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 |
|---|---|---|---|---|---|
|
Brandywine Managers, LLC
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
1,785
shares
|
$1.04 Million
1.0% of portfolio
|
Q2 2023
Reduced 35.09%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,785
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
1,780
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
1,779
shares
|
$1.03 Million
0.26% of portfolio
|
Q2 2025
Reduced 20.22%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,778
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
1,777
shares
|
$1.03 Million
0.92% of portfolio
|
Q2 2025
Added 17.84%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
1,775
shares
|
$1.03 Million
0.34% of portfolio
|
Q2 2025
Added 35.19%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
1,774
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
1,768
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.86%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,755
shares
|
$1.02 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,755
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,748
shares
|
$1.01 Million
0.61% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,746
shares
|
$1.01 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
1,743
shares
|
$1.01 Million
0.27% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
1,743
shares
|
$1.01 Million
0.76% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,742
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
1,741
shares
|
$1.01 Million
0.9% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,739
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,737
shares
|
$1.01 Million
0.42% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,736
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
1,736
shares
|
$1.01 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
1,734
shares
|
$1.01 Million
0.41% of portfolio
|
Q2 2025
Added 17.32%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,732
shares
|
$1.01 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,729
shares
|
$1 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
1,728
shares
|
$1 Million
0.13% of portfolio
|
Q1 2024
Reduced 11.52%
|