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 |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
13,828
shares
|
$8.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
13,773
shares
|
$7.99 Million
1.16% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
13,766
shares
|
$7.99 Million
3.23% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
13,753
shares
|
$7.98 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
De Burlo Group Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,752
shares
|
$7.98 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,738
shares
|
$7.97 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
13,720
shares
|
$7.96 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
13,701
shares
|
$7.95 Million
0.26% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
13,653
shares
|
$7.92 Million
3.42% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
13,630
shares
|
$7.91 Million
0.96% of portfolio
|
Q2 2025
Added 20.92%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
13,627
shares
|
$7.91 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
13,584
shares
|
$7.88 Million
0.52% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,540
shares
|
$7.86 Million
0.57% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
13,514
shares
|
$7.84 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
13,497
shares
|
$7.83 Million
3.96% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
13,497
shares
|
$7.83 Million
2.85% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,475
shares
|
$7.82 Million
0.19% of portfolio
|
Q4 2023
Reduced 2.6%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
13,430
shares
|
$7.79 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
13,398
shares
|
$7.78 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
13,316
shares
|
$7.73 Million
0.48% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
13,300
shares
|
$7.72 Million
0.37% of portfolio
|
Q2 2024
Added 24.24%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
13,283
shares
|
$7.71 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
13,267
shares
|
$7.7 Million
0.49% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
13,267
shares
|
$7.7 Million
3.1% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
13,254
shares
|
$7.69 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.29%
|