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 |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
93
shares
|
$53,978
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
93
shares
|
$53,978
0.04% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
91
shares
|
$52,817
0.02% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
91
shares
|
$52,817
0.02% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
90
shares
|
$52,236
0.0% of portfolio
|
Q1 2025
Added 181.25%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
90
shares
|
$52,236
0.03% of portfolio
|
Q2 2025
Added 291.3%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
90
shares
|
$52,236
0.05% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
87
shares
|
$50,495
0.02% of portfolio
|
Q2 2024
Added 33.85%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
87
shares
|
$50,495
0.04% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
82
shares
|
$47,593
0.04% of portfolio
|
Q3 2022
Reduced 23.36%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
82
shares
|
$47,593
0.02% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
81
shares
|
$47,013
0.02% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
81
shares
|
$47,013
0.04% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
80
shares
|
$46,432
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$45,852
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
79
shares
|
$45,852
0.03% of portfolio
|
Q1 2025
Reduced 67.09%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
78
shares
|
$45,271
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
77
shares
|
$44,691
0.01% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
76
shares
|
$44,111
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
75
shares
|
$43,530
0.04% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
75
shares
|
$43,530
0.01% of portfolio
|
Q2 2025
Added 53.06%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
75
shares
|
$43,530
0.02% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
74
shares
|
$42,950
0.01% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
74
shares
|
$42,950
0.0% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
73
shares
|
$42,369
0.01% of portfolio
|
Q2 2025
Reduced 45.11%
|