Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,640 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $442 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,028
shares
|
$6.23 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
11,019
shares
|
$6.22 Million
1.09% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
11,012
shares
|
$6.22 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
11,011
shares
|
$6.22 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
10,964
shares
|
$6.19 Million
1.45% of portfolio
|
Q4 2020
Added 9.84%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
10,959
shares
|
$6.19 Million
0.46% of portfolio
|
Q4 2024
Added 29.16%
|
|
|
Alphinity Investment Management Pty LTD
|
Feb 05, 2025 Q4 2024 |
10,920
shares
|
$6.17 Million
0.03% of portfolio
|
Q4 2024
Added 30.68%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
10,906
shares
|
$6.16 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,863
shares
|
$6.13 Million
0.27% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Feb 11, 2025 Q4 2024 |
10,848
shares
|
$6.12 Million
0.86% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
10,832
shares
|
$6.12 Million
4.57% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,831
shares
|
$6.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.23%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
10,831
shares
|
$6.12 Million
0.71% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
10,802
shares
|
$6.1 Million
0.74% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
10,792
shares
|
$6.09 Million
0.87% of portfolio
|
Q1 2024
Added 137.81%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
10,771
shares
|
$6.08 Million
3.4% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
10,767
shares
|
$6.08 Million
0.87% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Mayar Capital Ltd.
|
Feb 07, 2025 Q4 2024 |
10,742
shares
|
$6.06 Million
8.59% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
10,736
shares
|
$6.06 Million
0.23% of portfolio
|
Q4 2024
Added 26740.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,730
shares
|
$6.06 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
10,703
shares
|
$6.04 Million
2.55% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
10,691
shares
|
$6.04 Million
0.13% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
10,686
shares
|
$6.03 Million
1.07% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
10,668
shares
|
$6.02 Million
0.32% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
10,651
shares
|
$6.01 Million
3.63% of portfolio
|
Q3 2024
Added 5.3%
|