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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
19,779
shares
|
$11.5 Million
0.25% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
19,720
shares
|
$11.4 Million
1.17% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
19,708
shares
|
$11.4 Million
1.72% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
19,707
shares
|
$11.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
19,705
shares
|
$11.4 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Crystal Rock Capital Management
|
Aug 05, 2025 Q2 2025 |
19,569
shares
|
$11.4 Million
6.7% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
19,340
shares
|
$11.2 Million
0.2% of portfolio
|
Q2 2025
Added 77.94%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
19,194
shares
|
$11.1 Million
0.29% of portfolio
|
Q2 2025
Added 659.56%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
19,087
shares
|
$11.1 Million
2.9% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
19,025
shares
|
$11 Million
0.55% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
19,022
shares
|
$11 Million
0.8% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Jul 28, 2025 Q2 2025 |
19,022
shares
|
$11 Million
6.08% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
19,008
shares
|
$11 Million
1.47% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
18,988
shares
|
$11 Million
1.01% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
18,912
shares
|
$11 Million
0.84% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,875
shares
|
$11 Million
0.2% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
18,866
shares
|
$11 Million
0.85% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
18,859
shares
|
$10.9 Million
0.54% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
18,835
shares
|
$10.9 Million
0.67% of portfolio
|
Q2 2025
Added 50.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
18,825
shares
|
$10.9 Million
0.36% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
18,815
shares
|
$10.9 Million
0.62% of portfolio
|
Q2 2025
Added 24.69%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
18,763
shares
|
$10.9 Million
0.47% of portfolio
|
Q2 2025
Added 533.46%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
18,715
shares
|
$10.9 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
18,621
shares
|
$10.8 Million
2.58% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
18,458
shares
|
$10.7 Million
0.86% of portfolio
|
Q1 2025
Added 1.69%
|