Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,670 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $440 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
44
shares
|
$24,917
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
41
shares
|
$23,218
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
40
shares
|
$22,652
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
40
shares
|
$22,652
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
38
shares
|
$21,519
0.02% of portfolio
|
Q1 2024
Reduced 28.3%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
38
shares
|
$21,519
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
36
shares
|
$20,387
0.01% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
36
shares
|
$20,387
0.01% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
35
shares
|
$19,820
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
35
shares
|
$19,820
0.01% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
35
shares
|
$19,820
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
34
shares
|
$19,254
0.01% of portfolio
|
Q3 2024
Reduced 17.07%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
32
shares
|
$18,121
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
32
shares
|
$18,121
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
31
shares
|
$17,555
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
30
shares
|
$16,989
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30
shares
|
$16,989
0.0% of portfolio
|
Q4 2024
Added 57.89%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
30
shares
|
$16,989
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
28
shares
|
$15,856
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
26
shares
|
$14,724
0.01% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26
shares
|
$14,724
0.0% of portfolio
|
Q3 2024
Reduced 92.22%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
24
shares
|
$13,591
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
23
shares
|
$13,025
0.0% of portfolio
|
Q2 2021
Reduced 30.3%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
23
shares
|
$13,025
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
23
shares
|
$13,025
0.01% of portfolio
|
Q4 2023
New holding
|