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 |
|---|---|---|---|---|---|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
5,937
shares
|
$3.35 Million
1.19% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
5,929
shares
|
$3.35 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
5,906
shares
|
$3.34 Million
1.88% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,903
shares
|
$3.33 Million
2.38% of portfolio
|
Q3 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
5,842
shares
|
$3.3 Million
0.46% of portfolio
|
Q3 2022
Reduced 2.03%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,840
shares
|
$3.3 Million
0.52% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
5,832
shares
|
$3.29 Million
0.51% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
5,830
shares
|
$3.29 Million
0.43% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,823
shares
|
$3.29 Million
0.23% of portfolio
|
Q4 2024
Reduced 42.98%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,821
shares
|
$3.29 Million
0.22% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
5,815
shares
|
$3.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
5,804
shares
|
$3.28 Million
1.38% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
5,795
shares
|
$3.27 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Jan 28, 2025 Q4 2024 |
5,788
shares
|
$3.27 Million
0.19% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
5,775
shares
|
$3.26 Million
1.54% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
5,764
shares
|
$3.25 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,764
shares
|
$3.25 Million
0.24% of portfolio
|
Q4 2022
Reduced 4.54%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
5,763
shares
|
$3.25 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,755
shares
|
$3.25 Million
0.81% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
5,745
shares
|
$3.24 Million
0.51% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,744
shares
|
$3.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 61.03%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,730
shares
|
$3.24 Million
0.52% of portfolio
|
Q2 2022
Added 4.01%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
5,724
shares
|
$3.23 Million
0.79% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5,723
shares
|
$3.23 Million
0.28% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
5,723
shares
|
$3.23 Million
0.14% of portfolio
|
Q2 2024
Added 0.65%
|