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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,265
shares
|
$1.9 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
3,265
shares
|
$1.9 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
3,263
shares
|
$1.89 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
3,243
shares
|
$1.88 Million
0.15% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,238
shares
|
$1.88 Million
0.22% of portfolio
|
Q2 2025
Added 41.34%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
3,223
shares
|
$1.87 Million
0.47% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,219
shares
|
$1.87 Million
0.36% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
3,209
shares
|
$1.86 Million
0.05% of portfolio
|
Q2 2025
Added 63.47%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,206
shares
|
$1.86 Million
0.73% of portfolio
|
Q1 2024
Added 54.36%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,204
shares
|
$1.86 Million
0.19% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
3,203
shares
|
$1.86 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
3,175
shares
|
$1.84 Million
0.62% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
3,170
shares
|
$1.84 Million
1.8% of portfolio
|
Q2 2025
Added 57.95%
|
|
|
Capital Counsel LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,163
shares
|
$1.84 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
3,160
shares
|
$1.83 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
3,131
shares
|
$1.82 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
3,130
shares
|
$1.82 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
3,130
shares
|
$1.82 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
3,123
shares
|
$1.81 Million
0.29% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
3,120
shares
|
$1.81 Million
0.31% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
3,112
shares
|
$1.81 Million
1.25% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
3,108
shares
|
$1.8 Million
0.22% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,108
shares
|
$1.8 Million
0.77% of portfolio
|
Q2 2024
Reduced 9.02%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,104
shares
|
$1.8 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,100
shares
|
$1.8 Million
0.14% of portfolio
|
Q2 2023
Reduced 3.79%
|