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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
30,835
shares
|
$17.1 Million
0.94% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
30,830
shares
|
$17.1 Million
2.81% of portfolio
|
Q2 2023
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
30,807
shares
|
$17.1 Million
0.63% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,593
shares
|
$17 Million
0.33% of portfolio
|
Q4 2024
Added 20.34%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
30,562
shares
|
$17 Million
0.56% of portfolio
|
Q1 2024
Reduced 64.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
30,552
shares
|
$17 Million
0.36% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
30,494
shares
|
$16.9 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
30,490
shares
|
$16.9 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Claar Advisors LLC
New York, NY |
Dec 10, 2024 Q3 2024 |
30,190
shares
|
$16.8 Million
5.07% of portfolio
|
Q1 2024
Reduced 6.53%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
30,062
shares
|
$16.7 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
29,973
shares
|
$16.6 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
29,797
shares
|
$16.6 Million
1.43% of portfolio
|
Q4 2023
Reduced 2.77%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
29,631
shares
|
$16.5 Million
3.32% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
29,623
shares
|
$16.5 Million
2.11% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
29,595
shares
|
$16.4 Million
0.46% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
29,516
shares
|
$16.4 Million
1.41% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
29,354
shares
|
$16.3 Million
0.24% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
29,236
shares
|
$16.2 Million
1.7% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
29,143
shares
|
$16.2 Million
1.23% of portfolio
|
Q2 2021
Added 4.47%
|
|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
28,845
shares
|
$16 Million
4.28% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
28,561
shares
|
$15.9 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
28,559
shares
|
$15.9 Million
0.15% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
28,537
shares
|
$15.9 Million
0.22% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
28,501
shares
|
$15.8 Million
0.45% of portfolio
|
Q4 2024
Added 29.29%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
28,445
shares
|
$15.8 Million
0.93% of portfolio
|
Q3 2024
Added 17.23%
|