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 |
|---|---|---|---|---|---|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
2,391
shares
|
$1.39 Million
1.1% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,390
shares
|
$1.39 Million
0.17% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,388
shares
|
$1.39 Million
0.14% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
2,387
shares
|
$1.39 Million
0.36% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
2,381
shares
|
$1.38 Million
0.41% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Provident Trust CO
|
Aug 04, 2025 Q2 2025 |
2,380
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,373
shares
|
$1.38 Million
0.18% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,371
shares
|
$1.38 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
2,356
shares
|
$1.37 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,356
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
2,356
shares
|
$1.37 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
2,354
shares
|
$1.37 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
2,353
shares
|
$1.37 Million
0.81% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
2,353
shares
|
$1.37 Million
0.56% of portfolio
|
Q2 2025
Added 21.73%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
2,352
shares
|
$1.37 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,333
shares
|
$1.35 Million
0.44% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,333
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2023
Added 6.53%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
2,333
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
2,327
shares
|
$1.35 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
2,325
shares
|
$1.35 Million
0.31% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
2,324
shares
|
$1.35 Million
1.88% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,322
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
2,321
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,320
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
2,319
shares
|
$1.35 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.92%
|