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 |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
5,497
shares
|
$3.19 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
5,493
shares
|
$3.19 Million
1.5% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
5,493
shares
|
$3.19 Million
1.78% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,486
shares
|
$3.18 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
5,476
shares
|
$3.18 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,474
shares
|
$3.18 Million
2.01% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
5,465
shares
|
$3.17 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
5,438
shares
|
$3.16 Million
1.89% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
5,435
shares
|
$3.15 Million
1.15% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
5,404
shares
|
$3.14 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
5,395
shares
|
$3.13 Million
0.64% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
5,391
shares
|
$3.13 Million
0.6% of portfolio
|
Q2 2025
Added 49.75%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
5,388
shares
|
$3.13 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
5,375
shares
|
$3.12 Million
2.63% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
5,370
shares
|
$3.12 Million
0.22% of portfolio
|
Q2 2025
Added 35.09%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,360
shares
|
$3.11 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
5,359
shares
|
$3.11 Million
0.22% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Tremblant Capital Group
Stamford, CT |
Aug 14, 2025 Q2 2025 |
5,358
shares
|
$3.11 Million
0.31% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
5,356
shares
|
$3.11 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
5,352
shares
|
$3.11 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,338
shares
|
$3.1 Million
0.28% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
5,336
shares
|
$3.1 Million
0.11% of portfolio
|
Q2 2025
Added 105.23%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,324
shares
|
$3.09 Million
0.13% of portfolio
|
Q3 2022
Added 0.62%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
5,317
shares
|
$3.09 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,306
shares
|
$3.08 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.79%
|