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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
18,165
shares
|
$10.3 Million
0.76% of portfolio
|
Q3 2022
Reduced 17.85%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
18,162
shares
|
$10.3 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
18,152
shares
|
$10.3 Million
0.83% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
18,126
shares
|
$10.2 Million
2.18% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
18,116
shares
|
$10.2 Million
0.6% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
18,004
shares
|
$10.2 Million
0.28% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
17,971
shares
|
$10.1 Million
0.65% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
17,969
shares
|
$10.1 Million
1.05% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
17,961
shares
|
$10.1 Million
0.12% of portfolio
|
Q2 2023
Reduced 1.85%
|
|
|
Blue Drive Global Investors LLP
London, X0 |
Oct 18, 2024 Q3 2024 |
17,925
shares
|
$10.1 Million
10.36% of portfolio
|
Q2 2024
Added 39.4%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 06, 2025 Q4 2024 |
17,835
shares
|
$10.1 Million
3.09% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
17,814
shares
|
$10.1 Million
0.41% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
17,755
shares
|
$10 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,723
shares
|
$10 Million
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
17,619
shares
|
$9.95 Million
1.67% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
17,548
shares
|
$9.91 Million
0.1% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,537
shares
|
$9.9 Million
4.53% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
17,380
shares
|
$9.81 Million
0.72% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
17,350
shares
|
$9.8 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
17,282
shares
|
$9.76 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
17,247
shares
|
$9.74 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
17,152
shares
|
$9.69 Million
0.61% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
17,118
shares
|
$9.67 Million
0.3% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
17,112
shares
|
$9.66 Million
2.77% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
16,870
shares
|
$9.53 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.41%
|