Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,568 institutions that hold shares in the stock, with a total of 681 Million shares, which have been reported (via 13F filing form) to have a value of $384 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
34,356
shares
|
$19.4 Million
0.98% of portfolio
|
Q4 2024
Added 121.44%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
34,177
shares
|
$19.3 Million
1.25% of portfolio
|
Q3 2024
Added 71.74%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
34,123
shares
|
$19.3 Million
2.21% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
34,016
shares
|
$19.2 Million
0.29% of portfolio
|
Q3 2022
Reduced 9.64%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
33,801
shares
|
$19.1 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
33,729
shares
|
$19.1 Million
0.51% of portfolio
|
Q3 2021
Reduced 2.71%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
33,627
shares
|
$19 Million
1.23% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
33,448
shares
|
$18.9 Million
3.31% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
33,410
shares
|
$18.9 Million
5.92% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
33,244
shares
|
$18.8 Million
9.8% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
32,928
shares
|
$18.6 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
32,885
shares
|
$18.6 Million
1.09% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
32,862
shares
|
$18.6 Million
0.21% of portfolio
|
Q3 2024
Added 152.42%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
32,809
shares
|
$18.6 Million
0.17% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
32,504
shares
|
$18.4 Million
0.41% of portfolio
|
Q4 2024
Added 24.62%
|
|
|
Jackson Hill Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
32,500
shares
|
$18.4 Million
9.44% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
32,304
shares
|
$18.3 Million
0.32% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
32,272
shares
|
$18.2 Million
4.57% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
32,234
shares
|
$18.2 Million
0.72% of portfolio
|
Q2 2022
Added 7.24%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
32,231
shares
|
$18.2 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,014
shares
|
$18.1 Million
0.39% of portfolio
|
Q3 2022
Reduced 2.62%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
31,970
shares
|
$18.1 Million
0.02% of portfolio
|
Q4 2024
Added 49.96%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
31,694
shares
|
$17.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
31,631
shares
|
$17.9 Million
4.17% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
31,569
shares
|
$17.9 Million
0.21% of portfolio
|
Q3 2024
Added 0.04%
|