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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
4,730
shares
|
$2.75 Million
0.19% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
4,730
shares
|
$2.75 Million
1.66% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
4,728
shares
|
$2.74 Million
0.61% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,728
shares
|
$2.74 Million
0.21% of portfolio
|
Q2 2025
Added 171.88%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
4,724
shares
|
$2.74 Million
0.8% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
4,719
shares
|
$2.74 Million
0.48% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
4,718
shares
|
$2.74 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
4,716
shares
|
$2.74 Million
0.08% of portfolio
|
Q2 2025
Reduced 26.63%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,715
shares
|
$2.74 Million
0.48% of portfolio
|
Q2 2025
Added 2504.97%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
4,715
shares
|
$2.74 Million
0.65% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
4,696
shares
|
$2.73 Million
0.16% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,688
shares
|
$2.72 Million
0.15% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
4,682
shares
|
$2.72 Million
1.69% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
4,678
shares
|
$2.72 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
4,674
shares
|
$2.71 Million
0.18% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
4,671
shares
|
$2.71 Million
0.3% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
4,671
shares
|
$2.71 Million
1.26% of portfolio
|
Q2 2025
Added 45.29%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
4,657
shares
|
$2.7 Million
1.56% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,656
shares
|
$2.7 Million
0.24% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
4,648
shares
|
$2.7 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,642
shares
|
$2.69 Million
0.96% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
4,635
shares
|
$2.69 Million
1.82% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,634
shares
|
$2.69 Million
0.25% of portfolio
|
Q2 2025
Reduced 42.96%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
4,626
shares
|
$2.68 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
4,589
shares
|
$2.66 Million
0.69% of portfolio
|
Q2 2025
Added 0.02%
|