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 |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
781
shares
|
$439,507
0.09% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
781
shares
|
$439,507
0.2% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
780
shares
|
$438,945
0.11% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
779
shares
|
$438,382
0.27% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
779
shares
|
$438,382
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
776
shares
|
$436,694
0.23% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 14, 2024 Q3 2024 |
776
shares
|
$436,694
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
776
shares
|
$436,694
0.04% of portfolio
|
Q3 2024
Reduced 69.11%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
776
shares
|
$436,694
0.08% of portfolio
|
Q3 2024
Added 34.02%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
775
shares
|
$436,131
0.28% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
773
shares
|
$435,005
0.04% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
773
shares
|
$435,005
0.03% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
773
shares
|
$435,005
0.15% of portfolio
|
Q3 2023
Added 6.04%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
773
shares
|
$435,005
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
772
shares
|
$434,443
0.16% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
772
shares
|
$434,443
0.38% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
772
shares
|
$434,443
0.22% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
771
shares
|
$433,880
0.21% of portfolio
|
Q4 2024
Added 69.45%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
770
shares
|
$433,317
0.06% of portfolio
|
Q4 2024
Added 62.79%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
770
shares
|
$433,317
0.25% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
770
shares
|
$433,317
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
769
shares
|
$432,754
0.08% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
769
shares
|
$432,754
0.08% of portfolio
|
Q3 2024
Added 30.78%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
769
shares
|
$432,754
0.06% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
769
shares
|
$432,754
0.1% of portfolio
|
Q4 2024
Added 41.36%
|