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 |
|---|---|---|---|---|---|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
2,457
shares
|
$1.43 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
2,450
shares
|
$1.42 Million
0.3% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
2,441
shares
|
$1.42 Million
1.29% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,441
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
2,438
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2025
Added 34.4%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,438
shares
|
$1.42 Million
0.21% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,438
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
2,437
shares
|
$1.41 Million
0.22% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,437
shares
|
$1.41 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
2,434
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
2,434
shares
|
$1.41 Million
0.32% of portfolio
|
Q2 2025
Added 103.85%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
2,430
shares
|
$1.41 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,429
shares
|
$1.41 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,429
shares
|
$1.41 Million
0.41% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
2,426
shares
|
$1.41 Million
0.83% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
2,424
shares
|
$1.41 Million
0.86% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
2,414
shares
|
$1.4 Million
1.22% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
2,410
shares
|
$1.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,407
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
2,402
shares
|
$1.39 Million
0.6% of portfolio
|
Q2 2025
Added 42.89%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,399
shares
|
$1.39 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,395
shares
|
$1.39 Million
0.91% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
2,394
shares
|
$1.39 Million
0.13% of portfolio
|
N/A
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
2,392
shares
|
$1.39 Million
0.44% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,391
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.04%
|