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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
4,651
shares
|
$2.63 Million
0.51% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
4,648
shares
|
$2.62 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,642
shares
|
$2.62 Million
0.96% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,636
shares
|
$2.62 Million
0.26% of portfolio
|
Q4 2024
Added 81.16%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,635
shares
|
$2.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 67.49%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,625
shares
|
$2.61 Million
0.57% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
4,606
shares
|
$2.6 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
4,604
shares
|
$2.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
4,603
shares
|
$2.6 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
4,586
shares
|
$2.59 Million
0.37% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
4,567
shares
|
$2.58 Million
0.17% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,567
shares
|
$2.58 Million
1.87% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
4,566
shares
|
$2.58 Million
0.35% of portfolio
|
Q4 2023
Added 1.62%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
4,565
shares
|
$2.58 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,551
shares
|
$2.57 Million
0.25% of portfolio
|
Q3 2024
Added 135.32%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
4,550
shares
|
$2.57 Million
1.33% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,526
shares
|
$2.56 Million
0.25% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
4,500
shares
|
$2.54 Million
0.09% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
4,489
shares
|
$2.53 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,470
shares
|
$2.52 Million
0.09% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
4,463
shares
|
$2.52 Million
1.35% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
4,459
shares
|
$2.52 Million
0.63% of portfolio
|
Q4 2024
Reduced 28.54%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
4,451
shares
|
$2.51 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
4,451
shares
|
$2.51 Million
0.57% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
4,450
shares
|
$2.51 Million
0.56% of portfolio
|
Q1 2024
Reduced 1.11%
|