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 |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
832
shares
|
$468,208
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
832
shares
|
$468,208
0.24% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
830
shares
|
$467,082
0.22% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
830
shares
|
$467,082
0.06% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
829
shares
|
$466,519
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
828
shares
|
$465,957
0.14% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
827
shares
|
$465,394
0.3% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
827
shares
|
$465,394
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
826
shares
|
$464,831
0.15% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
826
shares
|
$464,831
0.2% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
825
shares
|
$464,268
0.0% of portfolio
|
Q3 2024
Added 46.54%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
824
shares
|
$463,706
0.3% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
824
shares
|
$463,706
0.09% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
823
shares
|
$463,143
0.11% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
823
shares
|
$463,143
0.31% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
822
shares
|
$462,580
0.33% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
821
shares
|
$462,017
0.16% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
821
shares
|
$462,017
0.04% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
821
shares
|
$462,017
0.32% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
817
shares
|
$459,766
0.07% of portfolio
|
Q4 2024
Reduced 24.28%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
816
shares
|
$459,204
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
816
shares
|
$459,204
0.07% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
812
shares
|
$456,953
0.08% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
812
shares
|
$456,953
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
809
shares
|
$455,264
0.12% of portfolio
|
Q2 2024
Added 1.89%
|