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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,395
shares
|
$2.55 Million
0.36% of portfolio
|
Q1 2024
Added 71.95%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
4,392
shares
|
$2.55 Million
0.28% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
4,390
shares
|
$2.55 Million
0.06% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
4,386
shares
|
$2.55 Million
1.2% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
4,384
shares
|
$2.54 Million
0.46% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
4,356
shares
|
$2.53 Million
1.13% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Aegon Asset Management Uk PLC
|
Jul 28, 2025 Q2 2025 |
4,355
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2023
Added 1394.51%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,328
shares
|
$2.51 Million
1.3% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,326
shares
|
$2.51 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
4,318
shares
|
$2.51 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 14, 2025 Q2 2025 |
4,310
shares
|
$2.5 Million
1.83% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
4,304
shares
|
$2.5 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
4,290
shares
|
$2.49 Million
0.46% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Aug 08, 2025 Q2 2025 |
4,267
shares
|
$2.48 Million
0.27% of portfolio
|
Q2 2025
Added 152.63%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,260
shares
|
$2.47 Million
0.33% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,257
shares
|
$2.47 Million
1.37% of portfolio
|
Q3 2023
Reduced 54.27%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
4,255
shares
|
$2.47 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
4,251
shares
|
$2.47 Million
0.19% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
4,250
shares
|
$2.47 Million
0.83% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
Kp Management LLC
Edina, MN |
Aug 14, 2025 Q2 2025 |
4,250
shares
|
$2.47 Million
0.5% of portfolio
|
Q2 2025
Added 170.59%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
4,240
shares
|
$2.46 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,238
shares
|
$2.46 Million
0.3% of portfolio
|
Q1 2025
Added 144.83%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
4,229
shares
|
$2.45 Million
1.3% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
4,215
shares
|
$2.45 Million
0.85% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
4,212
shares
|
$2.44 Million
0.58% of portfolio
|
Q1 2025
Added 0.05%
|