Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,725 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 $444 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
5,763
shares
|
$3.28 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,755
shares
|
$3.27 Million
0.81% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,744
shares
|
$3.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 61.03%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,730
shares
|
$3.26 Million
0.52% of portfolio
|
Q2 2022
Added 4.01%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
5,724
shares
|
$3.25 Million
0.79% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5,723
shares
|
$3.25 Million
0.28% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
5,723
shares
|
$3.25 Million
0.14% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,721
shares
|
$3.25 Million
0.13% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Feb 12, 2025 Q4 2024 |
5,712
shares
|
$3.25 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
5,709
shares
|
$3.25 Million
0.55% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
5,703
shares
|
$3.24 Million
1.27% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
5,695
shares
|
$3.24 Million
2.05% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,688
shares
|
$3.23 Million
1.46% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
5,680
shares
|
$3.23 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
5,676
shares
|
$3.23 Million
0.05% of portfolio
|
Q4 2024
Added 138.39%
|
|
|
Nia Impact Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,675
shares
|
$3.23 Million
1.04% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
5,673
shares
|
$3.23 Million
0.55% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,649
shares
|
$3.21 Million
1.11% of portfolio
|
Q4 2024
Reduced 19.33%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
5,646
shares
|
$3.21 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
5,637
shares
|
$3.21 Million
0.21% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
5,629
shares
|
$3.2 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
5,619
shares
|
$3.2 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Feb 04, 2025 Q4 2024 |
5,619
shares
|
$3.2 Million
2.63% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
5,612
shares
|
$3.19 Million
0.26% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
5,593
shares
|
$3.18 Million
0.5% of portfolio
|
Q1 2023
New holding
|