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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,575
shares
|
$4.84 Million
0.3% of portfolio
|
Q4 2024
Added 36.74%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,551
shares
|
$4.83 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
8,531
shares
|
$4.82 Million
0.26% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
8,522
shares
|
$4.81 Million
0.23% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,516
shares
|
$4.81 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
8,515
shares
|
$4.81 Million
1.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
8,511
shares
|
$4.81 Million
0.73% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
8,497
shares
|
$4.8 Million
0.25% of portfolio
|
Q4 2024
Added 26.09%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
8,485
shares
|
$4.79 Million
0.32% of portfolio
|
Q3 2024
Added 1510.06%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
8,393
shares
|
$4.74 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Orser Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,389
shares
|
$4.74 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
8,345
shares
|
$4.71 Million
2.49% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,302
shares
|
$4.69 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Feb 11, 2025 Q4 2024 |
8,300
shares
|
$4.69 Million
3.44% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
8,285
shares
|
$4.68 Million
0.39% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
8,208
shares
|
$4.64 Million
0.7% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
8,205
shares
|
$4.63 Million
1.02% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
8,203
shares
|
$4.63 Million
1.13% of portfolio
|
Q4 2024
Added 59.37%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
8,194
shares
|
$4.63 Million
0.53% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,178
shares
|
$4.62 Million
1.44% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
8,172
shares
|
$4.61 Million
1.19% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
8,144
shares
|
$4.6 Million
0.59% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,127
shares
|
$4.59 Million
0.25% of portfolio
|
Q4 2024
Added 83.16%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,107
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 45.87%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
8,068
shares
|
$4.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.87%
|