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 |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
719
shares
|
$417,314
0.12% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
719
shares
|
$417,314
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
718
shares
|
$416,734
0.01% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
718
shares
|
$416,734
0.05% of portfolio
|
Q2 2025
Reduced 37.94%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
717
shares
|
$416,153
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
714
shares
|
$414,412
0.21% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
714
shares
|
$414,412
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
714
shares
|
$414,412
0.04% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
713
shares
|
$413,832
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
712
shares
|
$413,251
0.15% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
711
shares
|
$412,671
0.12% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Aug 14, 2025 Q2 2025 |
711
shares
|
$412,671
0.02% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
710
shares
|
$412,091
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
708
shares
|
$410,930
0.13% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
705
shares
|
$409,189
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
701
shares
|
$406,867
0.01% of portfolio
|
Q2 2025
Reduced 97.46%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
699
shares
|
$405,706
0.1% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
699
shares
|
$405,706
0.3% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
698
shares
|
$405,126
0.1% of portfolio
|
Q2 2025
Added 73.2%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
698
shares
|
$405,126
0.07% of portfolio
|
Q2 2025
Added 71.5%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
698
shares
|
$405,126
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
697
shares
|
$404,545
0.01% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
696
shares
|
$403,965
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
695
shares
|
$403,384
0.21% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
695
shares
|
$403,384
0.1% of portfolio
|
Q2 2025
Added 2.06%
|