Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,517 institutions that hold shares in the stock, with a total of 679 Million shares, which have been reported (via 13F filing form) to have a value of $377 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
188
shares
|
$104,420
0.08% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
186
shares
|
$103,309
0.04% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
185
shares
|
$102,754
0.03% of portfolio
|
Q1 2024
Added 428.57%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
183
shares
|
$101,643
0.04% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
178
shares
|
$98,866
0.06% of portfolio
|
Q1 2024
Added 121.35%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
175
shares
|
$97,200
0.03% of portfolio
|
Q1 2022
Reduced 18.6%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
170
shares
|
$94,423
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
169
shares
|
$93,867
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
167
shares
|
$92,756
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
162
shares
|
$89,979
0.03% of portfolio
|
Q3 2024
Reduced 76.25%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
158
shares
|
$87,757
0.06% of portfolio
|
Q2 2024
Added 507.69%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
153
shares
|
$84,980
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
151
shares
|
$83,869
0.03% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$83,314
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
150
shares
|
$83,314
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
149
shares
|
$82,759
0.06% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
144
shares
|
$79,981
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
141
shares
|
$78,315
0.01% of portfolio
|
Q3 2024
Reduced 87.02%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
140
shares
|
$77,760
0.02% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
137
shares
|
$76,093
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
137
shares
|
$76,093
0.02% of portfolio
|
Q4 2023
Added 5.38%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
137
shares
|
$76,093
0.02% of portfolio
|
Q1 2023
Added 90.28%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
135
shares
|
$74,983
0.03% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
134
shares
|
$74,427
0.01% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
131
shares
|
$72,761
0.02% of portfolio
|
Q2 2024
Reduced 9.03%
|