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 |
|---|---|---|---|---|---|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
8,894
shares
|
$5.02 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,885
shares
|
$5.02 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
8,850
shares
|
$5 Million
2.23% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
8,847
shares
|
$5 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
8,844
shares
|
$4.99 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
8,813
shares
|
$4.98 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
8,804
shares
|
$4.97 Million
0.23% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
8,780
shares
|
$4.96 Million
0.87% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,766
shares
|
$4.95 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
8,734
shares
|
$4.93 Million
3.02% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,730
shares
|
$4.93 Million
0.03% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
8,728
shares
|
$4.93 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
8,728
shares
|
$4.93 Million
0.16% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,722
shares
|
$4.93 Million
1.11% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
In Depth Partners, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
8,718
shares
|
$4.92 Million
4.47% of portfolio
|
Q3 2024
Reduced 50.43%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
8,712
shares
|
$4.92 Million
0.23% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,712
shares
|
$4.92 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
8,706
shares
|
$4.92 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
8,696
shares
|
$4.91 Million
1.78% of portfolio
|
Q4 2023
Reduced 65.1%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
8,685
shares
|
$4.9 Million
1.68% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
8,647
shares
|
$4.88 Million
0.27% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
8,632
shares
|
$4.87 Million
0.67% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
8,616
shares
|
$4.87 Million
1.73% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
8,597
shares
|
$4.85 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
8,597
shares
|
$4.85 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.4%
|