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 |
|---|---|---|---|---|---|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
4,576
shares
|
$2.66 Million
1.6% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
4,571
shares
|
$2.65 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
4,568
shares
|
$2.65 Million
0.78% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,551
shares
|
$2.64 Million
0.25% of portfolio
|
Q3 2024
Added 135.32%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,538
shares
|
$2.63 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
4,536
shares
|
$2.63 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
4,516
shares
|
$2.62 Million
0.35% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
4,508
shares
|
$2.62 Million
0.16% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
4,503
shares
|
$2.61 Million
1.33% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
4,501
shares
|
$2.61 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
4,500
shares
|
$2.61 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
4,500
shares
|
$2.61 Million
1.32% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,492
shares
|
$2.61 Million
1.64% of portfolio
|
Q2 2025
Reduced 36.56%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
4,487
shares
|
$2.6 Million
0.91% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
4,473
shares
|
$2.6 Million
0.11% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
4,471
shares
|
$2.6 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
4,467
shares
|
$2.59 Million
0.6% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,466
shares
|
$2.59 Million
0.61% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
4,448
shares
|
$2.58 Million
0.25% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
4,444
shares
|
$2.58 Million
0.14% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,440
shares
|
$2.58 Million
0.09% of portfolio
|
Q2 2025
Reduced 78.52%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,440
shares
|
$2.58 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
4,437
shares
|
$2.58 Million
0.19% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
Delta Global Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,436
shares
|
$2.57 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,398
shares
|
$2.55 Million
0.92% of portfolio
|
Q2 2025
Added 2.69%
|