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 |
|---|---|---|---|---|---|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
1,727
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,725
shares
|
$1 Million
0.41% of portfolio
|
Q2 2022
Reduced 17.27%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
1,723
shares
|
$1 Million
0.16% of portfolio
|
Q2 2025
Reduced 28.45%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,721
shares
|
$998,885
0.29% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
1,719
shares
|
$997,724
0.77% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,719
shares
|
$997,724
0.1% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
1,717
shares
|
$996,563
0.31% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,716
shares
|
$995,983
0.6% of portfolio
|
Q2 2025
Reduced 27.69%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
1,715
shares
|
$995,403
0.46% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
1,705
shares
|
$989,599
0.16% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,705
shares
|
$989,599
0.16% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,703
shares
|
$988,438
0.18% of portfolio
|
Q1 2024
Added 1.98%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
1,700
shares
|
$986,697
0.19% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,699
shares
|
$986,116
0.87% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
1,698
shares
|
$985,536
0.1% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
1,697
shares
|
$984,955
0.06% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,696
shares
|
$984,375
0.46% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,695
shares
|
$983,794
0.7% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,692
shares
|
$982,053
0.14% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
1,692
shares
|
$982,053
0.44% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
1,691
shares
|
$981,473
0.42% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,689
shares
|
$980,312
0.07% of portfolio
|
Q4 2023
Reduced 5.17%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
1,688
shares
|
$979,732
0.14% of portfolio
|
Q2 2025
Added 32.39%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,687
shares
|
$979,151
0.08% of portfolio
|
Q2 2025
Added 51.44%
|
|
|
Blackstone Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,686
shares
|
$978,571
0.0% of portfolio
|
Q1 2025
New holding
|