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 |
|---|---|---|---|---|---|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
15,831
shares
|
$9.19 Million
0.05% of portfolio
|
Q4 2022
Reduced 2.88%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
15,722
shares
|
$9.13 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
15,700
shares
|
$9.11 Million
0.67% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
15,680
shares
|
$9.1 Million
3.44% of portfolio
|
Q4 2024
Reduced 21.91%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
15,648
shares
|
$9.08 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
15,642
shares
|
$9.08 Million
2.21% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
15,591
shares
|
$9.05 Million
2.76% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
15,577
shares
|
$9.04 Million
3.61% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
15,541
shares
|
$9.02 Million
3.31% of portfolio
|
Q1 2023
Reduced 19.9%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
15,535
shares
|
$9.02 Million
1.39% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
15,507
shares
|
$9 Million
0.37% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
15,416
shares
|
$8.95 Million
1.94% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
15,411
shares
|
$8.94 Million
0.4% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Aug 04, 2025 Q2 2025 |
15,309
shares
|
$8.89 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
15,238
shares
|
$8.84 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
15,209
shares
|
$8.83 Million
0.27% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
15,192
shares
|
$8.82 Million
3.42% of portfolio
|
Q1 2020
Added 49.97%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
15,102
shares
|
$8.77 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
15,088
shares
|
$8.76 Million
0.69% of portfolio
|
Q2 2025
Added 97.9%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
15,076
shares
|
$8.75 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
15,027
shares
|
$8.72 Million
0.11% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Hickory Lane Capital Management LP
New York, NY |
May 01, 2023 Q1 2023 |
15,000
shares
|
$8.71 Million
6.67% of portfolio
|
Q4 2022
Added 7.14%
|
|
|
Baypointe Partners LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
15,000
shares
|
$8.71 Million
9.88% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
14,973
shares
|
$8.69 Million
1.2% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
14,957
shares
|
$8.68 Million
1.0% of portfolio
|
Q2 2025
Added 1.13%
|