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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
9,804
shares
|
$5.54 Million
0.25% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,783
shares
|
$5.52 Million
0.18% of portfolio
|
Q3 2024
Added 36.22%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
9,780
shares
|
$5.52 Million
0.59% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
9,761
shares
|
$5.51 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
9,755
shares
|
$5.51 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,665
shares
|
$5.46 Million
0.52% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,648
shares
|
$5.45 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,642
shares
|
$5.44 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
9,642
shares
|
$5.44 Million
1.28% of portfolio
|
Q4 2020
Added 17.69%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
9,633
shares
|
$5.44 Million
0.2% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,633
shares
|
$5.44 Million
0.68% of portfolio
|
Q2 2023
Reduced 16.45%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
9,629
shares
|
$5.44 Million
4.83% of portfolio
|
Q1 2024
Reduced 7.4%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
9,614
shares
|
$5.43 Million
4.03% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,575
shares
|
$5.41 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
9,574
shares
|
$5.41 Million
2.18% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,559
shares
|
$5.4 Million
0.39% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
9,540
shares
|
$5.39 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
9,533
shares
|
$5.38 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
9,506
shares
|
$5.37 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
9,494
shares
|
$5.36 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
9,470
shares
|
$5.35 Million
0.18% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
9,459
shares
|
$5.34 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
9,390
shares
|
$5.3 Million
0.69% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
9,380
shares
|
$5.3 Million
4.75% of portfolio
|
Q3 2024
New holding
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
9,357
shares
|
$5.28 Million
1.13% of portfolio
|
Q3 2024
Added 3.2%
|