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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2,603
shares
|
$1.51 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,602
shares
|
$1.51 Million
0.15% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
2,596
shares
|
$1.51 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
2,592
shares
|
$1.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
2,590
shares
|
$1.5 Million
0.16% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
2,586
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Added 58.17%
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
2,584
shares
|
$1.5 Million
0.91% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,574
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Reduced 93.18%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,573
shares
|
$1.49 Million
0.4% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
2,561
shares
|
$1.49 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
2,558
shares
|
$1.48 Million
0.9% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
2,558
shares
|
$1.48 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,555
shares
|
$1.48 Million
0.48% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,548
shares
|
$1.48 Million
0.25% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
2,544
shares
|
$1.48 Million
0.17% of portfolio
|
Q2 2025
Added 147.47%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
2,540
shares
|
$1.47 Million
0.3% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
2,540
shares
|
$1.47 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,538
shares
|
$1.47 Million
0.21% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
2,536
shares
|
$1.47 Million
0.42% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,530
shares
|
$1.47 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
2,528
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,528
shares
|
$1.47 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jul 25, 2025 Q2 2025 |
2,526
shares
|
$1.47 Million
0.79% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
2,522
shares
|
$1.46 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,521
shares
|
$1.46 Million
0.26% of portfolio
|
Q4 2022
New holding
|