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 |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
10,668
shares
|
$5.93 Million
0.32% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
10,651
shares
|
$5.92 Million
3.63% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,648
shares
|
$5.91 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
10,631
shares
|
$5.9 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,615
shares
|
$5.9 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10,601
shares
|
$5.89 Million
0.48% of portfolio
|
Q2 2023
Added 11.18%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
10,553
shares
|
$5.86 Million
0.52% of portfolio
|
Q3 2024
Reduced 31.48%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,515
shares
|
$5.84 Million
0.07% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
10,510
shares
|
$5.84 Million
2.76% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
10,505
shares
|
$5.83 Million
0.03% of portfolio
|
Q3 2024
Added 53.58%
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,494
shares
|
$5.83 Million
2.58% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
10,470
shares
|
$5.82 Million
0.53% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,462
shares
|
$5.81 Million
0.35% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
10,462
shares
|
$5.81 Million
2.79% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
10,459
shares
|
$5.81 Million
1.65% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,453
shares
|
$5.81 Million
0.41% of portfolio
|
Q4 2024
Added 29.9%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,447
shares
|
$5.8 Million
0.11% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
10,440
shares
|
$5.8 Million
0.36% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,433
shares
|
$5.79 Million
0.4% of portfolio
|
Q3 2024
Added 35.46%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,402
shares
|
$5.78 Million
1.83% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
10,401
shares
|
$5.78 Million
0.5% of portfolio
|
Q2 2024
Added 46.04%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
10,376
shares
|
$5.76 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
10,368
shares
|
$5.76 Million
0.29% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
10,367
shares
|
$5.76 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
10,353
shares
|
$5.75 Million
1.73% of portfolio
|
Q4 2024
Added 2.31%
|