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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
7,288
shares
|
$4.12 Million
0.25% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,272
shares
|
$4.11 Million
0.3% of portfolio
|
Q3 2022
Reduced 27.06%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
7,257
shares
|
$4.1 Million
0.7% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
7,236
shares
|
$4.09 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
7,228
shares
|
$4.08 Million
6.61% of portfolio
|
Q3 2022
Reduced 7.81%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
7,175
shares
|
$4.05 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,169
shares
|
$4.05 Million
0.59% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
7,168
shares
|
$4.05 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Prospect Hill Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,150
shares
|
$4.04 Million
1.66% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
7,142
shares
|
$4.03 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
7,130
shares
|
$4.03 Million
2.95% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,107
shares
|
$4.01 Million
0.77% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
7,104
shares
|
$4.01 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,093
shares
|
$4.01 Million
0.15% of portfolio
|
Q4 2024
Added 93.96%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
7,086
shares
|
$4 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,084
shares
|
$4 Million
0.12% of portfolio
|
Q3 2023
Added 9.14%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
7,047
shares
|
$3.98 Million
2.17% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,045
shares
|
$3.98 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
7,033
shares
|
$3.97 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
7,029
shares
|
$3.97 Million
0.26% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
7,000
shares
|
$3.95 Million
0.6% of portfolio
|
Q4 2021
Added 40.0%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
6,967
shares
|
$3.93 Million
1.36% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
6,949
shares
|
$3.92 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
6,925
shares
|
$3.91 Million
1.48% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,925
shares
|
$3.91 Million
0.45% of portfolio
|
Q4 2024
Added 6.47%
|