MA · News · 20260820N

Institutional Ownership Changes

Mastercard Inc · 2026-08-20 · Importance 31 · Surprise 46

Freedom Day Solutions LLC increased its Mastercard stake by 1,154.6%, purchasing 5,057 shares to hold 5,495 shares during the reported quarter. Ascentis Wealth Management LLC raised its position by 27,363.2%, buying 377,338 shares and ending with 378,717 shares. Cambridge Investment Research Advisors Inc. reduced its second-quarter position by 4.5%, selling 5,617 shares and retaining 117,937 shares. Florida Trust Wealth Management Co. cut its position by 5.1%, selling 4,320 shares and retaining 79,566 shares, while Global Assets Advisory LLC reduced its stake by 36.4%, selling 942 shares and holding 1,647 shares. Berkshire Hathaway exited Mastercard among 16 positions during Greg Abel’s first full quarter of management, according to the report, although the article notes that 13F reporting delays can leave ETF investors holding positions after the underlying sales.

Key facts

• Global Assets Advisory LLC decreased its position in Mastercard Incorporated by 36.4% and owned 1,647 shares after selling 942 shares during the period. source