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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2,248
shares
|
$1.3 Million
0.44% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
2,240
shares
|
$1.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 69.8%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,237
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
2,237
shares
|
$1.3 Million
0.47% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
2,236
shares
|
$1.3 Million
1.02% of portfolio
|
Q2 2025
Added 205.05%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,235
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
2,234
shares
|
$1.3 Million
0.45% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
2,220
shares
|
$1.29 Million
0.31% of portfolio
|
Q4 2024
Added 73900.0%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
2,220
shares
|
$1.29 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
2,217
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
2,209
shares
|
$1.28 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
2,208
shares
|
$1.28 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
2,202
shares
|
$1.28 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,200
shares
|
$1.28 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Aug 08, 2025 Q2 2025 |
2,200
shares
|
$1.28 Million
0.9% of portfolio
|
Q2 2025
Reduced 37.14%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,198
shares
|
$1.28 Million
0.63% of portfolio
|
Q2 2025
Added 31.77%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,193
shares
|
$1.27 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
2,181
shares
|
$1.27 Million
0.93% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,175
shares
|
$1.26 Million
0.29% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
2,171
shares
|
$1.26 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
2,165
shares
|
$1.26 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
2,160
shares
|
$1.25 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
2,158
shares
|
$1.25 Million
0.39% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
2,156
shares
|
$1.25 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
2,154
shares
|
$1.25 Million
0.26% of portfolio
|
Q2 2025
Added 0.8%
|