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 |
|---|---|---|---|---|---|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
5,162
shares
|
$2.94 Million
0.78% of portfolio
|
Q3 2022
Reduced 0.21%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
5,122
shares
|
$2.91 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
5,109
shares
|
$2.91 Million
0.2% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
5,067
shares
|
$2.88 Million
0.35% of portfolio
|
Q4 2024
Added 263.75%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
5,065
shares
|
$2.88 Million
1.55% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
5,064
shares
|
$2.88 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Ov Management LLC
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
5,057
shares
|
$2.88 Million
1.24% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
5,050
shares
|
$2.87 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,035
shares
|
$2.86 Million
0.41% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
5,034
shares
|
$2.86 Million
0.72% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
5,029
shares
|
$2.86 Million
0.22% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,028
shares
|
$2.86 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
5,025
shares
|
$2.86 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,025
shares
|
$2.86 Million
1.65% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
5,018
shares
|
$2.85 Million
0.3% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,017
shares
|
$2.85 Million
1.71% of portfolio
|
Q1 2023
Added 3.04%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
5,015
shares
|
$2.85 Million
0.24% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
5,011
shares
|
$2.85 Million
0.09% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 17, 2025 Q4 2024 |
4,998
shares
|
$2.84 Million
1.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tremblant Capital Group
Stamford, CT |
Feb 14, 2025 Q4 2024 |
4,998
shares
|
$2.84 Million
0.29% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
4,943
shares
|
$2.81 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,932
shares
|
$2.8 Million
0.07% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,927
shares
|
$2.8 Million
1.15% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,922
shares
|
$2.8 Million
0.01% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,921
shares
|
$2.8 Million
0.87% of portfolio
|
Q1 2024
Reduced 0.93%
|