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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,169
shares
|
$4.05 Million
0.59% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Prospect Hill Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,150
shares
|
$4.04 Million
1.66% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
7,142
shares
|
$4.03 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
7,130
shares
|
$4.03 Million
2.95% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,110
shares
|
$4.02 Million
0.23% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,107
shares
|
$4.01 Million
0.77% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
7,104
shares
|
$4.01 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
7,086
shares
|
$4 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,084
shares
|
$4 Million
0.12% of portfolio
|
Q3 2023
Added 9.14%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
7,068
shares
|
$3.99 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
7,057
shares
|
$3.99 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
7,029
shares
|
$3.97 Million
0.26% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
7,000
shares
|
$3.95 Million
0.6% of portfolio
|
Q4 2021
Added 40.0%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
6,967
shares
|
$3.93 Million
1.36% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
6,949
shares
|
$3.92 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
6,925
shares
|
$3.91 Million
1.48% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,925
shares
|
$3.91 Million
0.45% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
6,913
shares
|
$3.9 Million
1.22% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
6,898
shares
|
$3.9 Million
0.81% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
6,889
shares
|
$3.89 Million
1.04% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
6,887
shares
|
$3.89 Million
1.2% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,883
shares
|
$3.89 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
6,857
shares
|
$3.87 Million
1.68% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
6,853
shares
|
$3.87 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,836
shares
|
$3.86 Million
0.22% of portfolio
|
Q4 2024
Added 30.76%
|