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 |
|---|---|---|---|---|---|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
15,541
shares
|
$8.78 Million
3.31% of portfolio
|
Q1 2023
Reduced 19.9%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
15,509
shares
|
$8.76 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
15,501
shares
|
$8.75 Million
1.31% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
15,471
shares
|
$8.74 Million
0.08% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
15,421
shares
|
$8.71 Million
1.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
15,416
shares
|
$8.71 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2024 Q3 2024 |
15,409
shares
|
$8.7 Million
1.6% of portfolio
|
Q3 2024
Added 14.92%
|
|
|
Gibraltar Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
15,275
shares
|
$8.63 Million
3.92% of portfolio
|
Q4 2024
Reduced 29.11%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
15,160
shares
|
$8.56 Million
0.1% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
15,113
shares
|
$8.53 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
15,102
shares
|
$8.53 Million
1.26% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
15,098
shares
|
$8.53 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Hickory Lane Capital Management LP
New York, NY |
May 01, 2023 Q1 2023 |
15,000
shares
|
$8.47 Million
6.67% of portfolio
|
Q4 2022
Added 7.14%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
14,979
shares
|
$8.46 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 12, 2024 Q3 2024 |
14,942
shares
|
$8.44 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
14,928
shares
|
$8.43 Million
0.09% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
14,914
shares
|
$8.42 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
14,896
shares
|
$8.41 Million
2.53% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
14,894
shares
|
$8.41 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
14,875
shares
|
$8.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
14,825
shares
|
$8.37 Million
0.32% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
14,801
shares
|
$8.36 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
14,799
shares
|
$8.36 Million
0.18% of portfolio
|
Q4 2024
Added 43.08%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
14,774
shares
|
$8.34 Million
4.11% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
14,762
shares
|
$8.34 Million
1.21% of portfolio
|
Q4 2024
Reduced 6.24%
|