Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,592 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 $385 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$11.3 Million
0.57% of portfolio
|
Q3 2017
New holding
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
19,997
shares
|
$11.3 Million
4.66% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
19,924
shares
|
$11.3 Million
2.69% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
19,917
shares
|
$11.3 Million
0.09% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
19,897
shares
|
$11.3 Million
0.2% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
19,885
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
19,868
shares
|
$11.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
19,819
shares
|
$11.2 Million
4.5% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
19,710
shares
|
$11.1 Million
0.63% of portfolio
|
Q3 2024
Added 238.78%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
19,671
shares
|
$11.1 Million
0.4% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
19,645
shares
|
$11.1 Million
1.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
19,589
shares
|
$11.1 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
19,533
shares
|
$11 Million
1.16% of portfolio
|
Q3 2024
Reduced 51.77%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
19,526
shares
|
$11 Million
0.67% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
19,521
shares
|
$11 Million
2.48% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
19,458
shares
|
$11 Million
0.03% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
19,387
shares
|
$11 Million
0.49% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,374
shares
|
$11 Million
0.19% of portfolio
|
Q3 2024
Added 231.35%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
19,372
shares
|
$11 Million
0.81% of portfolio
|
Q4 2024
Added 101.58%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
19,318
shares
|
$10.9 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
19,291
shares
|
$10.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
19,232
shares
|
$10.9 Million
1.5% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
19,190
shares
|
$10.9 Million
0.24% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
19,152
shares
|
$10.8 Million
1.27% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
19,076
shares
|
$10.8 Million
1.06% of portfolio
|
Q4 2024
Added 1.32%
|