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 |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
1,079
shares
|
$626,262
0.37% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
1,079
shares
|
$626,262
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
1,076
shares
|
$624,521
0.09% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,074
shares
|
$623,360
0.18% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
1,073
shares
|
$622,779
0.02% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
1,073
shares
|
$622,779
0.25% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
1,071
shares
|
$621,619
0.57% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
1,069
shares
|
$620,458
0.2% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,067
shares
|
$619,297
0.25% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
1,064
shares
|
$617,556
0.01% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
1,061
shares
|
$615,815
0.14% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
1,059
shares
|
$614,654
0.19% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,057
shares
|
$613,493
0.56% of portfolio
|
Q4 2022
Added 2.42%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
1,057
shares
|
$613,493
0.36% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
1,057
shares
|
$613,493
0.05% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,056
shares
|
$612,912
0.63% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Conestoga Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,055
shares
|
$612,332
0.01% of portfolio
|
Q2 2024
Added 4.98%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
1,049
shares
|
$608,850
0.2% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
1,049
shares
|
$608,850
0.19% of portfolio
|
Q2 2025
Added 25.33%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,048
shares
|
$608,269
0.53% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
1,047
shares
|
$607,689
0.28% of portfolio
|
Q1 2023
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,043
shares
|
$605,367
0.02% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
1,042
shares
|
$604,787
0.28% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
1,041
shares
|
$604,206
0.59% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
1,040
shares
|
$603,626
0.35% of portfolio
|
Q2 2025
Added 8.33%
|