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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,288
shares
|
$747,568
0.09% of portfolio
|
Q2 2025
Added 34.45%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,288
shares
|
$747,568
0.12% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
1,287
shares
|
$746,987
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,282
shares
|
$744,085
0.12% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
1,282
shares
|
$744,085
0.19% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
1,280
shares
|
$742,924
0.09% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
1,276
shares
|
$740,603
0.28% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,274
shares
|
$739,442
0.15% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,272
shares
|
$738,281
0.05% of portfolio
|
Q2 2023
Added 10.03%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,272
shares
|
$738,281
0.05% of portfolio
|
Q2 2023
Added 10.03%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,271
shares
|
$737,701
0.69% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
1,264
shares
|
$733,638
0.63% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
1,263
shares
|
$733,057
0.18% of portfolio
|
Q2 2025
Reduced 40.37%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,262
shares
|
$732,477
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
1,261
shares
|
$731,897
0.35% of portfolio
|
Q2 2025
Reduced 91.12%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,260
shares
|
$731,316
0.42% of portfolio
|
Q1 2022
New holding
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
1,259
shares
|
$730,736
0.12% of portfolio
|
Q2 2025
Added 75.1%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
1,259
shares
|
$730,736
0.04% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,255
shares
|
$728,414
0.06% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,255
shares
|
$728,414
0.17% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,252
shares
|
$726,673
0.03% of portfolio
|
Q3 2022
Reduced 5.44%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
1,252
shares
|
$726,673
0.54% of portfolio
|
Q2 2022
Added 15.18%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
1,250
shares
|
$725,512
0.09% of portfolio
|
Q2 2022
Added 115.52%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
1,250
shares
|
$725,512
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,247
shares
|
$723,771
0.04% of portfolio
|
Q2 2023
Added 92.74%
|