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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,673
shares
|
$6.19 Million
0.17% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
10,653
shares
|
$6.18 Million
2.75% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
10,653
shares
|
$6.18 Million
1.55% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
10,627
shares
|
$6.17 Million
0.19% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,627
shares
|
$6.17 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
10,621
shares
|
$6.16 Million
0.03% of portfolio
|
Q2 2025
Added 102.73%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
10,604
shares
|
$6.15 Million
0.6% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10,601
shares
|
$6.15 Million
0.48% of portfolio
|
Q2 2023
Added 11.18%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,569
shares
|
$6.13 Million
0.17% of portfolio
|
Q4 2024
Reduced 86.78%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Aug 07, 2025 Q2 2025 |
10,551
shares
|
$6.12 Million
2.7% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
10,537
shares
|
$6.12 Million
0.33% of portfolio
|
Q2 2025
Added 132.3%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,536
shares
|
$6.12 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,525
shares
|
$6.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 77.86%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Aug 13, 2025 Q2 2025 |
10,475
shares
|
$6.08 Million
1.1% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
10,468
shares
|
$6.08 Million
3.74% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,462
shares
|
$6.07 Million
0.35% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
10,435
shares
|
$6.06 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Globeflex Capital L P
San Diego, CA |
Aug 14, 2025 Q2 2025 |
10,401
shares
|
$6.04 Million
0.5% of portfolio
|
Q2 2024
Added 46.04%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
10,396
shares
|
$6.03 Million
0.2% of portfolio
|
Q2 2025
Reduced 45.55%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
10,386
shares
|
$6.03 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
10,341
shares
|
$6 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
10,317
shares
|
$5.99 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
10,309
shares
|
$5.98 Million
4.08% of portfolio
|
Q2 2023
Reduced 34.89%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
10,290
shares
|
$5.97 Million
0.99% of portfolio
|
Q2 2025
Added 1433.53%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,239
shares
|
$5.94 Million
0.21% of portfolio
|
Q2 2025
Added 10.52%
|