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 |
|---|---|---|---|---|---|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
13,315
shares
|
$7.53 Million
1.46% of portfolio
|
Q3 2024
Reduced 33.11%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
13,300
shares
|
$7.52 Million
0.37% of portfolio
|
Q2 2024
Added 24.24%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
13,244
shares
|
$7.49 Million
1.25% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
13,184
shares
|
$7.46 Million
0.51% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
13,137
shares
|
$7.43 Million
2.66% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
South Street Advisors LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
13,018
shares
|
$7.36 Million
1.05% of portfolio
|
Q4 2024
Reduced 18.61%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
13,007
shares
|
$7.36 Million
2.34% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Alta Fox Capital Management, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$7.35 Million
3.28% of portfolio
|
Q1 2024
Added 209.52%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
12,996
shares
|
$7.35 Million
1.97% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
12,986
shares
|
$7.34 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
12,958
shares
|
$7.33 Million
2.84% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
12,957
shares
|
$7.33 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
12,931
shares
|
$7.31 Million
1.19% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,907
shares
|
$7.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
12,882
shares
|
$7.28 Million
5.06% of portfolio
|
Q4 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,861
shares
|
$7.27 Million
0.29% of portfolio
|
Q2 2022
Added 5.73%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
12,819
shares
|
$7.25 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
12,816
shares
|
$7.25 Million
0.24% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,802
shares
|
$7.24 Million
0.2% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
12,791
shares
|
$7.23 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
12,778
shares
|
$7.23 Million
0.16% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
12,754
shares
|
$7.21 Million
0.72% of portfolio
|
Q4 2024
Added 74.57%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
12,751
shares
|
$7.21 Million
1.53% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
12,741
shares
|
$7.2 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,724
shares
|
$7.2 Million
0.15% of portfolio
|
Q2 2020
Added 6.25%
|