Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,568 institutions that hold shares in the stock, with a total of 681 Million shares, which have been reported (via 13F filing form) to have a value of $384 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
7,057
shares
|
$3.97 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
7,029
shares
|
$3.96 Million
0.26% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,021
shares
|
$3.95 Million
2.6% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
7,020
shares
|
$3.95 Million
0.33% of portfolio
|
Q3 2024
Reduced 41.27%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
7,000
shares
|
$3.94 Million
0.6% of portfolio
|
Q4 2021
Added 40.0%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
6,967
shares
|
$3.92 Million
1.36% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
6,949
shares
|
$3.91 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
6,925
shares
|
$3.9 Million
1.48% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,925
shares
|
$3.9 Million
0.45% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
6,913
shares
|
$3.89 Million
1.22% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
6,898
shares
|
$3.88 Million
0.81% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
6,889
shares
|
$3.88 Million
1.04% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
6,887
shares
|
$3.88 Million
1.2% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,883
shares
|
$3.87 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
6,857
shares
|
$3.86 Million
1.68% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
6,853
shares
|
$3.86 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,824
shares
|
$3.84 Million
0.11% of portfolio
|
Q4 2024
Added 42.29%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Feb 07, 2025 Q4 2024 |
6,822
shares
|
$3.84 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
6,772
shares
|
$3.81 Million
0.36% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
6,757
shares
|
$3.8 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
6,735
shares
|
$3.79 Million
0.55% of portfolio
|
Q4 2024
Added 40.61%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,733
shares
|
$3.79 Million
0.05% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
6,720
shares
|
$3.78 Million
1.91% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
6,708
shares
|
$3.77 Million
1.13% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
6,692
shares
|
$3.77 Million
1.52% of portfolio
|
Q3 2024
Added 2.61%
|