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 |
|---|---|---|---|---|---|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
5,584
shares
|
$3.1 Million
0.33% of portfolio
|
Q3 2024
Added 37.17%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
5,573
shares
|
$3.1 Million
1.16% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
5,556
shares
|
$3.09 Million
2.6% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,554
shares
|
$3.08 Million
1.25% of portfolio
|
Q1 2024
Added 8.05%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
5,532
shares
|
$3.07 Million
0.82% of portfolio
|
Q3 2024
Added 261.1%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
5,510
shares
|
$3.06 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,504
shares
|
$3.06 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
5,503
shares
|
$3.06 Million
1.76% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
5,500
shares
|
$3.05 Million
2.66% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
5,487
shares
|
$3.05 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
5,486
shares
|
$3.05 Million
1.46% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,484
shares
|
$3.05 Million
0.19% of portfolio
|
Q3 2024
Reduced 20.1%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
5,473
shares
|
$3.04 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,470
shares
|
$3.04 Million
0.34% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,423
shares
|
$3.01 Million
0.23% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,420
shares
|
$3.01 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
5,415
shares
|
$3.01 Million
0.69% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
5,414
shares
|
$3.01 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
5,394
shares
|
$3 Million
0.79% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
5,391
shares
|
$2.99 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
5,369
shares
|
$2.98 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,354
shares
|
$2.97 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,338
shares
|
$2.96 Million
0.28% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,324
shares
|
$2.96 Million
0.13% of portfolio
|
Q3 2022
Added 0.62%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
5,307
shares
|
$2.95 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.9%
|