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 |
|---|---|---|---|---|---|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
2,723
shares
|
$1.58 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,723
shares
|
$1.58 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
2,723
shares
|
$1.58 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
2,716
shares
|
$1.58 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,716
shares
|
$1.58 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
2,715
shares
|
$1.58 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,708
shares
|
$1.57 Million
0.56% of portfolio
|
Q2 2022
Added 2.73%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
2,700
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
2,697
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,695
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
2,693
shares
|
$1.56 Million
0.33% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
2,679
shares
|
$1.55 Million
1.18% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,676
shares
|
$1.55 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 12, 2025 Q2 2025 |
2,676
shares
|
$1.55 Million
1.07% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
2,670
shares
|
$1.55 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,669
shares
|
$1.55 Million
0.08% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
2,647
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,646
shares
|
$1.54 Million
0.81% of portfolio
|
Q3 2022
Added 4.88%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
2,632
shares
|
$1.53 Million
0.28% of portfolio
|
Q2 2024
Reduced 49.78%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,627
shares
|
$1.52 Million
0.2% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
2,623
shares
|
$1.52 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
2,621
shares
|
$1.52 Million
0.81% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
2,611
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 32.97%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
2,608
shares
|
$1.51 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
2,605
shares
|
$1.51 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.16%
|