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 |
|---|---|---|---|---|---|
|
Sander Capital Advisors Inc
Seattle, WA |
Jul 30, 2025 Q2 2025 |
4,878
shares
|
$2.83 Million
1.25% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
4,864
shares
|
$2.82 Million
0.7% of portfolio
|
Q2 2025
Added 64.94%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
4,858
shares
|
$2.82 Million
0.13% of portfolio
|
Q3 2022
Added 60.33%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
4,858
shares
|
$2.82 Million
0.13% of portfolio
|
Q2 2025
Reduced 67.7%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
4,849
shares
|
$2.81 Million
0.42% of portfolio
|
Q2 2025
Added 50.54%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
4,845
shares
|
$2.81 Million
0.05% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,833
shares
|
$2.81 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Nia Impact Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,828
shares
|
$2.8 Million
1.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
4,824
shares
|
$2.8 Million
2.47% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
4,810
shares
|
$2.79 Million
0.1% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,809
shares
|
$2.79 Million
0.6% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
4,806
shares
|
$2.79 Million
1.63% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,799
shares
|
$2.79 Million
0.09% of portfolio
|
Q2 2025
Added 26.36%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
4,795
shares
|
$2.78 Million
1.91% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,786
shares
|
$2.78 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
4,765
shares
|
$2.77 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
4,765
shares
|
$2.77 Million
0.98% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,764
shares
|
$2.77 Million
1.34% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,758
shares
|
$2.76 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
4,757
shares
|
$2.76 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
4,755
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2025
Added 135.63%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
4,748
shares
|
$2.76 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 14, 2025 Q2 2025 |
4,746
shares
|
$2.75 Million
0.93% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
4,741
shares
|
$2.75 Million
0.67% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
4,740
shares
|
$2.75 Million
1.34% of portfolio
|
Q2 2025
Added 0.51%
|