Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,484 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 $361 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
2,627
shares
|
$1.4 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,609
shares
|
$1.39 Million
0.14% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
2,603
shares
|
$1.39 Million
0.32% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
2,603
shares
|
$1.39 Million
0.85% of portfolio
|
Q3 2024
Added 33.42%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,599
shares
|
$1.39 Million
0.5% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,597
shares
|
$1.39 Million
0.23% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
2,579
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,577
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,565
shares
|
$1.37 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
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
2,563
shares
|
$1.37 Million
0.35% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,549
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2024
Added 30.58%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
2,541
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
2,537
shares
|
$1.35 Million
0.95% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,533
shares
|
$1.35 Million
0.38% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
2,532
shares
|
$1.35 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,528
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
2,527
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2024
Added 18.97%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,521
shares
|
$1.34 Million
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
2,521
shares
|
$1.34 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,515
shares
|
$1.34 Million
0.39% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,513
shares
|
$1.34 Million
0.22% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
2,509
shares
|
$1.34 Million
0.84% of portfolio
|
Q3 2024
Reduced 19.17%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,506
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
2,505
shares
|
$1.34 Million
0.27% of portfolio
|
Q4 2024
Added 1.33%
|