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 |
|---|---|---|---|---|---|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
3,866
shares
|
$2.24 Million
0.2% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,851
shares
|
$2.24 Million
0.31% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
3,831
shares
|
$2.22 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,826
shares
|
$2.22 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
River Park Advisors, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,821
shares
|
$2.22 Million
1.77% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,820
shares
|
$2.22 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
3,820
shares
|
$2.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
3,809
shares
|
$2.21 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,809
shares
|
$2.21 Million
1.52% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
3,805
shares
|
$2.21 Million
0.24% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$2.21 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,797
shares
|
$2.2 Million
0.27% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
3,790
shares
|
$2.2 Million
0.78% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,789
shares
|
$2.2 Million
0.19% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,786
shares
|
$2.2 Million
1.03% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
3,774
shares
|
$2.19 Million
0.48% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
3,773
shares
|
$2.19 Million
0.24% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,773
shares
|
$2.19 Million
1.0% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
3,771
shares
|
$2.19 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,770
shares
|
$2.19 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
3,759
shares
|
$2.18 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,755
shares
|
$2.18 Million
0.07% of portfolio
|
Q2 2025
Added 64.33%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
3,754
shares
|
$2.18 Million
0.99% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,753
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
3,752
shares
|
$2.18 Million
0.48% of portfolio
|
Q2 2025
Added 36.29%
|