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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
35,138
shares
|
$20.4 Million
0.48% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
35,138
shares
|
$20.4 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
35,121
shares
|
$20.4 Million
0.81% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,100
shares
|
$20.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
35,089
shares
|
$20.4 Million
0.62% of portfolio
|
Q2 2025
Added 166.57%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
34,833
shares
|
$20.2 Million
2.18% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
34,680
shares
|
$20.1 Million
0.44% of portfolio
|
Q2 2025
Reduced 45.9%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
34,577
shares
|
$20.1 Million
0.35% of portfolio
|
Q1 2023
Added 1816.69%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
34,552
shares
|
$20.1 Million
1.25% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Thames Capital Management LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
34,423
shares
|
$20 Million
5.34% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
34,365
shares
|
$19.9 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
34,104
shares
|
$19.8 Million
2.84% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
34,016
shares
|
$19.7 Million
0.29% of portfolio
|
Q3 2022
Reduced 9.64%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Aug 07, 2025 Q2 2025 |
34,001
shares
|
$19.7 Million
4.9% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
33,940
shares
|
$19.7 Million
0.32% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
33,909
shares
|
$19.7 Million
0.82% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
Aug 04, 2025 Q2 2025 |
33,759
shares
|
$19.6 Million
4.93% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
33,729
shares
|
$19.6 Million
0.51% of portfolio
|
Q3 2021
Reduced 2.71%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
33,460
shares
|
$19.4 Million
10.27% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
33,410
shares
|
$19.4 Million
5.92% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
33,061
shares
|
$19.2 Million
2.97% of portfolio
|
Q1 2025
Added 134.46%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
32,928
shares
|
$19.1 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Oak Associates LTD
Akron, OH |
Aug 12, 2025 Q2 2025 |
32,884
shares
|
$19.1 Million
1.23% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
32,848
shares
|
$19.1 Million
4.15% of portfolio
|
Q2 2025
Added 110.52%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
32,833
shares
|
$19.1 Million
0.26% of portfolio
|
Q2 2025
Added 33.2%
|