%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
110
shares
|
$63,845
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
109
shares
|
$63,264
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
108
shares
|
$62,684
0.02% of portfolio
|
Q2 2025
Added 27.06%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
108
shares
|
$62,684
0.02% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
108
shares
|
$62,684
0.01% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
108
shares
|
$62,684
0.02% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
107
shares
|
$62,103
0.04% of portfolio
|
Q2 2025
Reduced 88.38%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
106
shares
|
$61,523
0.01% of portfolio
|
Q1 2022
Added 24.71%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
105
shares
|
$60,943
0.04% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
105
shares
|
$60,943
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
105
shares
|
$60,943
0.05% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
102
shares
|
$59,201
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$58,041
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$58,041
0.03% of portfolio
|
Q3 2023
Reduced 2.91%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
100
shares
|
$58,041
0.02% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
100
shares
|
$58,041
0.02% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
99
shares
|
$57,460
0.0% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
97
shares
|
$56,299
0.03% of portfolio
|
Q2 2025
Reduced 1.02%
|