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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
511
shares
|
$283,824
0.03% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
511
shares
|
$283,824
0.02% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
509
shares
|
$282,713
0.09% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
508
shares
|
$282,158
0.04% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
508
shares
|
$282,158
0.07% of portfolio
|
Q1 2024
Reduced 19.75%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
508
shares
|
$282,158
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
507
shares
|
$281,603
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
507
shares
|
$281,603
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
507
shares
|
$281,603
0.13% of portfolio
|
Q3 2024
Added 1107.14%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
507
shares
|
$281,603
0.06% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
505
shares
|
$280,492
0.09% of portfolio
|
Q2 2024
Reduced 27.44%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
504
shares
|
$279,936
0.06% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
503
shares
|
$279,381
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
502
shares
|
$278,825
0.02% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
501
shares
|
$278,270
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
500
shares
|
$277,715
0.12% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Unio Capital LLC
|
Nov 14, 2024 Q3 2024 |
500
shares
|
$277,715
0.1% of portfolio
|
Q2 2024
Reduced 70.59%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$277,715
0.14% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Nov 04, 2024 Q3 2024 |
500
shares
|
$277,715
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$277,715
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$277,715
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
498
shares
|
$276,604
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
497
shares
|
$276,048
0.25% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
497
shares
|
$276,048
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
496
shares
|
$275,493
0.07% of portfolio
|
Q4 2023
New holding
|