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 |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
7,173
shares
|
$4.16 Million
0.25% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
7,164
shares
|
$4.16 Million
0.71% of portfolio
|
Q2 2025
Added 50.35%
|
|
|
Prospect Hill Management, LLC
|
Aug 11, 2025 Q2 2025 |
7,150
shares
|
$4.15 Million
2.08% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
7,146
shares
|
$4.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
7,124
shares
|
$4.13 Million
1.51% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
7,110
shares
|
$4.13 Million
1.64% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
7,100
shares
|
$4.12 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
7,099
shares
|
$4.12 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
7,096
shares
|
$4.12 Million
1.8% of portfolio
|
Q2 2025
Added 33.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,084
shares
|
$4.11 Million
0.12% of portfolio
|
Q3 2023
Added 9.14%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
7,079
shares
|
$4.11 Million
0.29% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
7,074
shares
|
$4.11 Million
1.54% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,072
shares
|
$4.1 Million
0.2% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
7,050
shares
|
$4.09 Million
2.62% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
7,029
shares
|
$4.08 Million
0.05% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
7,015
shares
|
$4.07 Million
0.14% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
7,000
shares
|
$4.06 Million
0.57% of portfolio
|
Q4 2021
Added 40.0%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,993
shares
|
$4.06 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,983
shares
|
$4.05 Million
0.11% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
6,981
shares
|
$4.05 Million
0.27% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
6,936
shares
|
$4.03 Million
1.47% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
6,893
shares
|
$4 Million
0.25% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
6,881
shares
|
$3.99 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,872
shares
|
$3.99 Million
0.09% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
6,871
shares
|
$3.99 Million
0.87% of portfolio
|
Q2 2025
Added 1.63%
|