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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,594
shares
|
$3.72 Million
0.27% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,592
shares
|
$3.72 Million
0.14% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,592
shares
|
$3.72 Million
0.23% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
6,574
shares
|
$3.71 Million
0.05% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
6,571
shares
|
$3.71 Million
0.13% of portfolio
|
Q4 2024
Added 125.65%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
6,570
shares
|
$3.71 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
6,534
shares
|
$3.69 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,521
shares
|
$3.68 Million
0.5% of portfolio
|
Q3 2023
Added 0.32%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
6,500
shares
|
$3.67 Million
1.03% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Matthew 25 Management Corp
|
Feb 03, 2025 Q4 2024 |
6,500
shares
|
$3.67 Million
1.16% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,488
shares
|
$3.66 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,473
shares
|
$3.66 Million
0.21% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,450
shares
|
$3.64 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,441
shares
|
$3.64 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,432
shares
|
$3.63 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
6,413
shares
|
$3.62 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
6,376
shares
|
$3.6 Million
0.93% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,366
shares
|
$3.6 Million
0.41% of portfolio
|
Q1 2024
Added 361.64%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
6,324
shares
|
$3.57 Million
0.19% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
6,323
shares
|
$3.57 Million
1.31% of portfolio
|
Q4 2024
Added 123.98%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
6,313
shares
|
$3.57 Million
0.1% of portfolio
|
Q3 2022
Added 47.98%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
6,308
shares
|
$3.56 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
6,297
shares
|
$3.56 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,282
shares
|
$3.55 Million
0.27% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,254
shares
|
$3.53 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.26%
|