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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
11,500
shares
|
$6.67 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,477
shares
|
$6.66 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
11,450
shares
|
$6.65 Million
1.74% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
11,428
shares
|
$6.63 Million
0.45% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
11,424
shares
|
$6.63 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
11,405
shares
|
$6.62 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
11,333
shares
|
$6.58 Million
0.51% of portfolio
|
Q3 2023
Reduced 10.69%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
11,330
shares
|
$6.58 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
11,299
shares
|
$6.56 Million
0.28% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
11,288
shares
|
$6.55 Million
0.14% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Karani Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,282
shares
|
$6.55 Million
6.26% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,270
shares
|
$6.54 Million
0.09% of portfolio
|
Q3 2022
Added 148.84%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
11,259
shares
|
$6.53 Million
0.16% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
11,243
shares
|
$6.53 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Aug 07, 2025 Q2 2025 |
11,231
shares
|
$6.52 Million
3.51% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Elefante Mark B
Boston, MA |
Jul 25, 2025 Q2 2025 |
11,224
shares
|
$6.51 Million
4.74% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
11,208
shares
|
$6.51 Million
0.62% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,190
shares
|
$6.49 Million
0.18% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
11,140
shares
|
$6.47 Million
3.05% of portfolio
|
Q4 2023
Added 7.74%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,076
shares
|
$6.43 Million
0.86% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
11,071
shares
|
$6.43 Million
0.47% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
11,055
shares
|
$6.42 Million
0.08% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
11,055
shares
|
$6.42 Million
0.73% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,055
shares
|
$6.42 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
11,048
shares
|
$6.41 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.79%
|