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 |
|---|---|---|---|---|---|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
3,599
shares
|
$2.09 Million
0.08% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
3,590
shares
|
$2.08 Million
0.73% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Aug 11, 2025 Q2 2025 |
3,584
shares
|
$2.08 Million
1.64% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
3,581
shares
|
$2.08 Million
2.22% of portfolio
|
Q2 2025
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
3,573
shares
|
$2.07 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
3,563
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
3,562
shares
|
$2.07 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
3,557
shares
|
$2.06 Million
1.42% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,554
shares
|
$2.06 Million
0.48% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,553
shares
|
$2.06 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
3,538
shares
|
$2.05 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,537
shares
|
$2.05 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
3,519
shares
|
$2.04 Million
1.06% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,508
shares
|
$2.04 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,501
shares
|
$2.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 28.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,490
shares
|
$2.03 Million
0.14% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
3,461
shares
|
$2.01 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
3,452
shares
|
$2 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,449
shares
|
$2 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
3,444
shares
|
$2 Million
0.36% of portfolio
|
Q2 2025
Added 34.69%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,441
shares
|
$2 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
3,437
shares
|
$1.99 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,431
shares
|
$1.99 Million
0.7% of portfolio
|
Q4 2022
Reduced 17.07%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
3,431
shares
|
$1.99 Million
0.76% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,430
shares
|
$1.99 Million
0.63% of portfolio
|
Q2 2025
Added 33.31%
|