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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
20,060
shares
|
$11.3 Million
0.57% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
20,044
shares
|
$11.3 Million
1.18% of portfolio
|
Q4 2022
Reduced 12.91%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$11.3 Million
0.57% of portfolio
|
Q3 2017
New holding
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
19,997
shares
|
$11.3 Million
4.66% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
19,924
shares
|
$11.3 Million
2.69% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
19,917
shares
|
$11.2 Million
0.09% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
19,897
shares
|
$11.2 Million
0.2% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
19,885
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
19,868
shares
|
$11.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
19,819
shares
|
$11.2 Million
4.5% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
19,764
shares
|
$11.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
19,710
shares
|
$11.1 Million
0.63% of portfolio
|
Q3 2024
Added 238.78%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
19,671
shares
|
$11.1 Million
0.4% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
19,645
shares
|
$11.1 Million
1.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
19,589
shares
|
$11.1 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
19,533
shares
|
$11 Million
1.16% of portfolio
|
Q3 2024
Reduced 51.77%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
19,526
shares
|
$11 Million
0.67% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
19,458
shares
|
$11 Million
0.03% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
19,387
shares
|
$10.9 Million
0.49% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,374
shares
|
$10.9 Million
0.19% of portfolio
|
Q3 2024
Added 231.35%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
19,372
shares
|
$10.9 Million
0.81% of portfolio
|
Q4 2024
Added 101.58%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
19,318
shares
|
$10.9 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
19,291
shares
|
$10.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
19,232
shares
|
$10.9 Million
1.5% of portfolio
|
Q4 2024
Reduced 4.2%
|