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 |
|---|---|---|---|---|---|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
4,694
shares
|
$2.61 Million
0.61% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
4,677
shares
|
$2.6 Million
0.39% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
4,671
shares
|
$2.59 Million
0.15% of portfolio
|
Q3 2024
Added 130.44%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,670
shares
|
$2.59 Million
0.39% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,667
shares
|
$2.59 Million
0.22% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
4,652
shares
|
$2.58 Million
0.3% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
4,651
shares
|
$2.58 Million
0.51% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
4,648
shares
|
$2.58 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,642
shares
|
$2.58 Million
0.96% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,636
shares
|
$2.57 Million
0.26% of portfolio
|
Q4 2024
Added 81.16%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,635
shares
|
$2.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 67.49%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,625
shares
|
$2.57 Million
0.57% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
4,606
shares
|
$2.56 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
4,603
shares
|
$2.56 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
4,586
shares
|
$2.55 Million
0.37% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
4,583
shares
|
$2.55 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
4,567
shares
|
$2.54 Million
0.17% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,567
shares
|
$2.54 Million
1.87% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
4,566
shares
|
$2.54 Million
0.31% of portfolio
|
Q4 2023
Added 1.62%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,551
shares
|
$2.53 Million
0.25% of portfolio
|
Q3 2024
Added 135.32%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
4,550
shares
|
$2.53 Million
1.33% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,526
shares
|
$2.51 Million
0.25% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
4,494
shares
|
$2.5 Million
0.93% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
4,489
shares
|
$2.49 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,480
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Added 1.17%
|