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 |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$2.11 Million
1.28% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,739
shares
|
$2.11 Million
0.32% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
3,733
shares
|
$2.11 Million
0.24% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
3,732
shares
|
$2.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
3,722
shares
|
$2.1 Million
0.9% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
3,720
shares
|
$2.1 Million
0.41% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
Nov 14, 2024 Q3 2024 |
3,717
shares
|
$2.1 Million
1.12% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
3,712
shares
|
$2.09 Million
0.76% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
3,706
shares
|
$2.09 Million
0.45% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
3,704
shares
|
$2.09 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Feb 03, 2025 Q4 2024 |
3,700
shares
|
$2.09 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
3,699
shares
|
$2.09 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
3,698
shares
|
$2.09 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,686
shares
|
$2.08 Million
0.34% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
3,685
shares
|
$2.08 Million
0.26% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
3,683
shares
|
$2.08 Million
1.76% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,674
shares
|
$2.07 Million
0.78% of portfolio
|
Q1 2024
Added 8.86%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
3,666
shares
|
$2.07 Million
0.19% of portfolio
|
Q4 2024
Reduced 84.99%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,657
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 82.19%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
3,651
shares
|
$2.06 Million
0.22% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,651
shares
|
$2.06 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
3,648
shares
|
$2.06 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
3,648
shares
|
$2.06 Million
1.49% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
3,630
shares
|
$2.05 Million
1.26% of portfolio
|
Q2 2022
Reduced 18.61%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
3,611
shares
|
$2.04 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.96%
|