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 |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
5,278
shares
|
$2.98 Million
0.38% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
5,257
shares
|
$2.97 Million
0.49% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,256
shares
|
$2.97 Million
0.08% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
5,246
shares
|
$2.96 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
5,243
shares
|
$2.96 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5,239
shares
|
$2.96 Million
0.56% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
5,237
shares
|
$2.96 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
5,231
shares
|
$2.95 Million
0.31% of portfolio
|
Q4 2024
Reduced 65.39%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
5,229
shares
|
$2.95 Million
1.21% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
5,223
shares
|
$2.95 Million
1.41% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
5,223
shares
|
$2.95 Million
0.85% of portfolio
|
Q4 2024
Added 19.82%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
5,206
shares
|
$2.94 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
5,195
shares
|
$2.93 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
5,189
shares
|
$2.93 Million
1.15% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
5,186
shares
|
$2.93 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
5,182
shares
|
$2.93 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,173
shares
|
$2.92 Million
0.11% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
5,162
shares
|
$2.91 Million
0.78% of portfolio
|
Q3 2022
Reduced 0.21%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
5,122
shares
|
$2.89 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
5,109
shares
|
$2.89 Million
0.2% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
5,079
shares
|
$2.87 Million
0.24% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
5,067
shares
|
$2.86 Million
0.35% of portfolio
|
Q4 2024
Added 263.75%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,067
shares
|
$2.86 Million
0.16% of portfolio
|
Q3 2024
Reduced 31.87%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
5,065
shares
|
$2.86 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
5,065
shares
|
$2.86 Million
1.55% of portfolio
|
Q4 2024
Reduced 5.59%
|