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 Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
11,333
shares
|
$6.41 Million
0.51% of portfolio
|
Q3 2023
Reduced 10.69%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
11,280
shares
|
$6.38 Million
1.81% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
11,272
shares
|
$6.37 Million
0.75% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,270
shares
|
$6.37 Million
0.09% of portfolio
|
Q3 2022
Added 148.84%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
11,233
shares
|
$6.35 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
11,205
shares
|
$6.34 Million
1.51% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,195
shares
|
$6.33 Million
0.83% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
11,176
shares
|
$6.32 Million
0.17% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
11,157
shares
|
$6.31 Million
0.48% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
11,155
shares
|
$6.31 Million
0.61% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
Nov 05, 2024 Q3 2024 |
11,152
shares
|
$6.31 Million
4.37% of portfolio
|
Q3 2024
Added 43.86%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
11,142
shares
|
$6.3 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
11,140
shares
|
$6.3 Million
0.7% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
11,140
shares
|
$6.3 Million
2.99% of portfolio
|
Q4 2023
Added 7.74%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Jan 29, 2025 Q4 2024 |
11,130
shares
|
$6.29 Million
0.07% of portfolio
|
Q1 2023
Added 11.52%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
11,095
shares
|
$6.27 Million
3.38% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,064
shares
|
$6.26 Million
0.32% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,028
shares
|
$6.24 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
11,019
shares
|
$6.23 Million
1.09% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
11,016
shares
|
$6.23 Million
0.07% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
11,012
shares
|
$6.23 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
11,011
shares
|
$6.23 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
10,964
shares
|
$6.2 Million
1.45% of portfolio
|
Q4 2020
Added 9.84%
|
|
|
Alphinity Investment Management Pty LTD
|
Feb 05, 2025 Q4 2024 |
10,920
shares
|
$6.18 Million
0.03% of portfolio
|
Q4 2024
Added 30.68%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
10,906
shares
|
$6.17 Million
1.79% of portfolio
|
Q4 2024
New holding
|