Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,568 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 $384 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,073
shares
|
$3.42 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,068
shares
|
$3.41 Million
0.24% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
6,063
shares
|
$3.41 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,042
shares
|
$3.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 28.56%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,033
shares
|
$3.4 Million
0.24% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,030
shares
|
$3.39 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
6,028
shares
|
$3.39 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
|
$3.39 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$3.38 Million
0.36% of portfolio
|
Q3 2023
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
5,977
shares
|
$3.36 Million
0.69% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,973
shares
|
$3.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
5,970
shares
|
$3.36 Million
0.49% of portfolio
|
Q1 2023
Reduced 4.45%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
5,970
shares
|
$3.36 Million
2.12% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,958
shares
|
$3.35 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,951
shares
|
$3.35 Million
0.23% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
5,947
shares
|
$3.35 Million
2.58% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
5,938
shares
|
$3.34 Million
0.66% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
5,937
shares
|
$3.34 Million
0.09% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
5,937
shares
|
$3.34 Million
1.19% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
5,929
shares
|
$3.34 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
5,906
shares
|
$3.32 Million
1.88% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,903
shares
|
$3.32 Million
2.38% of portfolio
|
Q3 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
5,842
shares
|
$3.29 Million
0.46% of portfolio
|
Q3 2022
Reduced 2.03%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,840
shares
|
$3.29 Million
0.52% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
5,832
shares
|
$3.28 Million
0.51% of portfolio
|
Q4 2024
Added 1.37%
|