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 |
|---|---|---|---|---|---|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
2,515
shares
|
$1.46 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
2,509
shares
|
$1.46 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
2,506
shares
|
$1.45 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,506
shares
|
$1.45 Million
0.09% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,505
shares
|
$1.45 Million
0.53% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
2,502
shares
|
$1.45 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,502
shares
|
$1.45 Million
0.1% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
2,496
shares
|
$1.45 Million
1.35% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
2,492
shares
|
$1.45 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
2,491
shares
|
$1.45 Million
0.19% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
2,488
shares
|
$1.44 Million
0.4% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
2,487
shares
|
$1.44 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,482
shares
|
$1.44 Million
0.55% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
2,481
shares
|
$1.44 Million
0.87% of portfolio
|
Q2 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
2,479
shares
|
$1.44 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,478
shares
|
$1.44 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
2,474
shares
|
$1.44 Million
0.33% of portfolio
|
Q2 2025
Added 13.07%
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
2,471
shares
|
$1.43 Million
0.69% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
2,467
shares
|
$1.43 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,465
shares
|
$1.43 Million
0.1% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
2,464
shares
|
$1.43 Million
0.19% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
2,461
shares
|
$1.43 Million
0.2% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
2,460
shares
|
$1.43 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
2,460
shares
|
$1.43 Million
0.6% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
2,460
shares
|
$1.43 Million
0.27% of portfolio
|
Q2 2025
Reduced 22.05%
|