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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,985
shares
|
$1.15 Million
0.21% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
1,978
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2023
Added 16.15%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
1,972
shares
|
$1.14 Million
0.86% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
1,971
shares
|
$1.14 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,966
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2022
Added 31.68%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,966
shares
|
$1.14 Million
0.86% of portfolio
|
Q4 2024
Reduced 32.11%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,961
shares
|
$1.14 Million
0.15% of portfolio
|
Q2 2025
Added 21.73%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,959
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,953
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2022
Added 1.03%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
1,953
shares
|
$1.13 Million
0.27% of portfolio
|
Q2 2025
Added 319.1%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
1,950
shares
|
$1.13 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,947
shares
|
$1.13 Million
0.24% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,946
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
1,944
shares
|
$1.13 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
1,937
shares
|
$1.12 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,934
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
1,932
shares
|
$1.12 Million
0.9% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,931
shares
|
$1.12 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,929
shares
|
$1.12 Million
0.16% of portfolio
|
Q2 2022
Reduced 2.38%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,928
shares
|
$1.12 Million
0.21% of portfolio
|
Q4 2024
Added 68.38%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
1,928
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,927
shares
|
$1.12 Million
0.29% of portfolio
|
Q1 2025
Added 61.12%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,924
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2025
Added 56.81%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
1,913
shares
|
$1.11 Million
0.81% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,908
shares
|
$1.11 Million
1.13% of portfolio
|
Q1 2025
Reduced 26.59%
|