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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
30,477
shares
|
$17.7 Million
0.67% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
30,285
shares
|
$17.6 Million
0.89% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Jackson Hill Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
30,250
shares
|
$17.6 Million
9.92% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
30,054
shares
|
$17.4 Million
2.61% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
30,049
shares
|
$17.4 Million
0.98% of portfolio
|
Q2 2025
Added 268.25%
|
|
|
Bright Rock Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
30,000
shares
|
$17.4 Million
3.59% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
29,845
shares
|
$17.3 Million
0.62% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Coalescence Partners Investment Management, LP
New York, NY |
Aug 12, 2025 Q2 2025 |
29,787
shares
|
$17.3 Million
4.32% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
29,562
shares
|
$17.2 Million
1.54% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
29,505
shares
|
$17.1 Million
1.97% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
29,387
shares
|
$17.1 Million
0.39% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
29,367
shares
|
$17 Million
1.31% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
29,275
shares
|
$17 Million
0.71% of portfolio
|
Q2 2025
Added 75.08%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
29,143
shares
|
$16.9 Million
1.24% of portfolio
|
Q2 2021
Added 4.47%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
29,065
shares
|
$16.9 Million
0.88% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
28,905
shares
|
$16.8 Million
2.33% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
28,822
shares
|
$16.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
28,788
shares
|
$16.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
28,766
shares
|
$16.7 Million
0.27% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
28,706
shares
|
$16.7 Million
0.25% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
28,559
shares
|
$16.6 Million
0.15% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
28,508
shares
|
$16.5 Million
1.51% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
28,339
shares
|
$16.4 Million
0.31% of portfolio
|
Q2 2025
Added 164.75%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
28,202
shares
|
$16.4 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
28,108
shares
|
$16.3 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.42%
|