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 |
|---|---|---|---|---|---|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
6,866
shares
|
$3.99 Million
0.54% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
6,833
shares
|
$3.97 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
6,803
shares
|
$3.95 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
6,801
shares
|
$3.95 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
6,775
shares
|
$3.93 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
6,763
shares
|
$3.93 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
6,761
shares
|
$3.92 Million
0.62% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
6,737
shares
|
$3.91 Million
0.82% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
6,706
shares
|
$3.89 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
6,678
shares
|
$3.88 Million
0.96% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
6,662
shares
|
$3.87 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
6,637
shares
|
$3.85 Million
0.36% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
6,632
shares
|
$3.85 Million
0.16% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6,631
shares
|
$3.85 Million
0.87% of portfolio
|
Q2 2025
Added 76.78%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,614
shares
|
$3.84 Million
0.25% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
6,608
shares
|
$3.84 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,606
shares
|
$3.83 Million
1.17% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,592
shares
|
$3.83 Million
0.23% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,585
shares
|
$3.82 Million
0.34% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
6,579
shares
|
$3.82 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
6,572
shares
|
$3.81 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
6,556
shares
|
$3.81 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,523
shares
|
$3.79 Million
0.08% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,521
shares
|
$3.78 Million
0.5% of portfolio
|
Q3 2023
Added 0.32%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
6,517
shares
|
$3.78 Million
0.79% of portfolio
|
Q2 2025
Reduced 12.71%
|