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 |
|---|---|---|---|---|---|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
2,061
shares
|
$1.2 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
2,059
shares
|
$1.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 21.68%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
2,054
shares
|
$1.19 Million
0.59% of portfolio
|
Q2 2025
Added 72.46%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
2,053
shares
|
$1.19 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
2,053
shares
|
$1.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,050
shares
|
$1.19 Million
0.58% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
2,049
shares
|
$1.19 Million
0.45% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
2,046
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
2,044
shares
|
$1.19 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
2,039
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,038
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
2,035
shares
|
$1.18 Million
0.26% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Jul 24, 2025 Q2 2025 |
2,035
shares
|
$1.18 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,029
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
2,022
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
2,014
shares
|
$1.17 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
2,011
shares
|
$1.17 Million
0.75% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,007
shares
|
$1.16 Million
0.18% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,005
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,003
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Added 25.03%
|
|
|
Absher Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,002
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,000
shares
|
$1.16 Million
0.71% of portfolio
|
Q2 2022
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
1,998
shares
|
$1.16 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
1,993
shares
|
$1.16 Million
0.26% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
1,987
shares
|
$1.15 Million
0.43% of portfolio
|
Q2 2025
Reduced 99.81%
|