Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,524 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 $383 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
4,302
shares
|
$2.43 Million
0.18% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
4,300
shares
|
$2.42 Million
0.28% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,292
shares
|
$2.42 Million
0.19% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
4,283
shares
|
$2.42 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,280
shares
|
$2.41 Million
0.15% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
4,272
shares
|
$2.41 Million
1.08% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
4,269
shares
|
$2.41 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
4,263
shares
|
$2.4 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,257
shares
|
$2.4 Million
1.37% of portfolio
|
Q3 2023
Reduced 54.27%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
4,250
shares
|
$2.4 Million
0.78% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,248
shares
|
$2.4 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,245
shares
|
$2.39 Million
0.52% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
4,238
shares
|
$2.39 Million
0.5% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
4,228
shares
|
$2.38 Million
1.27% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
4,220
shares
|
$2.38 Million
0.2% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
4,215
shares
|
$2.38 Million
0.83% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,210
shares
|
$2.37 Million
0.8% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,196
shares
|
$2.37 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,194
shares
|
$2.37 Million
0.18% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,189
shares
|
$2.36 Million
0.13% of portfolio
|
Q3 2022
Added 0.89%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
4,169
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,134
shares
|
$2.33 Million
0.11% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,133
shares
|
$2.33 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
4,129
shares
|
$2.33 Million
1.54% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
4,126
shares
|
$2.33 Million
0.62% of portfolio
|
Q3 2024
Added 8.1%
|