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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
300
shares
|
$174,123
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
300
shares
|
$174,123
0.01% of portfolio
|
Q3 2020
Reduced 40.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
281
shares
|
$163,095
0.09% of portfolio
|
Q2 2025
Added 66.27%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
276
shares
|
$160,193
0.1% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
270
shares
|
$156,710
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
270
shares
|
$156,710
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
270
shares
|
$156,710
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
269
shares
|
$156,130
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
266
shares
|
$154,389
0.19% of portfolio
|
Q3 2022
Reduced 8.59%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
258
shares
|
$149,745
0.01% of portfolio
|
Q2 2021
Added 75.51%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
253
shares
|
$146,843
0.11% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
252
shares
|
$146,263
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
250
shares
|
$145,102
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
250
shares
|
$145,102
1.84% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
246
shares
|
$142,780
0.01% of portfolio
|
Q2 2024
Reduced 44.72%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
245
shares
|
$142,200
0.01% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
240
shares
|
$139,298
0.03% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
238
shares
|
$138,137
0.07% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
235
shares
|
$136,396
0.03% of portfolio
|
Q2 2025
Reduced 32.28%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
228
shares
|
$132,333
0.02% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
228
shares
|
$132,333
0.01% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
225
shares
|
$130,592
0.04% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
225
shares
|
$130,592
0.06% of portfolio
|
Q2 2025
Added 22400.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
225
shares
|
$130,592
0.09% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
223
shares
|
$129,431
0.0% of portfolio
|
Q2 2025
Added 869.57%
|