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 |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
41
shares
|
$22,772
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
40
shares
|
$22,217
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
40
shares
|
$22,217
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
40
shares
|
$22,217
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
40
shares
|
$22,217
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
38
shares
|
$21,106
0.01% of portfolio
|
Q1 2024
Reduced 28.3%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
38
shares
|
$21,106
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
36
shares
|
$19,995
0.01% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
36
shares
|
$19,995
0.01% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
35
shares
|
$19,440
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
35
shares
|
$19,440
0.01% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
34
shares
|
$18,884
0.01% of portfolio
|
Q3 2024
Reduced 17.07%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
32
shares
|
$17,773
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
31
shares
|
$17,218
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
30
shares
|
$16,662
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
28
shares
|
$15,552
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
26
shares
|
$14,441
0.01% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26
shares
|
$14,441
0.0% of portfolio
|
Q3 2024
Reduced 92.22%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
24
shares
|
$13,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
23
shares
|
$12,774
0.0% of portfolio
|
Q2 2021
Reduced 30.3%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
23
shares
|
$12,774
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
23
shares
|
$12,774
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
22
shares
|
$12,219
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
21
shares
|
$11,664
0.0% of portfolio
|
Q2 2024
Reduced 89.9%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
20
shares
|
$11,108
0.0% of portfolio
|
Q4 2020
New holding
|