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 |
|---|---|---|---|---|---|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
642
shares
|
$356,586
0.29% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
642
shares
|
$356,586
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
639
shares
|
$354,919
0.15% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
638
shares
|
$354,364
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
635
shares
|
$352,698
0.02% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
635
shares
|
$352,698
0.04% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
635
shares
|
$352,698
0.17% of portfolio
|
Q1 2024
Reduced 19.11%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
635
shares
|
$352,698
0.01% of portfolio
|
Q3 2024
Reduced 91.85%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
635
shares
|
$352,698
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jan 15, 2025 Q4 2024 |
632
shares
|
$351,031
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
632
shares
|
$351,031
0.09% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
632
shares
|
$351,031
0.13% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
632
shares
|
$351,031
0.18% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
631
shares
|
$350,476
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
631
shares
|
$350,476
0.21% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
630
shares
|
$349,920
0.02% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
630
shares
|
$349,920
0.02% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
630
shares
|
$349,920
0.08% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
630
shares
|
$349,920
0.02% of portfolio
|
Q3 2024
Reduced 98.94%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
629
shares
|
$349,365
0.06% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
628
shares
|
$348,810
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
627
shares
|
$348,254
0.1% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
625
shares
|
$347,143
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
624
shares
|
$346,588
0.14% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
624
shares
|
$346,588
0.1% of portfolio
|
Q4 2023
Added 17.96%
|