Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,616 institutions that hold shares in the stock, with a total of 684 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,863
shares
|
$6.13 Million
0.27% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Feb 11, 2025 Q4 2024 |
10,848
shares
|
$6.13 Million
0.86% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
10,832
shares
|
$6.12 Million
4.57% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,831
shares
|
$6.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.23%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
10,831
shares
|
$6.12 Million
0.71% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
10,802
shares
|
$6.1 Million
0.74% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
10,792
shares
|
$6.09 Million
0.87% of portfolio
|
Q1 2024
Added 137.81%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
10,771
shares
|
$6.08 Million
3.4% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
10,767
shares
|
$6.08 Million
0.87% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Mayar Capital Ltd.
|
Feb 07, 2025 Q4 2024 |
10,742
shares
|
$6.07 Million
8.59% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,730
shares
|
$6.06 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
10,716
shares
|
$6.05 Million
0.08% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
10,703
shares
|
$6.04 Million
2.55% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
10,691
shares
|
$6.04 Million
0.13% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
10,686
shares
|
$6.03 Million
1.07% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
10,668
shares
|
$6.02 Million
0.32% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
10,651
shares
|
$6.01 Million
3.63% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,648
shares
|
$6.01 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
10,631
shares
|
$6 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,615
shares
|
$5.99 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
10,611
shares
|
$5.99 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
10,602
shares
|
$5.99 Million
0.76% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10,601
shares
|
$5.99 Million
0.48% of portfolio
|
Q2 2023
Added 11.18%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
10,535
shares
|
$5.95 Million
0.07% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
10,510
shares
|
$5.93 Million
2.76% of portfolio
|
Q4 2024
Reduced 1.34%
|