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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
867
shares
|
$481,557
0.02% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
867
shares
|
$481,557
0.13% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
864
shares
|
$479,891
0.1% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
862
shares
|
$478,780
0.41% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
862
shares
|
$478,780
0.14% of portfolio
|
Q1 2024
Added 3647.83%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
862
shares
|
$478,780
0.02% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
861
shares
|
$478,225
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
860
shares
|
$477,669
0.3% of portfolio
|
Q3 2024
Added 5633.33%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
859
shares
|
$477,114
0.07% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
854
shares
|
$474,337
0.1% of portfolio
|
Q3 2024
Added 68.77%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
853
shares
|
$473,781
0.01% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
853
shares
|
$473,781
0.08% of portfolio
|
Q3 2024
Added 32.45%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
852
shares
|
$473,226
0.21% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
851
shares
|
$472,670
0.34% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
850
shares
|
$472,115
0.02% of portfolio
|
Q3 2023
Reduced 9.77%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
849
shares
|
$471,560
0.22% of portfolio
|
Q2 2024
Added 3.28%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
848
shares
|
$471,004
0.07% of portfolio
|
Q4 2022
Reduced 19.47%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
848
shares
|
$471,004
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
843
shares
|
$468,227
0.05% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
842
shares
|
$467,672
0.14% of portfolio
|
Q3 2024
Added 45.17%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
841
shares
|
$467,116
0.15% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
841
shares
|
$467,116
0.25% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
838
shares
|
$465,450
0.04% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
835
shares
|
$463,784
0.08% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
835
shares
|
$463,784
0.22% of portfolio
|
Q4 2024
Added 1.21%
|