Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,443 institutions that hold shares in the stock, with a total of 677 Million shares, which have been reported (via 13F filing form) to have a value of $350 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
35,510
shares
|
$18.3 Million
0.24% of portfolio
|
Q3 2024
Added 67.66%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
35,302
shares
|
$18.2 Million
0.42% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
35,259
shares
|
$18.2 Million
1.85% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
35,215
shares
|
$18.2 Million
2.4% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
35,138
shares
|
$18.1 Million
0.48% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
35,021
shares
|
$18.1 Million
0.52% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
Nov 14, 2024 Q3 2024 |
35,000
shares
|
$18.1 Million
3.3% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
34,885
shares
|
$18 Million
0.25% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
34,833
shares
|
$18 Million
2.18% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
34,760
shares
|
$18 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
34,577
shares
|
$17.9 Million
0.35% of portfolio
|
Q1 2023
Added 1816.69%
|
|
|
Thames Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,423
shares
|
$17.8 Million
5.81% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
34,177
shares
|
$17.6 Million
1.25% of portfolio
|
Q3 2024
Added 71.74%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
34,123
shares
|
$17.6 Million
2.21% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Oak Ridge Investments LLC
|
Oct 28, 2024 Q3 2024 |
34,018
shares
|
$17.6 Million
1.46% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
34,016
shares
|
$17.6 Million
0.29% of portfolio
|
Q3 2022
Reduced 9.64%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
33,839
shares
|
$17.5 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
33,729
shares
|
$17.4 Million
0.51% of portfolio
|
Q3 2021
Reduced 2.71%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
33,647
shares
|
$17.4 Million
3.07% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
33,410
shares
|
$17.3 Million
5.92% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
33,205
shares
|
$17.1 Million
10.24% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
33,055
shares
|
$17.1 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
32,885
shares
|
$17 Million
1.09% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
32,862
shares
|
$17 Million
0.21% of portfolio
|
Q3 2024
Added 152.42%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
32,809
shares
|
$16.9 Million
0.17% of portfolio
|
Q3 2024
Added 8.31%
|