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 |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
32
shares
|
$18,573
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
32
shares
|
$18,573
0.01% of portfolio
|
Q4 2024
Reduced 70.64%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
31
shares
|
$17,992
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
31
shares
|
$17,992
0.01% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
30
shares
|
$17,412
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30
shares
|
$17,412
0.0% of portfolio
|
Q4 2024
Added 57.89%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
30
shares
|
$17,412
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
29
shares
|
$16,831
0.0% of portfolio
|
Q2 2025
Added 107.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
28
shares
|
$16,251
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
28
shares
|
$16,251
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
28
shares
|
$16,251
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
27
shares
|
$15,671
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
27
shares
|
$15,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
26
shares
|
$15,090
0.0% of portfolio
|
Q1 2025
Reduced 91.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
24
shares
|
$13,929
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
23
shares
|
$13,349
0.0% of portfolio
|
Q2 2021
Reduced 30.3%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
23
shares
|
$13,349
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
23
shares
|
$13,349
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
22
shares
|
$12,769
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
22
shares
|
$12,769
0.0% of portfolio
|
Q2 2025
Reduced 79.82%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
22
shares
|
$12,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
22
shares
|
$12,769
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
21
shares
|
$12,188
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
21
shares
|
$12,188
0.01% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
20
shares
|
$11,608
0.01% of portfolio
|
Q4 2024
Reduced 23.08%
|