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 |
---|---|---|---|---|---|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
73
shares
|
$42,369
0.01% of portfolio
|
Q2 2024
Reduced 29.13%
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
72
shares
|
$41,789
0.03% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
71
shares
|
$41,209
0.01% of portfolio
|
Q2 2025
Added 42.0%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
71
shares
|
$41,209
0.02% of portfolio
|
Q1 2022
Added 47.92%
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
70
shares
|
$40,628
0.0% of portfolio
|
Q4 2024
Reduced 97.88%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
70
shares
|
$40,628
0.02% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
70
shares
|
$40,628
0.02% of portfolio
|
Q2 2025
New holding
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
67
shares
|
$38,887
0.02% of portfolio
|
Q2 2025
New holding
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
66
shares
|
$38,307
0.03% of portfolio
|
Q1 2025
New holding
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
65
shares
|
$37,726
0.01% of portfolio
|
Q2 2025
Reduced 47.15%
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
65
shares
|
$37,726
0.08% of portfolio
|
Q1 2023
Reduced 99.0%
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
65
shares
|
$37,726
0.1% of portfolio
|
Q2 2025
New holding
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
64
shares
|
$37,146
0.03% of portfolio
|
Q4 2024
New holding
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
63
shares
|
$36,565
0.01% of portfolio
|
Q2 2022
New holding
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
63
shares
|
$36,565
0.02% of portfolio
|
Q3 2023
Added 1.61%
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
63
shares
|
$36,565
0.01% of portfolio
|
Q2 2025
Added 1.61%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
61
shares
|
$35,405
0.01% of portfolio
|
Q2 2025
Added 45.24%
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
60
shares
|
$34,824
0.02% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
59
shares
|
$34,244
0.01% of portfolio
|
Q3 2024
Added 3.51%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
59
shares
|
$34,244
0.01% of portfolio
|
Q2 2024
Reduced 41.0%
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
56
shares
|
$32,502
0.02% of portfolio
|
Q2 2025
New holding
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
56
shares
|
$32,502
0.02% of portfolio
|
Q1 2025
New holding
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
53
shares
|
$30,761
0.01% of portfolio
|
N/A
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
53
shares
|
$30,761
0.01% of portfolio
|
Q1 2023
New holding
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
53
shares
|
$30,761
0.03% of portfolio
|
Q1 2025
Added 51.43%
|