Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,727 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 |
|---|---|---|---|---|---|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
4,658
shares
|
$2.65 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
4,652
shares
|
$2.64 Million
0.3% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
4,651
shares
|
$2.64 Million
0.51% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Rdst Capital LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
4,650
shares
|
$2.64 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
4,648
shares
|
$2.64 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,642
shares
|
$2.64 Million
0.96% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,636
shares
|
$2.64 Million
0.26% of portfolio
|
Q4 2024
Added 81.16%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
4,635
shares
|
$2.63 Million
1.82% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,625
shares
|
$2.63 Million
0.57% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
4,606
shares
|
$2.62 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
4,604
shares
|
$2.62 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
4,586
shares
|
$2.61 Million
0.37% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
4,567
shares
|
$2.6 Million
0.17% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
4,566
shares
|
$2.6 Million
0.35% of portfolio
|
Q4 2023
Added 1.62%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
4,566
shares
|
$2.6 Million
0.92% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
4,565
shares
|
$2.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,551
shares
|
$2.59 Million
0.25% of portfolio
|
Q3 2024
Added 135.32%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,526
shares
|
$2.57 Million
0.25% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
4,500
shares
|
$2.56 Million
0.09% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
4,492
shares
|
$2.55 Million
0.19% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
4,489
shares
|
$2.55 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,470
shares
|
$2.54 Million
0.09% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
4,468
shares
|
$2.54 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
4,463
shares
|
$2.54 Million
1.35% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
4,459
shares
|
$2.53 Million
0.63% of portfolio
|
Q4 2024
Reduced 28.54%
|