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 |
|---|---|---|---|---|---|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
705
shares
|
$391,578
0.12% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
704
shares
|
$391,022
0.07% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
701
shares
|
$389,356
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
700
shares
|
$388,800
0.06% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
700
shares
|
$388,800
1.5% of portfolio
|
Q4 2024
Reduced 97.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
698
shares
|
$387,690
0.06% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
695
shares
|
$386,023
0.05% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
694
shares
|
$385,468
0.11% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
692
shares
|
$384,357
0.14% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
691
shares
|
$383,802
0.04% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
689
shares
|
$382,691
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
689
shares
|
$382,691
0.02% of portfolio
|
Q3 2024
Reduced 81.01%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
689
shares
|
$382,691
0.06% of portfolio
|
Q4 2024
Added 26.65%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
689
shares
|
$382,691
0.24% of portfolio
|
Q4 2024
Added 31.49%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
688
shares
|
$382,135
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
676
shares
|
$375,470
0.03% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
676
shares
|
$375,470
0.45% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
675
shares
|
$374,915
0.37% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
674
shares
|
$374,359
0.05% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
673
shares
|
$373,804
0.06% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
672
shares
|
$373,248
0.19% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
669
shares
|
$371,582
0.05% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
669
shares
|
$371,582
0.12% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
668
shares
|
$371,027
0.1% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
667
shares
|
$370,471
0.1% of portfolio
|
Q3 2024
New holding
|