Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,524 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 $383 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
4,108
shares
|
$2.32 Million
0.27% of portfolio
|
Q3 2024
Added 19.04%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
4,100
shares
|
$2.31 Million
1.08% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,093
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2024
Reduced 30.34%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
4,092
shares
|
$2.31 Million
0.38% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
4,070
shares
|
$2.3 Million
0.49% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
4,069
shares
|
$2.29 Million
0.49% of portfolio
|
Q3 2024
Reduced 87.84%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,060
shares
|
$2.29 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,058
shares
|
$2.29 Million
0.39% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,056
shares
|
$2.29 Million
0.16% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
4,040
shares
|
$2.28 Million
0.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,018
shares
|
$2.27 Million
0.48% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
4,003
shares
|
$2.26 Million
0.09% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,003
shares
|
$2.26 Million
0.52% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$2.26 Million
0.37% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
3,986
shares
|
$2.25 Million
0.83% of portfolio
|
Q2 2024
Reduced 16.99%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
3,986
shares
|
$2.25 Million
0.12% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,973
shares
|
$2.24 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,971
shares
|
$2.24 Million
1.74% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,962
shares
|
$2.23 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
3,947
shares
|
$2.23 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
3,947
shares
|
$2.23 Million
2.19% of portfolio
|
Q1 2024
New holding
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
3,936
shares
|
$2.22 Million
0.4% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
3,932
shares
|
$2.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.73%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
3,921
shares
|
$2.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,920
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2024
Added 6.18%
|