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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
12,645
shares
|
$7.34 Million
0.31% of portfolio
|
Q2 2025
Added 110.61%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
12,633
shares
|
$7.33 Million
0.32% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
12,557
shares
|
$7.29 Million
0.08% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
12,552
shares
|
$7.29 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
12,526
shares
|
$7.27 Million
6.45% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
12,510
shares
|
$7.26 Million
0.79% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
12,491
shares
|
$7.25 Million
0.6% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
12,453
shares
|
$7.23 Million
1.79% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
12,438
shares
|
$7.22 Million
0.7% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jul 24, 2025 Q2 2025 |
12,412
shares
|
$7.2 Million
4.24% of portfolio
|
Q2 2025
Added 40.25%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
12,402
shares
|
$7.2 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
12,387
shares
|
$7.19 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
12,378
shares
|
$7.18 Million
3.31% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
12,375
shares
|
$7.18 Million
0.77% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,371
shares
|
$7.18 Million
1.11% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
12,360
shares
|
$7.17 Million
0.73% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
12,301
shares
|
$7.14 Million
1.29% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
12,300
shares
|
$7.14 Million
0.78% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
12,280
shares
|
$7.13 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2025 Q2 2025 |
12,268
shares
|
$7.12 Million
2.24% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Aug 07, 2025 Q2 2025 |
12,235
shares
|
$7.1 Million
3.65% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
12,120
shares
|
$7.03 Million
0.12% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
12,078
shares
|
$7.01 Million
0.4% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
12,071
shares
|
$7.01 Million
0.27% of portfolio
|
Q2 2025
Added 44.93%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
12,042
shares
|
$6.99 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.58%
|