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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
3,919
shares
|
$2.21 Million
0.31% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,908
shares
|
$2.2 Million
0.07% of portfolio
|
Q2 2024
Added 8.74%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,902
shares
|
$2.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
3,896
shares
|
$2.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 69.83%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
3,890
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
3,889
shares
|
$2.19 Million
0.26% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,871
shares
|
$2.18 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,866
shares
|
$2.18 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
3,866
shares
|
$2.18 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,850
shares
|
$2.17 Million
0.18% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,840
shares
|
$2.17 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Nov 12, 2024 Q3 2024 |
3,840
shares
|
$2.17 Million
0.65% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
3,833
shares
|
$2.16 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
3,829
shares
|
$2.16 Million
1.65% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,826
shares
|
$2.16 Million
0.07% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,826
shares
|
$2.16 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
3,815
shares
|
$2.15 Million
0.63% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,809
shares
|
$2.15 Million
1.52% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Tb Alternative Assets Ltd.
|
Jan 17, 2025 Q4 2024 |
3,792
shares
|
$2.14 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Resources Group LTD
|
Dec 09, 2024 Q3 2024 |
3,790
shares
|
$2.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 97.95%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,775
shares
|
$2.13 Million
0.03% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,757
shares
|
$2.12 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
3,754
shares
|
$2.12 Million
0.9% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,749
shares
|
$2.11 Million
0.92% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
3,744
shares
|
$2.11 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.86%
|