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 |
|---|---|---|---|---|---|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
5,973
shares
|
$3.47 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
5,970
shares
|
$3.47 Million
0.49% of portfolio
|
Q1 2023
Reduced 4.45%
|
|
|
Tsai Capital Corp
New York, NY |
Aug 13, 2025 Q2 2025 |
5,965
shares
|
$3.46 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,958
shares
|
$3.46 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
5,950
shares
|
$3.45 Million
1.67% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
5,947
shares
|
$3.45 Million
2.58% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
5,942
shares
|
$3.45 Million
0.14% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
5,928
shares
|
$3.44 Million
0.23% of portfolio
|
Q2 2025
Added 19.9%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
5,922
shares
|
$3.44 Million
1.3% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
5,916
shares
|
$3.43 Million
0.39% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
5,900
shares
|
$3.42 Million
0.95% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
5,869
shares
|
$3.41 Million
0.44% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,859
shares
|
$3.4 Million
0.13% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
5,842
shares
|
$3.39 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
5,842
shares
|
$3.39 Million
0.46% of portfolio
|
Q3 2022
Reduced 2.03%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
5,836
shares
|
$3.39 Million
1.58% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
5,832
shares
|
$3.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
5,829
shares
|
$3.38 Million
0.82% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
5,818
shares
|
$3.38 Million
1.23% of portfolio
|
Q2 2025
Reduced 27.2%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
5,814
shares
|
$3.37 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,804
shares
|
$3.37 Million
1.91% of portfolio
|
Q2 2025
Added 34.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,803
shares
|
$3.37 Million
0.27% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
5,796
shares
|
$3.36 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
5,791
shares
|
$3.36 Million
0.04% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
5,782
shares
|
$3.36 Million
0.22% of portfolio
|
Q2 2025
Added 12.47%
|