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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
7,535
shares
|
$4.37 Million
0.23% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
7,525
shares
|
$4.37 Million
2.8% of portfolio
|
Q1 2025
Reduced 31.15%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
7,495
shares
|
$4.35 Million
0.34% of portfolio
|
Q2 2025
Reduced 25.59%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
7,490
shares
|
$4.35 Million
1.41% of portfolio
|
Q1 2025
Reduced 24.76%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
7,476
shares
|
$4.34 Million
2.01% of portfolio
|
Q3 2022
Reduced 1.28%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,446
shares
|
$4.32 Million
2.31% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
7,443
shares
|
$4.32 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
7,427
shares
|
$4.31 Million
0.14% of portfolio
|
Q2 2025
Added 62.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,427
shares
|
$4.31 Million
0.21% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
7,366
shares
|
$4.28 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 01, 2025 Q2 2025 |
7,364
shares
|
$4.27 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
7,363
shares
|
$4.27 Million
1.72% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
7,362
shares
|
$4.27 Million
1.82% of portfolio
|
Q2 2025
Reduced 24.93%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
7,361
shares
|
$4.27 Million
2.69% of portfolio
|
Q3 2023
Reduced 6.37%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
7,358
shares
|
$4.27 Million
0.58% of portfolio
|
Q2 2024
Reduced 14.99%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
7,352
shares
|
$4.27 Million
0.6% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,345
shares
|
$4.26 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
May 09, 2025 Q1 2025 |
7,300
shares
|
$4.24 Million
1.74% of portfolio
|
Q3 2024
Reduced 45.72%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
7,297
shares
|
$4.24 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7,287
shares
|
$4.23 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,272
shares
|
$4.22 Million
0.3% of portfolio
|
Q3 2022
Reduced 27.06%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,261
shares
|
$4.21 Million
1.17% of portfolio
|
Q2 2025
Added 39.13%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
7,228
shares
|
$4.2 Million
6.61% of portfolio
|
Q3 2022
Reduced 7.81%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
7,222
shares
|
$4.19 Million
0.28% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
7,183
shares
|
$4.17 Million
0.81% of portfolio
|
Q2 2025
Reduced 6.03%
|