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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
5,780
shares
|
$3.35 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
5,769
shares
|
$3.35 Million
0.48% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
5,769
shares
|
$3.35 Million
0.49% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
5,766
shares
|
$3.35 Million
0.31% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
5,764
shares
|
$3.35 Million
0.38% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,764
shares
|
$3.35 Million
0.24% of portfolio
|
Q4 2022
Reduced 4.54%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
5,760
shares
|
$3.34 Million
0.24% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
5,752
shares
|
$3.34 Million
3.25% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
5,743
shares
|
$3.33 Million
1.75% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,730
shares
|
$3.33 Million
0.52% of portfolio
|
Q2 2022
Added 4.01%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
5,710
shares
|
$3.31 Million
2.1% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
5,694
shares
|
$3.3 Million
0.26% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,680
shares
|
$3.3 Million
0.27% of portfolio
|
Q2 2025
Added 99.09%
|
|
|
Elite Wealth Management, Inc.
|
Jul 24, 2025 Q2 2025 |
5,637
shares
|
$3.27 Million
1.07% of portfolio
|
Q2 2025
Reduced 56.66%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
5,624
shares
|
$3.26 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
5,605
shares
|
$3.25 Million
1.17% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
5,597
shares
|
$3.25 Million
0.21% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
5,593
shares
|
$3.25 Million
0.5% of portfolio
|
Q1 2023
New holding
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
5,566
shares
|
$3.23 Million
0.76% of portfolio
|
Q2 2025
Reduced 53.22%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,560
shares
|
$3.23 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
5,554
shares
|
$3.22 Million
0.28% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,554
shares
|
$3.22 Million
1.25% of portfolio
|
Q1 2024
Added 8.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,552
shares
|
$3.22 Million
0.25% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
5,545
shares
|
$3.22 Million
0.79% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
5,500
shares
|
$3.19 Million
2.66% of portfolio
|
Q4 2022
Reduced 1.52%
|