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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
2,940
shares
|
$1.71 Million
0.3% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
2,937
shares
|
$1.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
2,936
shares
|
$1.7 Million
1.04% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
2,928
shares
|
$1.7 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,926
shares
|
$1.7 Million
0.39% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,920
shares
|
$1.69 Million
0.28% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,919
shares
|
$1.69 Million
1.33% of portfolio
|
Q3 2022
Added 30.43%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,918
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
2,910
shares
|
$1.69 Million
2.24% of portfolio
|
Q1 2023
New holding
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
2,908
shares
|
$1.69 Million
0.49% of portfolio
|
Q2 2025
Added 537.72%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,904
shares
|
$1.69 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,893
shares
|
$1.68 Million
0.4% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
2,890
shares
|
$1.68 Million
0.2% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
2,888
shares
|
$1.68 Million
0.42% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
2,885
shares
|
$1.67 Million
0.18% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
2,884
shares
|
$1.67 Million
0.22% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
2,881
shares
|
$1.67 Million
0.34% of portfolio
|
Q2 2025
Added 443.58%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
2,881
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.71%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
2,875
shares
|
$1.67 Million
0.71% of portfolio
|
Q1 2025
Added 4256.06%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
2,866
shares
|
$1.66 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,866
shares
|
$1.66 Million
2.62% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
2,863
shares
|
$1.66 Million
0.86% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
2,861
shares
|
$1.66 Million
1.32% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,852
shares
|
$1.66 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
2,849
shares
|
$1.65 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.33%
|