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 |
|---|---|---|---|---|---|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,891
shares
|
$20.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
36,555
shares
|
$20.3 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
36,298
shares
|
$20.2 Million
1.33% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
36,133
shares
|
$20.1 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
36,063
shares
|
$20 Million
1.52% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
36,040
shares
|
$20 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
35,943
shares
|
$20 Million
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
35,510
shares
|
$19.7 Million
0.24% of portfolio
|
Q3 2024
Added 67.66%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
35,432
shares
|
$19.7 Million
2.59% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
35,302
shares
|
$19.6 Million
0.42% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
35,259
shares
|
$19.6 Million
1.85% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
35,138
shares
|
$19.5 Million
0.48% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
35,021
shares
|
$19.5 Million
0.52% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
Nov 14, 2024 Q3 2024 |
35,000
shares
|
$19.4 Million
3.3% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
34,885
shares
|
$19.4 Million
0.25% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
34,833
shares
|
$19.3 Million
2.18% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
34,760
shares
|
$19.3 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
34,577
shares
|
$19.2 Million
0.35% of portfolio
|
Q1 2023
Added 1816.69%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
34,502
shares
|
$19.2 Million
0.1% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Thames Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,423
shares
|
$19.1 Million
5.81% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
34,177
shares
|
$19 Million
1.25% of portfolio
|
Q3 2024
Added 71.74%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
34,123
shares
|
$19 Million
2.21% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
34,016
shares
|
$18.9 Million
0.29% of portfolio
|
Q3 2022
Reduced 9.64%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
33,839
shares
|
$18.8 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
33,729
shares
|
$18.7 Million
0.51% of portfolio
|
Q3 2021
Reduced 2.71%
|