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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,921
shares
|
$4.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
7,911
shares
|
$4.59 Million
2.04% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,908
shares
|
$4.59 Million
0.61% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,901
shares
|
$4.59 Million
0.13% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
7,898
shares
|
$4.58 Million
0.4% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
7,886
shares
|
$4.58 Million
1.13% of portfolio
|
Q2 2025
Added 35.43%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
7,881
shares
|
$4.57 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Barbara Oil Co.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,880
shares
|
$4.57 Million
1.76% of portfolio
|
Q3 2024
Reduced 25.66%
|
|
|
Inkwell Capital LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
7,875
shares
|
$4.57 Million
4.74% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
7,874
shares
|
$4.57 Million
1.56% of portfolio
|
Q2 2025
Added 45.17%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
7,867
shares
|
$4.57 Million
1.37% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,860
shares
|
$4.56 Million
0.51% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
7,841
shares
|
$4.55 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
7,833
shares
|
$4.55 Million
0.02% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,813
shares
|
$4.53 Million
0.33% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
7,805
shares
|
$4.53 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
7,767
shares
|
$4.51 Million
1.56% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
7,714
shares
|
$4.48 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
7,712
shares
|
$4.48 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
7,700
shares
|
$4.47 Million
1.04% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
In Depth Partners, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
7,664
shares
|
$4.45 Million
4.52% of portfolio
|
Q2 2025
Reduced 18.14%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
7,600
shares
|
$4.41 Million
1.24% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Symmetry Investments LP
|
Aug 14, 2025 Q2 2025 |
7,600
shares
|
$4.41 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
7,593
shares
|
$4.41 Million
0.86% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
7,560
shares
|
$4.39 Million
0.7% of portfolio
|
Q4 2022
Added 1.0%
|