Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,616 institutions that hold shares in the stock, with a total of 684 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
21,634
shares
|
$12.2 Million
0.22% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,589
shares
|
$12.2 Million
0.51% of portfolio
|
Q3 2022
Added 1.5%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
21,497
shares
|
$12.1 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
21,470
shares
|
$12.1 Million
0.11% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
21,415
shares
|
$12.1 Million
0.75% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
21,207
shares
|
$12 Million
0.2% of portfolio
|
Q4 2024
Added 26.44%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
21,094
shares
|
$11.9 Million
0.72% of portfolio
|
Q1 2023
Reduced 0.01%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
21,076
shares
|
$11.9 Million
3.06% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Zweig Di Menna Associates LLC
|
Jan 21, 2025 Q4 2024 |
20,850
shares
|
$11.8 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
20,765
shares
|
$11.7 Million
0.09% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
20,756
shares
|
$11.7 Million
0.09% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Chapman Investment Management, LLC
|
Jan 31, 2025 Q4 2024 |
20,753
shares
|
$11.7 Million
8.54% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Feb 11, 2025 Q4 2024 |
20,587
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,465
shares
|
$11.6 Million
2.05% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Crystal Rock Capital Management
|
Feb 05, 2025 Q4 2024 |
20,409
shares
|
$11.5 Million
6.92% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
20,386
shares
|
$11.5 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
20,368
shares
|
$11.5 Million
0.79% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Ctc LLC
|
Nov 14, 2024 Q3 2024 |
20,288
shares
|
$11.5 Million
0.26% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
20,210
shares
|
$11.4 Million
0.18% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
20,209
shares
|
$11.4 Million
1.16% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jan 28, 2025 Q4 2024 |
20,188
shares
|
$11.4 Million
0.74% of portfolio
|
Q4 2024
Added 57.78%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
20,187
shares
|
$11.4 Million
0.93% of portfolio
|
Q4 2023
Added 35.28%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
20,185
shares
|
$11.4 Million
0.86% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
20,132
shares
|
$11.4 Million
7.19% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
20,105
shares
|
$11.4 Million
0.84% of portfolio
|
Q3 2024
Added 15.47%
|