Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,670 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $440 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
49,295
shares
|
$27.9 Million
4.49% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
49,141
shares
|
$27.8 Million
0.15% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
49,076
shares
|
$27.8 Million
1.73% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
49,025
shares
|
$27.8 Million
0.79% of portfolio
|
Q3 2023
Added 21.75%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
48,749
shares
|
$27.6 Million
4.4% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
48,442
shares
|
$27.4 Million
2.09% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
48,100
shares
|
$27.2 Million
1.02% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
47,987
shares
|
$27.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
47,963
shares
|
$27.2 Million
0.52% of portfolio
|
Q4 2024
Added 74.45%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
47,690
shares
|
$27 Million
0.8% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
47,522
shares
|
$26.9 Million
6.92% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
47,469
shares
|
$26.9 Million
0.82% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
47,412
shares
|
$26.8 Million
0.38% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
47,355
shares
|
$26.8 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Night Owl Capital Management, LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
47,338
shares
|
$26.8 Million
3.46% of portfolio
|
Q3 2024
Reduced 21.18%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
47,145
shares
|
$26.7 Million
1.24% of portfolio
|
Q4 2022
Reduced 1.25%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
47,125
shares
|
$26.7 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
47,040
shares
|
$26.6 Million
0.6% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
46,642
shares
|
$26.4 Million
2.13% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
46,635
shares
|
$26.4 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
46,438
shares
|
$26.3 Million
0.45% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
46,308
shares
|
$26.2 Million
5.55% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
46,121
shares
|
$26.1 Million
0.57% of portfolio
|
Q4 2024
Added 31.7%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
45,757
shares
|
$25.9 Million
2.28% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 31, 2025 Q4 2024 |
45,239
shares
|
$25.6 Million
3.09% of portfolio
|
Q4 2024
Added 3.8%
|