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 |
|---|---|---|---|---|---|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
26,103
shares
|
$15.2 Million
1.95% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
26,000
shares
|
$15.1 Million
2.51% of portfolio
|
Q2 2020
Added 4.0%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,990
shares
|
$15.1 Million
2.33% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
25,876
shares
|
$15 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
25,851
shares
|
$15 Million
0.51% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
25,718
shares
|
$14.9 Million
0.2% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
25,592
shares
|
$14.9 Million
4.39% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
25,458
shares
|
$14.8 Million
0.86% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
25,401
shares
|
$14.7 Million
1.17% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
25,392
shares
|
$14.7 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
25,390
shares
|
$14.7 Million
2.09% of portfolio
|
Q4 2023
Reduced 10.11%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
25,363
shares
|
$14.7 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
25,205
shares
|
$14.6 Million
1.28% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,194
shares
|
$14.6 Million
0.25% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
24,975
shares
|
$14.5 Million
0.86% of portfolio
|
Q1 2025
Added 59.14%
|
|
|
Claar Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,937
shares
|
$14.5 Million
4.45% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,925
shares
|
$14.5 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
24,904
shares
|
$14.5 Million
2.46% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
24,792
shares
|
$14.4 Million
0.32% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
24,461
shares
|
$14.2 Million
0.81% of portfolio
|
Q3 2023
Reduced 4.37%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
24,437
shares
|
$14.2 Million
2.59% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
24,293
shares
|
$14.1 Million
1.43% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
24,270
shares
|
$14.1 Million
0.91% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
24,257
shares
|
$14.1 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,256
shares
|
$14.1 Million
0.04% of portfolio
|
Q2 2025
Added 101.56%
|