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 |
|---|---|---|---|---|---|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
6,249
shares
|
$3.47 Million
2.99% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
6,248
shares
|
$3.47 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,243
shares
|
$3.47 Million
0.79% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,241
shares
|
$3.47 Million
1.6% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
6,240
shares
|
$3.47 Million
0.73% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
6,216
shares
|
$3.45 Million
0.58% of portfolio
|
Q3 2024
Added 84.89%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
6,200
shares
|
$3.44 Million
4.81% of portfolio
|
Q2 2023
Reduced 32.61%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
6,195
shares
|
$3.44 Million
1.42% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
6,183
shares
|
$3.43 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
6,181
shares
|
$3.43 Million
0.14% of portfolio
|
Q4 2022
Reduced 47.84%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
6,174
shares
|
$3.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,161
shares
|
$3.42 Million
1.22% of portfolio
|
Q3 2024
Reduced 27.44%
|
|
|
Tsai Capital Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
6,147
shares
|
$3.41 Million
2.92% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,144
shares
|
$3.41 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
6,120
shares
|
$3.4 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
6,110
shares
|
$3.39 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
6,099
shares
|
$3.39 Million
0.66% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,073
shares
|
$3.37 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,068
shares
|
$3.37 Million
0.24% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
6,063
shares
|
$3.37 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,042
shares
|
$3.36 Million
0.25% of portfolio
|
Q4 2024
Reduced 28.56%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,033
shares
|
$3.35 Million
0.24% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,030
shares
|
$3.35 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
6,028
shares
|
$3.35 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
6,023
shares
|
$3.35 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.07%
|