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 |
|---|---|---|---|---|---|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,318
shares
|
$1.35 Million
0.18% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
2,318
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
2,312
shares
|
$1.34 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
2,302
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
2,299
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
2,286
shares
|
$1.33 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,286
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Added 22.84%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
2,280
shares
|
$1.32 Million
0.6% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,278
shares
|
$1.32 Million
1.22% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,277
shares
|
$1.32 Million
0.13% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
2,276
shares
|
$1.32 Million
0.87% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
2,272
shares
|
$1.32 Million
0.48% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
2,270
shares
|
$1.32 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
2,269
shares
|
$1.32 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,266
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
2,264
shares
|
$1.31 Million
0.13% of portfolio
|
N/A
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
2,262
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,262
shares
|
$1.31 Million
0.26% of portfolio
|
Q2 2025
Added 27.8%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,258
shares
|
$1.31 Million
0.39% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,258
shares
|
$1.31 Million
0.24% of portfolio
|
Q2 2025
Added 28.44%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
2,257
shares
|
$1.31 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,256
shares
|
$1.31 Million
0.96% of portfolio
|
Q2 2025
Added 30.4%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
2,255
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,253
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2022
Reduced 2.21%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
2,252
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2025
Added 13.34%
|