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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,690
shares
|
$1.53 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
2,689
shares
|
$1.53 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,685
shares
|
$1.53 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,679
shares
|
$1.52 Million
1.09% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,679
shares
|
$1.52 Million
0.93% of portfolio
|
Q4 2024
Reduced 71.2%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,679
shares
|
$1.52 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
2,677
shares
|
$1.52 Million
0.99% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
2,676
shares
|
$1.52 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,676
shares
|
$1.52 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,670
shares
|
$1.52 Million
0.93% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,669
shares
|
$1.52 Million
0.08% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
2,668
shares
|
$1.52 Million
0.59% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
2,658
shares
|
$1.51 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
2,656
shares
|
$1.51 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,646
shares
|
$1.5 Million
0.81% of portfolio
|
Q3 2022
Added 4.88%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
2,645
shares
|
$1.5 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
2,632
shares
|
$1.5 Million
0.26% of portfolio
|
Q2 2024
Reduced 49.78%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,629
shares
|
$1.49 Million
0.3% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,627
shares
|
$1.49 Million
0.2% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,622
shares
|
$1.49 Million
0.07% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
2,607
shares
|
$1.48 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
2,603
shares
|
$1.48 Million
0.32% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
2,600
shares
|
$1.48 Million
0.33% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,599
shares
|
$1.48 Million
0.5% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
2,597
shares
|
$1.48 Million
0.24% of portfolio
|
Q3 2024
Added 5.35%
|