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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,712
shares
|
$4.92 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
8,706
shares
|
$4.92 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
8,696
shares
|
$4.91 Million
1.78% of portfolio
|
Q4 2023
Reduced 65.1%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
8,685
shares
|
$4.9 Million
1.68% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
8,647
shares
|
$4.88 Million
0.27% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
8,632
shares
|
$4.87 Million
0.67% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
8,616
shares
|
$4.86 Million
1.86% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
8,597
shares
|
$4.85 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
8,597
shares
|
$4.85 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,575
shares
|
$4.84 Million
0.3% of portfolio
|
Q4 2024
Added 36.74%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,551
shares
|
$4.83 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
8,531
shares
|
$4.82 Million
0.26% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
8,522
shares
|
$4.81 Million
0.23% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,516
shares
|
$4.81 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
8,515
shares
|
$4.81 Million
1.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
8,511
shares
|
$4.81 Million
0.73% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
8,497
shares
|
$4.8 Million
0.25% of portfolio
|
Q4 2024
Added 26.09%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
8,393
shares
|
$4.74 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Orser Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,389
shares
|
$4.74 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
8,345
shares
|
$4.71 Million
2.49% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,302
shares
|
$4.69 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Feb 11, 2025 Q4 2024 |
8,300
shares
|
$4.69 Million
3.44% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
8,285
shares
|
$4.68 Million
0.39% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
8,208
shares
|
$4.63 Million
0.7% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
8,205
shares
|
$4.63 Million
1.02% of portfolio
|
Q2 2024
Reduced 1.2%
|