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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
33,647
shares
|
$18.7 Million
3.07% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
33,627
shares
|
$18.7 Million
1.23% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
33,410
shares
|
$18.6 Million
5.92% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
33,244
shares
|
$18.5 Million
9.8% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
32,928
shares
|
$18.3 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
32,885
shares
|
$18.3 Million
1.09% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
32,862
shares
|
$18.3 Million
0.21% of portfolio
|
Q3 2024
Added 152.42%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
32,809
shares
|
$18.2 Million
0.17% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
32,504
shares
|
$18.1 Million
0.41% of portfolio
|
Q4 2024
Added 24.62%
|
|
|
Jackson Hill Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
32,500
shares
|
$18.1 Million
9.44% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
32,304
shares
|
$17.9 Million
0.32% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
32,272
shares
|
$17.9 Million
4.57% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
32,234
shares
|
$17.9 Million
0.72% of portfolio
|
Q2 2022
Added 7.24%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
32,231
shares
|
$17.9 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,014
shares
|
$17.8 Million
0.39% of portfolio
|
Q3 2022
Reduced 2.62%
|
|
|
Bluegrass Capital Partners LP
Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
32,000
shares
|
$17.8 Million
15.72% of portfolio
|
Q3 2024
Added 52.38%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
31,694
shares
|
$17.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
31,631
shares
|
$17.6 Million
4.17% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
31,569
shares
|
$17.5 Million
0.21% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
31,463
shares
|
$17.5 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
31,302
shares
|
$17.4 Million
2.77% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
31,138
shares
|
$17.3 Million
2.57% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
31,069
shares
|
$17.3 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
31,051
shares
|
$17.2 Million
0.68% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
30,890
shares
|
$17.2 Million
0.47% of portfolio
|
Q4 2024
New holding
|