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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,764
shares
|
$3.2 Million
0.24% of portfolio
|
Q4 2022
Reduced 4.54%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
5,763
shares
|
$3.2 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,755
shares
|
$3.2 Million
0.81% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
5,745
shares
|
$3.19 Million
0.51% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,744
shares
|
$3.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 61.03%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,730
shares
|
$3.18 Million
0.52% of portfolio
|
Q2 2022
Added 4.01%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
5,724
shares
|
$3.18 Million
0.79% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
5,723
shares
|
$3.18 Million
0.13% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
5,709
shares
|
$3.17 Million
0.55% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
5,703
shares
|
$3.17 Million
1.27% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
5,680
shares
|
$3.15 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,674
shares
|
$3.15 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
5,673
shares
|
$3.15 Million
0.55% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
5,660
shares
|
$3.14 Million
0.87% of portfolio
|
Q3 2024
Added 81.82%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,649
shares
|
$3.14 Million
1.11% of portfolio
|
Q4 2024
Reduced 19.33%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
5,649
shares
|
$3.14 Million
1.64% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
5,619
shares
|
$3.12 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
5,616
shares
|
$3.12 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
5,612
shares
|
$3.12 Million
0.26% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
5,607
shares
|
$3.11 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,599
shares
|
$3.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 88.72%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
5,593
shares
|
$3.11 Million
0.5% of portfolio
|
Q1 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5,585
shares
|
$3.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 23.11%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,585
shares
|
$3.1 Million
0.95% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,585
shares
|
$3.1 Million
0.16% of portfolio
|
Q4 2024
Added 2.23%
|