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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
8,931
shares
|
$5.18 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
8,883
shares
|
$5.16 Million
1.02% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
8,866
shares
|
$5.15 Million
1.31% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Mirova
Paris, I0 |
Aug 13, 2025 Q2 2025 |
8,842
shares
|
$5.13 Million
0.72% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
8,804
shares
|
$5.11 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
8,776
shares
|
$5.09 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
8,771
shares
|
$5.09 Million
0.43% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,755
shares
|
$5.08 Million
0.24% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
8,752
shares
|
$5.08 Million
1.16% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
8,722
shares
|
$5.06 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,712
shares
|
$5.06 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
8,696
shares
|
$5.05 Million
1.78% of portfolio
|
Q4 2023
Reduced 65.1%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
8,657
shares
|
$5.02 Million
0.68% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
8,644
shares
|
$5.02 Million
0.42% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
8,644
shares
|
$5.02 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
8,627
shares
|
$5.01 Million
0.64% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
8,606
shares
|
$5 Million
1.12% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Silphium Asset Management LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
8,597
shares
|
$4.99 Million
1.72% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
8,595
shares
|
$4.99 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
8,594
shares
|
$4.99 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
8,580
shares
|
$4.98 Million
1.64% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
8,551
shares
|
$4.96 Million
0.16% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
8,549
shares
|
$4.96 Million
0.37% of portfolio
|
Q2 2025
Added 96.94%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,542
shares
|
$4.96 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
8,516
shares
|
$4.94 Million
1.91% of portfolio
|
Q2 2025
Added 0.12%
|