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 |
|---|---|---|---|---|---|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
13,495
shares
|
$7.62 Million
1.75% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
13,478
shares
|
$7.61 Million
2.14% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,475
shares
|
$7.61 Million
0.19% of portfolio
|
Q4 2023
Reduced 2.6%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
13,447
shares
|
$7.59 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
13,430
shares
|
$7.58 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
13,329
shares
|
$7.53 Million
2.71% of portfolio
|
Q2 2024
Reduced 30.19%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
13,315
shares
|
$7.52 Million
1.46% of portfolio
|
Q3 2024
Reduced 33.11%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
13,300
shares
|
$7.51 Million
0.37% of portfolio
|
Q2 2024
Added 24.24%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
13,244
shares
|
$7.48 Million
1.25% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
13,184
shares
|
$7.44 Million
0.51% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
13,137
shares
|
$7.42 Million
2.66% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
13,030
shares
|
$7.36 Million
0.42% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
South Street Advisors LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
13,018
shares
|
$7.35 Million
1.05% of portfolio
|
Q4 2024
Reduced 18.61%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
13,007
shares
|
$7.34 Million
2.34% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Alta Fox Capital Management, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$7.34 Million
3.28% of portfolio
|
Q1 2024
Added 209.52%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
12,996
shares
|
$7.34 Million
1.97% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
12,986
shares
|
$7.33 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
12,958
shares
|
$7.32 Million
2.84% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
12,931
shares
|
$7.3 Million
1.19% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
12,921
shares
|
$7.3 Million
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
12,882
shares
|
$7.27 Million
5.06% of portfolio
|
Q4 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,861
shares
|
$7.26 Million
0.29% of portfolio
|
Q2 2022
Added 5.73%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
12,819
shares
|
$7.24 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
12,816
shares
|
$7.24 Million
0.24% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,802
shares
|
$7.23 Million
0.2% of portfolio
|
Q4 2024
Added 7.58%
|