Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,729 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 $440 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
4,109
shares
|
$2.29 Million
2.89% of portfolio
|
Q4 2024
Reduced 71.52%
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
4,100
shares
|
$2.29 Million
1.08% of portfolio
|
Q4 2024
Added 3.25%
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
4,074
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2024
Added 3.93%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,061
shares
|
$2.26 Million
0.15% of portfolio
|
Q4 2024
Added 15.6%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
4,059
shares
|
$2.26 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,056
shares
|
$2.26 Million
0.16% of portfolio
|
Q4 2024
Added 2.63%
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Feb 10, 2025 Q4 2024 |
4,045
shares
|
$2.26 Million
2.48% of portfolio
|
Q4 2024
Added 2.48%
|
|
Capital Counsel LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,041
shares
|
$2.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
4,040
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,037
shares
|
$2.25 Million
1.77% of portfolio
|
Q4 2024
Added 4.42%
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,018
shares
|
$2.24 Million
0.48% of portfolio
|
Q3 2024
Added 2.71%
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
4,015
shares
|
$2.24 Million
0.47% of portfolio
|
Q4 2024
Added 2.01%
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
4,014
shares
|
$2.24 Million
1.81% of portfolio
|
Q4 2024
Added 1.08%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
4,014
shares
|
$2.24 Million
0.12% of portfolio
|
Q4 2024
Added 0.7%
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
4,003
shares
|
$2.23 Million
0.09% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,003
shares
|
$2.23 Million
0.52% of portfolio
|
Q4 2024
Added 1.65%
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$2.23 Million
0.37% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,987
shares
|
$2.22 Million
0.84% of portfolio
|
Q4 2024
Added 1.01%
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
3,984
shares
|
$2.22 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
3,977
shares
|
$2.22 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
3,977
shares
|
$2.22 Million
0.4% of portfolio
|
Q4 2024
Added 57.38%
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
3,971
shares
|
$2.21 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,962
shares
|
$2.21 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
3,957
shares
|
$2.21 Million
0.65% of portfolio
|
Q4 2024
Added 60.92%
|
|
Lagoda Investment Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,954
shares
|
$2.2 Million
1.13% of portfolio
|
Q4 2024
Added 46.77%
|