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 |
|---|---|---|---|---|---|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
539
shares
|
$312,840
0.02% of portfolio
|
Q4 2024
Reduced 24.51%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
539
shares
|
$312,840
0.08% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
537
shares
|
$311,680
0.1% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
537
shares
|
$311,680
0.08% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
537
shares
|
$311,680
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
535
shares
|
$310,519
0.05% of portfolio
|
Q1 2025
Added 37.18%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
535
shares
|
$310,519
0.01% of portfolio
|
Q2 2025
Added 27.08%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
535
shares
|
$310,519
0.1% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
534
shares
|
$309,938
0.27% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
534
shares
|
$309,938
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
534
shares
|
$309,938
0.19% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
533
shares
|
$309,358
0.13% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
532
shares
|
$308,778
0.21% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
530
shares
|
$307,617
0.28% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
528
shares
|
$306,456
0.14% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
528
shares
|
$306,456
0.22% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
527
shares
|
$305,876
0.1% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
527
shares
|
$305,876
0.13% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
526
shares
|
$305,295
0.03% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
526
shares
|
$305,295
0.04% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
526
shares
|
$305,295
0.09% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
524
shares
|
$304,134
0.94% of portfolio
|
Q2 2023
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
524
shares
|
$304,134
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
522
shares
|
$302,974
0.21% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
521
shares
|
$302,393
0.07% of portfolio
|
Q2 2025
Reduced 74.31%
|