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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
1,591
shares
|
$923,432
0.32% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
1,591
shares
|
$923,432
0.11% of portfolio
|
Q2 2025
Added 32.03%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,591
shares
|
$923,432
0.09% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,591
shares
|
$923,432
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,591
shares
|
$923,432
0.2% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
1,590
shares
|
$922,851
0.31% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,590
shares
|
$922,851
0.06% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
1,585
shares
|
$919,949
0.05% of portfolio
|
Q2 2025
Added 120.75%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,584
shares
|
$919,369
0.55% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
1,584
shares
|
$919,369
0.59% of portfolio
|
Q2 2025
Added 29.31%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
1,582
shares
|
$918,208
0.43% of portfolio
|
Q3 2023
Added 0.64%
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
1,581
shares
|
$917,628
0.29% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
1,578
shares
|
$915,886
0.51% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,578
shares
|
$915,886
0.81% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
1,577
shares
|
$915,306
0.17% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,575
shares
|
$914,145
0.08% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
1,573
shares
|
$912,984
2.77% of portfolio
|
Q3 2023
Reduced 66.24%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$912,404
0.04% of portfolio
|
Q3 2022
Reduced 15.57%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
1,568
shares
|
$910,082
0.57% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
1,565
shares
|
$908,341
0.18% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,560
shares
|
$905,439
0.07% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
1,560
shares
|
$905,439
0.81% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
1,559
shares
|
$904,859
0.17% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
1,550
shares
|
$899,635
0.03% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,550
shares
|
$899,635
0.19% of portfolio
|
Q1 2025
Reduced 1.59%
|