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 |
|---|---|---|---|---|---|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
2,848
shares
|
$1.65 Million
1.09% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,848
shares
|
$1.65 Million
0.1% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,840
shares
|
$1.65 Million
0.35% of portfolio
|
Q2 2025
Reduced 43.21%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
2,835
shares
|
$1.65 Million
1.03% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
2,833
shares
|
$1.64 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,833
shares
|
$1.64 Million
1.53% of portfolio
|
Q2 2022
Added 102.65%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,823
shares
|
$1.64 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
2,817
shares
|
$1.64 Million
0.28% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
2,815
shares
|
$1.63 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,803
shares
|
$1.63 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 13, 2025 Q2 2025 |
2,801
shares
|
$1.63 Million
1.21% of portfolio
|
Q1 2024
Reduced 6.73%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
2,793
shares
|
$1.62 Million
0.41% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
2,791
shares
|
$1.62 Million
0.15% of portfolio
|
Q2 2025
Added 664.66%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,779
shares
|
$1.61 Million
0.11% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
2,775
shares
|
$1.61 Million
1.21% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
2,773
shares
|
$1.61 Million
0.42% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
2,767
shares
|
$1.61 Million
1.43% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
2,762
shares
|
$1.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
2,760
shares
|
$1.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,759
shares
|
$1.6 Million
0.57% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
2,751
shares
|
$1.6 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
2,745
shares
|
$1.59 Million
0.15% of portfolio
|
Q2 2025
Added 39.34%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
2,743
shares
|
$1.59 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
2,738
shares
|
$1.59 Million
0.52% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,732
shares
|
$1.59 Million
0.26% of portfolio
|
Q2 2025
Added 4.55%
|