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 |
|---|---|---|---|---|---|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
8,696
shares
|
$4.83 Million
1.78% of portfolio
|
Q4 2023
Reduced 65.1%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
8,685
shares
|
$4.82 Million
1.73% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
8,632
shares
|
$4.79 Million
0.67% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
8,616
shares
|
$4.79 Million
1.73% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
8,597
shares
|
$4.78 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
8,597
shares
|
$4.78 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
8,591
shares
|
$4.77 Million
2.47% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,551
shares
|
$4.75 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
8,531
shares
|
$4.74 Million
0.26% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
8,522
shares
|
$4.73 Million
0.23% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,516
shares
|
$4.73 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
8,515
shares
|
$4.73 Million
1.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
8,511
shares
|
$4.73 Million
0.73% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
8,497
shares
|
$4.72 Million
0.24% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
8,485
shares
|
$4.71 Million
0.32% of portfolio
|
Q3 2024
Added 1510.06%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
8,393
shares
|
$4.66 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Orser Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,389
shares
|
$4.66 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Alphinity Investment Management Pty LTD
|
Nov 08, 2024 Q3 2024 |
8,356
shares
|
$4.64 Million
0.03% of portfolio
|
Q3 2024
Added 22.13%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
8,345
shares
|
$4.64 Million
2.49% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,302
shares
|
$4.61 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
8,285
shares
|
$4.6 Million
0.39% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
8,222
shares
|
$4.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
8,208
shares
|
$4.56 Million
0.7% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
8,205
shares
|
$4.56 Million
1.02% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
8,203
shares
|
$4.56 Million
1.13% of portfolio
|
Q4 2024
Added 59.37%
|