Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,713 institutions that hold shares in the stock, with a total of 781 Million shares, which have been reported (via 13F filing form) to have a value of $441 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
8,068
shares
|
$4.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
8,055
shares
|
$4.55 Million
1.21% of portfolio
|
Q4 2024
Added 27.27%
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,046
shares
|
$4.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
8,039
shares
|
$4.54 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
8,035
shares
|
$4.54 Million
4.02% of portfolio
|
Q1 2023
Reduced 26.11%
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
8,022
shares
|
$4.53 Million
4.52% of portfolio
|
Q4 2024
New holding
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
8,000
shares
|
$4.52 Million
4.21% of portfolio
|
Q4 2023
Added 2.56%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
7,993
shares
|
$4.51 Million
0.21% of portfolio
|
Q4 2024
Added 4.03%
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
7,981
shares
|
$4.51 Million
0.37% of portfolio
|
Q4 2024
Added 2.33%
|
|
Value Partners Investments Inc.
|
Feb 13, 2025 Q4 2024 |
7,965
shares
|
$4.5 Million
2.44% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,938
shares
|
$4.48 Million
0.14% of portfolio
|
Q3 2022
Added 1.86%
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
7,931
shares
|
$4.48 Million
0.83% of portfolio
|
Q4 2024
Added 1.6%
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
7,922
shares
|
$4.47 Million
0.56% of portfolio
|
Q1 2023
Reduced 1.72%
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,921
shares
|
$4.47 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
Barbara Oil Co.
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,880
shares
|
$4.45 Million
1.74% of portfolio
|
Q3 2024
Reduced 25.66%
|
|
River Park Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,861
shares
|
$4.44 Million
2.99% of portfolio
|
Q4 2024
Added 72.13%
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
7,847
shares
|
$4.43 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
7,833
shares
|
$4.42 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
7,828
shares
|
$4.42 Million
1.1% of portfolio
|
Q4 2024
Added 3.38%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
7,814
shares
|
$4.41 Million
0.72% of portfolio
|
Q4 2024
Added 11.87%
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
7,807
shares
|
$4.41 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
7,773
shares
|
$4.39 Million
0.17% of portfolio
|
Q4 2024
Added 3.49%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,770
shares
|
$4.39 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,744
shares
|
$4.37 Million
1.58% of portfolio
|
Q4 2024
Added 0.13%
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,712
shares
|
$4.36 Million
0.05% of portfolio
|
Q4 2024
Reduced 21.57%
|