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 |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
6,599
shares
|
$3.67 Million
1.05% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,595
shares
|
$3.66 Million
0.26% of portfolio
|
Q3 2024
Added 344.41%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,592
shares
|
$3.66 Million
0.14% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,592
shares
|
$3.66 Million
0.23% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
6,570
shares
|
$3.65 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,521
shares
|
$3.62 Million
0.5% of portfolio
|
Q3 2023
Added 0.32%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
6,500
shares
|
$3.61 Million
1.03% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,488
shares
|
$3.6 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,473
shares
|
$3.6 Million
0.21% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,441
shares
|
$3.58 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,432
shares
|
$3.57 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
6,413
shares
|
$3.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
6,383
shares
|
$3.55 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
6,376
shares
|
$3.54 Million
0.93% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,366
shares
|
$3.54 Million
0.41% of portfolio
|
Q1 2024
Added 361.64%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,343
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 71.53%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
6,329
shares
|
$3.52 Million
1.37% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
6,323
shares
|
$3.51 Million
1.31% of portfolio
|
Q4 2024
Added 123.98%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
6,313
shares
|
$3.51 Million
0.1% of portfolio
|
Q3 2022
Added 47.98%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
6,308
shares
|
$3.5 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
6,306
shares
|
$3.5 Million
0.99% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
6,287
shares
|
$3.49 Million
0.24% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,282
shares
|
$3.49 Million
0.27% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
6,271
shares
|
$3.48 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,254
shares
|
$3.47 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.26%
|