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 |
|---|---|---|---|---|---|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
1,886
shares
|
$1.06 Million
0.67% of portfolio
|
Q3 2024
Reduced 18.46%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
1,884
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
1,882
shares
|
$1.06 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
1,880
shares
|
$1.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
1,874
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
1,873
shares
|
$1.06 Million
0.83% of portfolio
|
Q4 2022
Reduced 2.8%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,870
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,867
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 18.79%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,865
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,864
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 73.07%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
1,861
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
1,860
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
1,859
shares
|
$1.05 Million
0.47% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
1,847
shares
|
$1.04 Million
0.73% of portfolio
|
Q3 2022
Reduced 0.75%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,843
shares
|
$1.04 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,843
shares
|
$1.04 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,843
shares
|
$1.04 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,838
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
1,834
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
1,834
shares
|
$1.03 Million
0.59% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,830
shares
|
$1.03 Million
0.63% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
1,830
shares
|
$1.03 Million
0.72% of portfolio
|
Q2 2022
Reduced 1.35%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
1,828
shares
|
$1.03 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,823
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,817
shares
|
$1.02 Million
0.4% of portfolio
|
Q4 2024
New holding
|