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 |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
31,302
shares
|
$17.7 Million
1.34% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
31,269
shares
|
$17.7 Million
2.33% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
31,138
shares
|
$17.6 Million
2.57% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
31,135
shares
|
$17.6 Million
1.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
31,069
shares
|
$17.6 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
31,051
shares
|
$17.6 Million
0.68% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
30,890
shares
|
$17.5 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
30,830
shares
|
$17.4 Million
2.81% of portfolio
|
Q2 2023
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
30,807
shares
|
$17.4 Million
0.63% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
30,630
shares
|
$17.3 Million
0.53% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,593
shares
|
$17.3 Million
0.33% of portfolio
|
Q4 2024
Added 20.34%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
30,562
shares
|
$17.3 Million
0.56% of portfolio
|
Q1 2024
Reduced 64.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
30,552
shares
|
$17.3 Million
0.36% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
30,529
shares
|
$17.3 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
30,494
shares
|
$17.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
30,490
shares
|
$17.2 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Claar Advisors LLC
New York, NY |
Dec 10, 2024 Q3 2024 |
30,190
shares
|
$17.1 Million
5.07% of portfolio
|
Q1 2024
Reduced 6.53%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
30,090
shares
|
$17 Million
0.55% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
30,062
shares
|
$17 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
29,978
shares
|
$17 Million
0.03% of portfolio
|
Q4 2024
Added 83.26%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
29,797
shares
|
$16.8 Million
1.43% of portfolio
|
Q4 2023
Reduced 2.77%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
29,631
shares
|
$16.8 Million
3.32% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
29,623
shares
|
$16.8 Million
2.11% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
29,516
shares
|
$16.7 Million
1.41% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
29,354
shares
|
$16.6 Million
0.24% of portfolio
|
Q4 2024
Reduced 23.06%
|