Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,517 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 $377 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,142
shares
|
$634,301
0.06% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
1,142
shares
|
$634,301
0.45% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,141
shares
|
$633,745
0.04% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
1,139
shares
|
$632,634
0.14% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
1,134
shares
|
$629,857
0.16% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,131
shares
|
$628,191
0.2% of portfolio
|
Q4 2024
Added 28.82%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
1,130
shares
|
$627,635
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Horiko Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,130
shares
|
$627,635
0.16% of portfolio
|
Q1 2023
Reduced 22.6%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,129
shares
|
$627,080
0.09% of portfolio
|
Q4 2024
Reduced 64.4%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,127
shares
|
$625,969
0.21% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,127
shares
|
$625,969
0.07% of portfolio
|
Q4 2024
Added 38.62%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
1,127
shares
|
$625,969
0.18% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,125
shares
|
$624,858
0.42% of portfolio
|
Q2 2024
Reduced 46.71%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,123
shares
|
$623,747
0.28% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
1,123
shares
|
$623,747
0.12% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
1,123
shares
|
$623,747
0.3% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,121
shares
|
$622,637
0.15% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,117
shares
|
$620,415
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
1,116
shares
|
$619,859
0.26% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
1,115
shares
|
$619,304
0.02% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,112
shares
|
$617,638
0.03% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
1,112
shares
|
$617,638
0.12% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,111
shares
|
$617,082
0.25% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,110
shares
|
$616,527
0.43% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
1,109
shares
|
$615,971
0.03% of portfolio
|
Q3 2024
New holding
|