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 |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,117
shares
|
$648,317
0.23% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
1,116
shares
|
$647,737
0.2% of portfolio
|
Q2 2025
Added 47.04%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,116
shares
|
$647,737
0.28% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,107
shares
|
$642,513
0.04% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,107
shares
|
$642,513
0.06% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
1,105
shares
|
$641,353
0.09% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
1,103
shares
|
$640,192
0.16% of portfolio
|
Q2 2025
Reduced 76.51%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
1,103
shares
|
$640,192
0.15% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
1,102
shares
|
$639,611
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
1,100
shares
|
$638,451
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,100
shares
|
$638,451
0.18% of portfolio
|
Q3 2020
Reduced 27.39%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
1,100
shares
|
$638,451
0.27% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$638,451
0.11% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
1,099
shares
|
$637,870
0.05% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,098
shares
|
$637,290
0.04% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
1,096
shares
|
$636,129
0.2% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
1,091
shares
|
$633,227
0.11% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
1,088
shares
|
$631,486
0.34% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,087
shares
|
$630,905
0.06% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,085
shares
|
$629,744
0.21% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
1,085
shares
|
$629,744
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
1,084
shares
|
$629,164
0.07% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,082
shares
|
$628,003
0.14% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
1,079
shares
|
$626,262
0.02% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,079
shares
|
$626,262
0.02% of portfolio
|
Q2 2025
Added 4.55%
|