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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
5,067
shares
|
$2.81 Million
0.35% of portfolio
|
Q4 2024
Added 263.75%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,067
shares
|
$2.81 Million
0.16% of portfolio
|
Q3 2024
Reduced 31.87%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
5,065
shares
|
$2.81 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
5,064
shares
|
$2.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,035
shares
|
$2.8 Million
0.41% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
5,034
shares
|
$2.8 Million
0.72% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,028
shares
|
$2.79 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,027
shares
|
$2.79 Million
0.22% of portfolio
|
Q3 2024
Reduced 43.18%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
5,025
shares
|
$2.79 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,025
shares
|
$2.79 Million
1.65% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,017
shares
|
$2.79 Million
1.71% of portfolio
|
Q1 2023
Added 3.04%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
5,015
shares
|
$2.79 Million
0.24% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
5,011
shares
|
$2.78 Million
0.09% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
5,002
shares
|
$2.78 Million
0.28% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 17, 2025 Q4 2024 |
4,998
shares
|
$2.78 Million
1.0% of portfolio
|
Q4 2020
New holding
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,953
shares
|
$2.75 Million
0.05% of portfolio
|
Q3 2024
Added 374.43%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
4,943
shares
|
$2.75 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,932
shares
|
$2.74 Million
0.07% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Rdst Capital LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
4,930
shares
|
$2.74 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,927
shares
|
$2.74 Million
1.15% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,922
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,921
shares
|
$2.73 Million
0.87% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
4,915
shares
|
$2.73 Million
0.09% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,914
shares
|
$2.73 Million
0.14% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
4,900
shares
|
$2.72 Million
0.17% of portfolio
|
Q4 2024
Reduced 14.04%
|