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 |
|---|---|---|---|---|---|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
5,352
shares
|
$3.04 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,338
shares
|
$3.04 Million
0.28% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,324
shares
|
$3.03 Million
0.13% of portfolio
|
Q3 2022
Added 0.62%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
5,305
shares
|
$3.02 Million
0.44% of portfolio
|
Q2 2024
Reduced 41.53%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Jan 31, 2025 Q4 2024 |
5,297
shares
|
$3.01 Million
1.78% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,281
shares
|
$3 Million
0.16% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
5,278
shares
|
$3 Million
0.38% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,256
shares
|
$2.99 Million
0.08% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
5,246
shares
|
$2.98 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
5,244
shares
|
$2.98 Million
0.63% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
5,243
shares
|
$2.98 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
5,231
shares
|
$2.97 Million
0.31% of portfolio
|
Q4 2024
Reduced 65.39%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
5,229
shares
|
$2.97 Million
1.21% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
5,223
shares
|
$2.97 Million
1.41% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
5,223
shares
|
$2.97 Million
0.85% of portfolio
|
Q4 2024
Added 19.82%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
5,222
shares
|
$2.97 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
5,217
shares
|
$2.97 Million
1.07% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
5,211
shares
|
$2.96 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
5,208
shares
|
$2.96 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
5,206
shares
|
$2.96 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
5,195
shares
|
$2.95 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
5,189
shares
|
$2.95 Million
1.15% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
5,186
shares
|
$2.95 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
5,182
shares
|
$2.95 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,173
shares
|
$2.94 Million
0.11% of portfolio
|
Q4 2024
Added 4.38%
|