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 |
|---|---|---|---|---|---|
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
Aug 14, 2025 Q2 2025 |
16,576
shares
|
$9.62 Million
0.13% of portfolio
|
Q2 2025
Reduced 29.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,575
shares
|
$9.62 Million
0.19% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
16,571
shares
|
$9.62 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
16,560
shares
|
$9.61 Million
0.85% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
16,552
shares
|
$9.61 Million
0.4% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
16,361
shares
|
$9.5 Million
0.8% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
16,280
shares
|
$9.45 Million
1.85% of portfolio
|
Q1 2024
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
16,246
shares
|
$9.43 Million
0.26% of portfolio
|
Q2 2025
Added 2387.9%
|
|
|
William Allan, LLC
|
Aug 01, 2025 Q2 2025 |
16,236
shares
|
$9.42 Million
5.43% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
16,199
shares
|
$9.4 Million
5.18% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jul 17, 2025 Q2 2025 |
16,177
shares
|
$9.39 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
16,145
shares
|
$9.37 Million
1.6% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,129
shares
|
$9.36 Million
1.15% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Arrow Capital Management, LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
16,121
shares
|
$9.36 Million
11.97% of portfolio
|
N/A
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,110
shares
|
$9.35 Million
1.42% of portfolio
|
Q4 2022
Reduced 23.61%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
16,103
shares
|
$9.35 Million
0.18% of portfolio
|
Q2 2025
Reduced 48.19%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
16,102
shares
|
$9.35 Million
0.28% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
16,056
shares
|
$9.32 Million
0.4% of portfolio
|
Q2 2025
Added 79.28%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
16,049
shares
|
$9.32 Million
0.73% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
16,006
shares
|
$9.29 Million
0.4% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
15,976
shares
|
$9.27 Million
0.53% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
15,962
shares
|
$9.26 Million
2.62% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
15,932
shares
|
$9.25 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
15,858
shares
|
$9.2 Million
0.76% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Saybrook Capital
|
Jul 31, 2025 Q2 2025 |
15,835
shares
|
$9.19 Million
2.59% of portfolio
|
Q1 2025
Added 0.44%
|