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 |
|---|---|---|---|---|---|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
4,026
shares
|
$2.34 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
4,019
shares
|
$2.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 84.54%
|
|
|
Matthew 25 Management Corp
|
Aug 05, 2025 Q2 2025 |
4,000
shares
|
$2.32 Million
0.8% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
High Vista Strategies LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$2.32 Million
0.93% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
3,996
shares
|
$2.32 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
3,983
shares
|
$2.31 Million
3.28% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,979
shares
|
$2.31 Million
0.16% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,979
shares
|
$2.31 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
3,975
shares
|
$2.31 Million
0.3% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,968
shares
|
$2.3 Million
0.71% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,962
shares
|
$2.3 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
3,959
shares
|
$2.3 Million
1.26% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
3,944
shares
|
$2.29 Million
0.92% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,943
shares
|
$2.29 Million
0.29% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
3,938
shares
|
$2.29 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
3,938
shares
|
$2.29 Million
0.55% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
3,933
shares
|
$2.28 Million
0.5% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
3,917
shares
|
$2.27 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jul 17, 2025 Q2 2025 |
3,915
shares
|
$2.27 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
3,914
shares
|
$2.27 Million
1.93% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,908
shares
|
$2.27 Million
0.07% of portfolio
|
Q2 2024
Added 8.74%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,907
shares
|
$2.27 Million
0.27% of portfolio
|
Q2 2025
Reduced 13.66%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,884
shares
|
$2.25 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,879
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
3,869
shares
|
$2.25 Million
0.11% of portfolio
|
Q2 2025
Added 41.88%
|