Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,592 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 $385 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
18
shares
|
$10,178
0.0% of portfolio
|
Q4 2022
Added 12.5%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
18
shares
|
$10,178
0.41% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
18
shares
|
$10,178
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
16
shares
|
$9,047
0.01% of portfolio
|
Q4 2024
Reduced 51.52%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
13
shares
|
$7,351
0.0% of portfolio
|
Q4 2024
Added 85.71%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
12
shares
|
$6,785
0.01% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
11
shares
|
$6,220
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
11
shares
|
$6,220
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$5,654
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
10
shares
|
$5,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10
shares
|
$5,654
0.0% of portfolio
|
Q3 2022
Reduced 96.49%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
10
shares
|
$5,654
0.01% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
10
shares
|
$5,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
9
shares
|
$5,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7
shares
|
$3,958
0.0% of portfolio
|
Q2 2023
Reduced 97.53%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
7
shares
|
$3,958
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
7
shares
|
$3,958
0.0% of portfolio
|
Q4 2024
Reduced 94.89%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
7
shares
|
$3,958
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
7
shares
|
$3,958
0.37% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
6
shares
|
$3,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6
shares
|
$3,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5
shares
|
$2,827
0.07% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
5
shares
|
$2,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
5
shares
|
$2,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4
shares
|
$2,261
0.0% of portfolio
|
Q3 2022
New holding
|