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 |
|---|---|---|---|---|---|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
14,979
shares
|
$8.32 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 12, 2024 Q3 2024 |
14,942
shares
|
$8.3 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
14,934
shares
|
$8.29 Million
0.19% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
14,928
shares
|
$8.29 Million
0.09% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,927
shares
|
$8.29 Million
0.08% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
14,896
shares
|
$8.27 Million
2.53% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
14,841
shares
|
$8.24 Million
1.12% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
14,825
shares
|
$8.23 Million
0.32% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
14,801
shares
|
$8.22 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
14,774
shares
|
$8.21 Million
4.11% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
14,762
shares
|
$8.2 Million
1.21% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
14,757
shares
|
$8.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
14,756
shares
|
$8.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
14,737
shares
|
$8.19 Million
2.55% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
14,737
shares
|
$8.19 Million
0.17% of portfolio
|
Q3 2024
Added 44.07%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
14,690
shares
|
$8.16 Million
1.31% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
14,660
shares
|
$8.14 Million
1.97% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
14,656
shares
|
$8.14 Million
0.9% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,637
shares
|
$8.13 Million
2.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
14,609
shares
|
$8.11 Million
1.78% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,604
shares
|
$8.11 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
14,600
shares
|
$8.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 75.31%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
14,526
shares
|
$8.07 Million
0.34% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
14,493
shares
|
$8.05 Million
1.77% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
14,491
shares
|
$8.05 Million
1.27% of portfolio
|
Q4 2024
Added 10.25%
|