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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
5,305
shares
|
$2.95 Million
0.44% of portfolio
|
Q2 2024
Reduced 41.53%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Jan 31, 2025 Q4 2024 |
5,297
shares
|
$2.94 Million
1.78% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,291
shares
|
$2.94 Million
1.87% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
5,290
shares
|
$2.94 Million
0.25% of portfolio
|
Q3 2024
Reduced 81.75%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
5,278
shares
|
$2.93 Million
0.38% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
5,276
shares
|
$2.93 Million
0.68% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5,270
shares
|
$2.93 Million
0.37% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
5,257
shares
|
$2.92 Million
0.49% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,256
shares
|
$2.92 Million
0.08% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
5,253
shares
|
$2.92 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5,239
shares
|
$2.91 Million
0.56% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
5,237
shares
|
$2.91 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
5,231
shares
|
$2.91 Million
0.31% of portfolio
|
Q4 2024
Reduced 65.39%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
5,229
shares
|
$2.9 Million
1.21% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,228
shares
|
$2.9 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
5,223
shares
|
$2.9 Million
1.41% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,217
shares
|
$2.9 Million
0.35% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
5,186
shares
|
$2.88 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
5,182
shares
|
$2.88 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,173
shares
|
$2.87 Million
0.11% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
5,172
shares
|
$2.87 Million
1.07% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
5,162
shares
|
$2.87 Million
0.78% of portfolio
|
Q3 2022
Reduced 0.21%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
5,122
shares
|
$2.84 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
5,107
shares
|
$2.84 Million
0.31% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
5,079
shares
|
$2.82 Million
0.24% of portfolio
|
Q3 2024
Added 5.99%
|