Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,713 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 $441 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,890
shares
|
$1.07 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
1,884
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
1,880
shares
|
$1.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
1,874
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
1,873
shares
|
$1.06 Million
0.83% of portfolio
|
Q4 2022
Reduced 2.8%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,870
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
1,870
shares
|
$1.06 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,864
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 73.07%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
1,861
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
1,861
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
1,860
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
1,859
shares
|
$1.05 Million
0.53% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
1,847
shares
|
$1.04 Million
0.73% of portfolio
|
Q3 2022
Reduced 0.75%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
1,847
shares
|
$1.04 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,843
shares
|
$1.04 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,838
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,838
shares
|
$1.04 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
1,837
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
1,834
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
1,834
shares
|
$1.04 Million
0.59% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,830
shares
|
$1.03 Million
0.63% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
1,830
shares
|
$1.03 Million
0.72% of portfolio
|
Q2 2022
Reduced 1.35%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
1,830
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
1,829
shares
|
$1.03 Million
0.24% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
1,828
shares
|
$1.03 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.77%
|