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 |
|---|---|---|---|---|---|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
1,908
shares
|
$1.11 Million
0.86% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
1,907
shares
|
$1.11 Million
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,904
shares
|
$1.11 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
1,902
shares
|
$1.1 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
1,897
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
1,896
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,890
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2022
Reduced 17.32%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,890
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,889
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
1,888
shares
|
$1.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,885
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2025
Added 26.94%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,883
shares
|
$1.09 Million
0.89% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
1,882
shares
|
$1.09 Million
0.26% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,881
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,880
shares
|
$1.09 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
1,873
shares
|
$1.09 Million
0.83% of portfolio
|
Q4 2022
Reduced 2.8%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
1,867
shares
|
$1.08 Million
0.49% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,864
shares
|
$1.08 Million
0.53% of portfolio
|
Q2 2025
Added 37.97%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
1,861
shares
|
$1.08 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,854
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,850
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
1,850
shares
|
$1.07 Million
0.49% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
1,848
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
1,847
shares
|
$1.07 Million
0.73% of portfolio
|
Q3 2022
Reduced 0.75%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
1,845
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2025
Added 8.59%
|