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 |
|---|---|---|---|---|---|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
2,910
shares
|
$1.64 Million
2.24% of portfolio
|
Q1 2023
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
2,904
shares
|
$1.64 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
2,903
shares
|
$1.64 Million
0.17% of portfolio
|
Q4 2024
Added 71.47%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
2,900
shares
|
$1.63 Million
0.31% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
2,894
shares
|
$1.63 Million
0.27% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,893
shares
|
$1.63 Million
0.4% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,891
shares
|
$1.63 Million
0.32% of portfolio
|
Q4 2024
Added 30.52%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,883
shares
|
$1.62 Million
0.16% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,881
shares
|
$1.62 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
2,880
shares
|
$1.62 Million
0.15% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,878
shares
|
$1.62 Million
0.28% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,871
shares
|
$1.62 Million
0.29% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,853
shares
|
$1.61 Million
0.15% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,850
shares
|
$1.61 Million
0.78% of portfolio
|
Q4 2024
Reduced 37.36%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
2,849
shares
|
$1.6 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,833
shares
|
$1.6 Million
1.53% of portfolio
|
Q2 2022
Added 102.65%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,829
shares
|
$1.59 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,824
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2024
Added 36.43%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
2,823
shares
|
$1.59 Million
0.44% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
2,820
shares
|
$1.59 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
2,801
shares
|
$1.58 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,801
shares
|
$1.58 Million
1.27% of portfolio
|
Q1 2024
Reduced 6.73%
|
|
|
Caldwell Investment Management Ltd.
|
Jan 14, 2025 Q4 2024 |
2,800
shares
|
$1.58 Million
1.06% of portfolio
|
Q2 2024
Reduced 42.12%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,799
shares
|
$1.58 Million
1.4% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
2,795
shares
|
$1.57 Million
0.82% of portfolio
|
Q4 2024
New holding
|