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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,914
shares
|
$2.77 Million
0.14% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
4,900
shares
|
$2.77 Million
0.17% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,886
shares
|
$2.76 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
4,870
shares
|
$2.75 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
4,861
shares
|
$2.75 Million
0.56% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
4,858
shares
|
$2.74 Million
0.13% of portfolio
|
Q3 2022
Added 60.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
4,856
shares
|
$2.74 Million
0.31% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
4,855
shares
|
$2.74 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
4,842
shares
|
$2.73 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Jan 07, 2025 Q4 2024 |
4,828
shares
|
$2.73 Million
1.17% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
4,796
shares
|
$2.71 Million
1.54% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
4,783
shares
|
$2.7 Million
0.59% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
4,772
shares
|
$2.69 Million
1.11% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
4,770
shares
|
$2.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,764
shares
|
$2.69 Million
0.44% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
4,744
shares
|
$2.68 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
4,737
shares
|
$2.67 Million
1.41% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
4,716
shares
|
$2.66 Million
1.63% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
4,696
shares
|
$2.65 Million
0.39% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
4,694
shares
|
$2.65 Million
0.61% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
4,677
shares
|
$2.64 Million
0.39% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
4,671
shares
|
$2.64 Million
0.15% of portfolio
|
Q3 2024
Added 130.44%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,670
shares
|
$2.64 Million
0.39% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,667
shares
|
$2.64 Million
0.22% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
4,652
shares
|
$2.63 Million
0.3% of portfolio
|
Q4 2024
Added 2.06%
|