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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,521
shares
|
$3.68 Million
0.5% of portfolio
|
Q3 2023
Added 0.32%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
6,500
shares
|
$3.67 Million
1.03% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Matthew 25 Management Corp
|
Feb 03, 2025 Q4 2024 |
6,500
shares
|
$3.67 Million
1.16% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,488
shares
|
$3.66 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,473
shares
|
$3.66 Million
0.21% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,441
shares
|
$3.64 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,432
shares
|
$3.63 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
6,413
shares
|
$3.62 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
6,376
shares
|
$3.6 Million
0.93% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,366
shares
|
$3.59 Million
0.41% of portfolio
|
Q1 2024
Added 361.64%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,343
shares
|
$3.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 71.53%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
6,323
shares
|
$3.57 Million
1.31% of portfolio
|
Q4 2024
Added 123.98%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
6,313
shares
|
$3.56 Million
0.1% of portfolio
|
Q3 2022
Added 47.98%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
6,308
shares
|
$3.56 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
6,297
shares
|
$3.56 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,282
shares
|
$3.55 Million
0.27% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,254
shares
|
$3.53 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
6,249
shares
|
$3.53 Million
2.99% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
6,248
shares
|
$3.53 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,241
shares
|
$3.52 Million
1.6% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
6,240
shares
|
$3.52 Million
0.73% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
6,216
shares
|
$3.51 Million
0.58% of portfolio
|
Q3 2024
Added 84.89%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
6,200
shares
|
$3.5 Million
4.81% of portfolio
|
Q2 2023
Reduced 32.61%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
6,195
shares
|
$3.5 Million
1.42% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,185
shares
|
$3.49 Million
0.35% of portfolio
|
Q4 2024
Added 21.11%
|