Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,670 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $440 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,648
shares
|
$5.46 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,642
shares
|
$5.46 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
9,642
shares
|
$5.46 Million
1.28% of portfolio
|
Q4 2020
Added 17.69%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
9,633
shares
|
$5.46 Million
0.2% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,633
shares
|
$5.46 Million
0.68% of portfolio
|
Q2 2023
Reduced 16.45%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
9,629
shares
|
$5.45 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
|
$5.44 Million
4.03% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,575
shares
|
$5.42 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
9,574
shares
|
$5.42 Million
2.18% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,559
shares
|
$5.41 Million
0.39% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
9,540
shares
|
$5.4 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
9,533
shares
|
$5.4 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
9,506
shares
|
$5.38 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
|
$5.38 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
9,459
shares
|
$5.36 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
9,457
shares
|
$5.36 Million
1.9% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
9,390
shares
|
$5.32 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
|
$5.31 Million
4.75% of portfolio
|
Q3 2024
New holding
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
9,357
shares
|
$5.3 Million
1.13% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Whitford Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,339
shares
|
$5.29 Million
2.62% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
9,304
shares
|
$5.27 Million
0.64% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,301
shares
|
$5.27 Million
0.17% of portfolio
|
Q3 2024
Added 31.06%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,255
shares
|
$5.24 Million
1.53% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
9,248
shares
|
$5.24 Million
0.32% of portfolio
|
Q4 2024
Added 30.07%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
9,245
shares
|
$5.24 Million
0.86% of portfolio
|
Q4 2024
New holding
|