Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,444 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 $342 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,684
shares
|
$1.35 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
2,682
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
2,680
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
2,679
shares
|
$1.35 Million
0.98% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,676
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
2,667
shares
|
$1.35 Million
0.51% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
2,657
shares
|
$1.34 Million
0.78% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,652
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,646
shares
|
$1.34 Million
0.81% of portfolio
|
Q3 2022
Added 4.88%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
2,637
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2024
Added 138.64%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
2,632
shares
|
$1.33 Million
0.25% of portfolio
|
Q2 2024
Reduced 49.78%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,627
shares
|
$1.33 Million
0.2% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
2,627
shares
|
$1.33 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,609
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
2,603
shares
|
$1.31 Million
0.85% of portfolio
|
Q3 2024
Added 33.42%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,597
shares
|
$1.31 Million
0.23% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
2,586
shares
|
$1.31 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
2,579
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,577
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,565
shares
|
$1.29 Million
0.21% of portfolio
|
N/A
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
2,563
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
2,559
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
2,553
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,549
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2024
Added 30.58%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,542
shares
|
$1.28 Million
0.22% of portfolio
|
Q3 2024
Added 5.3%
|