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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
51
shares
|
$29,600
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
50
shares
|
$29,020
0.05% of portfolio
|
Q2 2025
Reduced 93.39%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
50
shares
|
$29,020
0.01% of portfolio
|
Q2 2021
Reduced 57.63%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
49
shares
|
$28,440
0.01% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
48
shares
|
$27,859
0.01% of portfolio
|
Q2 2025
Reduced 74.87%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
46
shares
|
$26,698
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
46
shares
|
$26,698
0.0% of portfolio
|
Q1 2024
Reduced 24.59%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
44
shares
|
$25,538
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
44
shares
|
$25,538
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
44
shares
|
$25,538
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$24,957
0.02% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
41
shares
|
$23,796
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
40
shares
|
$23,216
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
40
shares
|
$23,216
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
40
shares
|
$23,216
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
39
shares
|
$22,635
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
38
shares
|
$22,055
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
38
shares
|
$22,055
0.02% of portfolio
|
Q1 2024
Reduced 28.3%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
38
shares
|
$22,055
0.01% of portfolio
|
Q2 2025
Reduced 87.86%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
38
shares
|
$22,055
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
36
shares
|
$20,894
0.01% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
36
shares
|
$20,894
0.01% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
35
shares
|
$20,314
0.01% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
34
shares
|
$19,733
0.01% of portfolio
|
Q3 2024
Reduced 17.07%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
34
shares
|
$19,733
0.01% of portfolio
|
Q4 2024
New holding
|