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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
4,074
shares
|
$2.3 Million
0.06% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
4,070
shares
|
$2.3 Million
0.49% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
4,069
shares
|
$2.3 Million
0.49% of portfolio
|
Q3 2024
Reduced 87.84%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,058
shares
|
$2.29 Million
0.39% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,056
shares
|
$2.29 Million
0.16% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Feb 10, 2025 Q4 2024 |
4,045
shares
|
$2.28 Million
2.48% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
4,040
shares
|
$2.28 Million
0.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,037
shares
|
$2.28 Million
1.77% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,018
shares
|
$2.27 Million
0.48% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
4,015
shares
|
$2.27 Million
0.47% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
4,014
shares
|
$2.27 Million
1.81% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
4,014
shares
|
$2.27 Million
0.12% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
4,003
shares
|
$2.26 Million
0.09% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,003
shares
|
$2.26 Million
0.52% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$2.26 Million
0.37% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
3,984
shares
|
$2.25 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
3,977
shares
|
$2.25 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
3,977
shares
|
$2.25 Million
0.4% of portfolio
|
Q4 2024
Added 57.38%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,973
shares
|
$2.24 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,962
shares
|
$2.24 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
3,947
shares
|
$2.23 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
3,932
shares
|
$2.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.73%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
3,921
shares
|
$2.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
3,919
shares
|
$2.21 Million
0.31% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,908
shares
|
$2.21 Million
0.07% of portfolio
|
Q2 2024
Added 8.74%
|