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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,428
shares
|
$1.99 Million
0.1% of portfolio
|
Q2 2025
Reduced 59.6%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,397
shares
|
$1.97 Million
0.06% of portfolio
|
Q4 2024
Added 344.05%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,394
shares
|
$1.97 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,393
shares
|
$1.97 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,382
shares
|
$1.96 Million
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,375
shares
|
$1.96 Million
0.6% of portfolio
|
Q1 2025
Added 68.75%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,373
shares
|
$1.96 Million
1.55% of portfolio
|
Q4 2023
Reduced 24.24%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
3,368
shares
|
$1.95 Million
0.32% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
3,368
shares
|
$1.95 Million
0.78% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,353
shares
|
$1.95 Million
0.5% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
3,345
shares
|
$1.94 Million
0.2% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
3,345
shares
|
$1.94 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,340
shares
|
$1.94 Million
0.38% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
3,333
shares
|
$1.93 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,333
shares
|
$1.93 Million
0.71% of portfolio
|
Q2 2023
Added 0.91%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
3,328
shares
|
$1.93 Million
0.19% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
3,326
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
3,324
shares
|
$1.93 Million
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
3,318
shares
|
$1.93 Million
1.48% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
3,315
shares
|
$1.92 Million
1.21% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
3,301
shares
|
$1.92 Million
1.11% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
3,297
shares
|
$1.91 Million
0.48% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,289
shares
|
$1.91 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.47%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
3,280
shares
|
$1.9 Million
2.96% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
3,268
shares
|
$1.9 Million
0.73% of portfolio
|
Q2 2025
Added 4.24%
|