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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,029
shares
|
$2.92 Million
0.18% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,028
shares
|
$2.92 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,025
shares
|
$2.92 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
5,025
shares
|
$2.92 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,025
shares
|
$2.92 Million
1.65% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
5,018
shares
|
$2.91 Million
0.55% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,017
shares
|
$2.91 Million
1.71% of portfolio
|
Q1 2023
Added 3.04%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,009
shares
|
$2.91 Million
0.41% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$2.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
4,998
shares
|
$2.9 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
4,981
shares
|
$2.89 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,976
shares
|
$2.89 Million
0.07% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,973
shares
|
$2.89 Million
0.49% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,971
shares
|
$2.89 Million
0.27% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
4,964
shares
|
$2.88 Million
0.08% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
4,959
shares
|
$2.88 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
4,948
shares
|
$2.87 Million
0.5% of portfolio
|
Q2 2025
Reduced 31.43%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,921
shares
|
$2.86 Million
0.87% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,914
shares
|
$2.85 Million
0.14% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
4,911
shares
|
$2.85 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
4,909
shares
|
$2.85 Million
0.45% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
4,898
shares
|
$2.84 Million
0.6% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,886
shares
|
$2.84 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
4,881
shares
|
$2.83 Million
1.44% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
4,879
shares
|
$2.83 Million
0.38% of portfolio
|
Q2 2025
Added 0.62%
|