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 |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
32,633
shares
|
$18.9 Million
0.06% of portfolio
|
Q2 2025
Added 34.87%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
32,553
shares
|
$18.9 Million
2.27% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
32,523
shares
|
$18.9 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
32,450
shares
|
$18.8 Million
0.13% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
32,234
shares
|
$18.7 Million
0.72% of portfolio
|
Q2 2022
Added 7.24%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
32,095
shares
|
$18.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
32,054
shares
|
$18.6 Million
3.33% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
32,052
shares
|
$18.6 Million
5.63% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,014
shares
|
$18.6 Million
0.39% of portfolio
|
Q3 2022
Reduced 2.62%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
31,821
shares
|
$18.5 Million
0.26% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Nepsis Inc.
|
Jul 14, 2025 Q2 2025 |
31,638
shares
|
$18.4 Million
6.14% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
31,486
shares
|
$18.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
31,418
shares
|
$18.2 Million
2.21% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
31,402
shares
|
$18.2 Million
1.34% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
31,379
shares
|
$18.2 Million
0.54% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
31,240
shares
|
$18.1 Million
0.83% of portfolio
|
Q2 2025
Reduced 88.72%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
31,152
shares
|
$18.1 Million
3.09% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
31,120
shares
|
$18.1 Million
0.21% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
31,095
shares
|
$18 Million
0.15% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
31,008
shares
|
$18 Million
0.7% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
30,990
shares
|
$18 Million
0.65% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
30,920
shares
|
$17.9 Million
0.49% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Compass Capital Management, Inc
|
Aug 07, 2025 Q2 2025 |
30,908
shares
|
$17.9 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
30,830
shares
|
$17.9 Million
2.81% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
30,536
shares
|
$17.7 Million
0.39% of portfolio
|
Q2 2025
Added 0.69%
|