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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
22,526
shares
|
$13.1 Million
0.08% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
22,525
shares
|
$13.1 Million
1.61% of portfolio
|
Q2 2025
Added 38.13%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
22,398
shares
|
$13 Million
0.22% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
22,185
shares
|
$12.9 Million
0.88% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Eulav Asset Management
|
Aug 12, 2025 Q2 2025 |
22,116
shares
|
$12.8 Million
0.29% of portfolio
|
Q4 2024
Reduced 52.04%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
22,042
shares
|
$12.8 Million
0.79% of portfolio
|
Q4 2023
Added 1.78%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
22,038
shares
|
$12.8 Million
1.13% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
22,002
shares
|
$12.8 Million
0.35% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
21,977
shares
|
$12.8 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
21,907
shares
|
$12.7 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
21,870
shares
|
$12.7 Million
1.36% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
21,757
shares
|
$12.6 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
21,721
shares
|
$12.6 Million
3.48% of portfolio
|
Q1 2025
Added 49.45%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
21,714
shares
|
$12.6 Million
0.96% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
21,640
shares
|
$12.6 Million
0.51% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,625
shares
|
$12.6 Million
0.15% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,589
shares
|
$12.5 Million
0.51% of portfolio
|
Q3 2022
Added 1.5%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,566
shares
|
$12.5 Million
0.96% of portfolio
|
Q2 2025
Added 4187.48%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
21,561
shares
|
$12.5 Million
0.6% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,502
shares
|
$12.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 88.98%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
21,487
shares
|
$12.5 Million
1.01% of portfolio
|
Q2 2025
Reduced 48.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
21,477
shares
|
$12.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jul 29, 2025 Q2 2025 |
21,349
shares
|
$12.4 Million
5.37% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
21,272
shares
|
$12.3 Million
1.96% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
21,105
shares
|
$12.2 Million
2.31% of portfolio
|
Q2 2025
Reduced 1.45%
|