Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,568 institutions that hold shares in the stock, with a total of 681 Million shares, which have been reported (via 13F filing form) to have a value of $384 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,128
shares
|
$634,782
0.28% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,127
shares
|
$634,219
0.21% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,127
shares
|
$634,219
0.07% of portfolio
|
Q4 2024
Added 38.62%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
1,127
shares
|
$634,219
0.18% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,125
shares
|
$633,093
0.45% of portfolio
|
Q2 2024
Reduced 46.71%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,123
shares
|
$631,968
0.28% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
1,123
shares
|
$631,968
0.12% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
1,123
shares
|
$631,968
0.3% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,121
shares
|
$630,842
0.15% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,117
shares
|
$628,591
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
1,115
shares
|
$627,466
0.02% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,112
shares
|
$625,778
0.03% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
1,112
shares
|
$625,778
0.12% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,111
shares
|
$625,215
0.25% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,110
shares
|
$624,652
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,107
shares
|
$622,964
0.09% of portfolio
|
Q4 2024
Added 38.55%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,107
shares
|
$622,964
0.04% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,104
shares
|
$621,276
0.1% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,101
shares
|
$619,587
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,100
shares
|
$619,025
0.17% of portfolio
|
Q3 2020
Reduced 27.39%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
1,097
shares
|
$617,336
0.03% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,097
shares
|
$617,336
0.06% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
1,094
shares
|
$615,648
0.39% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$615,085
0.21% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,091
shares
|
$613,960
0.17% of portfolio
|
Q3 2024
Added 25.84%
|