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 |
---|---|---|---|---|---|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
6,505
shares
|
$3.78 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
6,497
shares
|
$3.77 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,483
shares
|
$3.76 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,466
shares
|
$3.75 Million
0.34% of portfolio
|
Q2 2025
Added 4.64%
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
6,463
shares
|
$3.75 Million
0.69% of portfolio
|
Q2 2025
Added 4.26%
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
6,450
shares
|
$3.74 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
6,441
shares
|
$3.74 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,432
shares
|
$3.73 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,423
shares
|
$3.73 Million
0.27% of portfolio
|
Q2 2025
Added 2.54%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
6,423
shares
|
$3.73 Million
0.69% of portfolio
|
Q2 2025
Added 1.42%
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
6,418
shares
|
$3.73 Million
2.9% of portfolio
|
Q2 2025
Added 1.65%
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
6,412
shares
|
$3.72 Million
0.33% of portfolio
|
Q2 2025
Added 2.58%
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
6,409
shares
|
$3.72 Million
1.13% of portfolio
|
Q2 2025
Added 15.31%
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
6,396
shares
|
$3.71 Million
1.69% of portfolio
|
Q2 2025
Added 5.98%
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
6,369
shares
|
$3.7 Million
1.08% of portfolio
|
Q2 2025
Added 129.76%
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,366
shares
|
$3.69 Million
0.41% of portfolio
|
Q1 2024
Added 361.64%
|
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,323
shares
|
$3.67 Million
0.31% of portfolio
|
Q2 2025
Added 37.73%
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
6,313
shares
|
$3.66 Million
0.1% of portfolio
|
Q3 2022
Added 47.98%
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
6,271
shares
|
$3.64 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,254
shares
|
$3.63 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
6,251
shares
|
$3.63 Million
0.16% of portfolio
|
Q2 2025
Added 2.76%
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,241
shares
|
$3.62 Million
1.6% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,231
shares
|
$3.62 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
6,230
shares
|
$3.62 Million
0.27% of portfolio
|
Q2 2025
Added 31.41%
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
6,215
shares
|
$3.61 Million
0.74% of portfolio
|
Q2 2025
Added 11.26%
|