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 |
|---|---|---|---|---|---|
|
Progressive Investment Management Corp
|
Jul 29, 2025 Q2 2025 |
18,405
shares
|
$10.7 Million
2.67% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
18,400
shares
|
$10.7 Million
0.99% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
18,339
shares
|
$10.6 Million
1.62% of portfolio
|
Q3 2023
Reduced 7.45%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
18,339
shares
|
$10.6 Million
3.6% of portfolio
|
Q1 2024
Added 30.99%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,288
shares
|
$10.6 Million
3.06% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
18,229
shares
|
$10.6 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
18,165
shares
|
$10.5 Million
0.76% of portfolio
|
Q3 2022
Reduced 17.85%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
18,147
shares
|
$10.5 Million
1.12% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Nitorum Capital, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,136
shares
|
$10.5 Million
1.85% of portfolio
|
Q2 2025
Reduced 41.29%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
17,977
shares
|
$10.4 Million
0.86% of portfolio
|
Q2 2025
Added 24.7%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
17,961
shares
|
$10.4 Million
0.12% of portfolio
|
Q2 2023
Reduced 1.85%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
17,959
shares
|
$10.4 Million
0.96% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Blue Drive Global Investors LLP
London, X0 |
Oct 18, 2024 Q3 2024 |
17,925
shares
|
$10.4 Million
10.36% of portfolio
|
Q2 2024
Added 39.4%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,918
shares
|
$10.4 Million
0.24% of portfolio
|
Q2 2025
Added 807.7%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
17,837
shares
|
$10.4 Million
1.85% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
17,821
shares
|
$10.3 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
17,816
shares
|
$10.3 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Zweig Di Menna Associates LLC
|
Aug 05, 2025 Q2 2025 |
17,800
shares
|
$10.3 Million
1.21% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
17,786
shares
|
$10.3 Million
0.32% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,723
shares
|
$10.3 Million
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
17,651
shares
|
$10.2 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
17,636
shares
|
$10.2 Million
0.35% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
17,594
shares
|
$10.2 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
17,579
shares
|
$10.2 Million
2.04% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
17,522
shares
|
$10.2 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.09%
|