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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,470
shares
|
$2.48 Million
0.09% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
4,463
shares
|
$2.48 Million
1.35% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
4,451
shares
|
$2.47 Million
0.57% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
4,450
shares
|
$2.47 Million
0.56% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,436
shares
|
$2.46 Million
0.84% of portfolio
|
Q4 2024
Reduced 46.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,434
shares
|
$2.46 Million
0.16% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,419
shares
|
$2.45 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,412
shares
|
$2.45 Million
0.28% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,396
shares
|
$2.44 Million
0.25% of portfolio
|
Q4 2024
Added 22.93%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,395
shares
|
$2.44 Million
0.36% of portfolio
|
Q1 2024
Added 71.95%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
4,386
shares
|
$2.44 Million
0.93% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Nov 12, 2024 Q3 2024 |
4,382
shares
|
$2.43 Million
1.27% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
4,376
shares
|
$2.43 Million
0.2% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
4,375
shares
|
$2.43 Million
0.61% of portfolio
|
Q2 2024
Reduced 56.87%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
4,374
shares
|
$2.43 Million
1.03% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,368
shares
|
$2.43 Million
0.58% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
4,359
shares
|
$2.42 Million
0.66% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Tremblant Capital Group
Stamford, CT |
Nov 14, 2024 Q3 2024 |
4,358
shares
|
$2.42 Million
0.26% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
4,357
shares
|
$2.42 Million
1.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
4,352
shares
|
$2.42 Million
0.92% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
4,348
shares
|
$2.42 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
4,345
shares
|
$2.41 Million
1.36% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,341
shares
|
$2.41 Million
0.19% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
4,338
shares
|
$2.41 Million
1.58% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,336
shares
|
$2.41 Million
0.19% of portfolio
|
Q3 2024
Added 2.38%
|