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 |
|---|---|---|---|---|---|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
3,746
shares
|
$2.17 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
3,735
shares
|
$2.17 Million
0.25% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
3,727
shares
|
$2.16 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Jul 18, 2025 Q2 2025 |
3,714
shares
|
$2.16 Million
0.15% of portfolio
|
Q2 2025
Reduced 29.04%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
3,709
shares
|
$2.15 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,692
shares
|
$2.14 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
3,682
shares
|
$2.14 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,682
shares
|
$2.14 Million
0.43% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
3,674
shares
|
$2.13 Million
0.87% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,674
shares
|
$2.13 Million
0.78% of portfolio
|
Q1 2024
Added 8.86%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
3,670
shares
|
$2.13 Million
0.78% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
3,657
shares
|
$2.12 Million
0.98% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,644
shares
|
$2.12 Million
0.18% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
3,640
shares
|
$2.11 Million
1.14% of portfolio
|
Q2 2025
Added 669.56%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
3,639
shares
|
$2.11 Million
0.3% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
3,637
shares
|
$2.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
3,636
shares
|
$2.11 Million
1.07% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
3,632
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2025
Added 19.08%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
3,630
shares
|
$2.11 Million
1.26% of portfolio
|
Q2 2022
Reduced 18.61%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
3,630
shares
|
$2.11 Million
0.23% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
3,627
shares
|
$2.11 Million
1.64% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
3,612
shares
|
$2.1 Million
0.19% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,607
shares
|
$2.09 Million
0.27% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
3,607
shares
|
$2.09 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Jul 15, 2025 Q2 2025 |
3,600
shares
|
$2.09 Million
2.2% of portfolio
|
Q1 2025
Reduced 2.7%
|