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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,610
shares
|
$2.04 Million
0.35% of portfolio
|
Q3 2024
Added 101.23%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
3,588
shares
|
$2.02 Million
0.23% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,587
shares
|
$2.02 Million
0.21% of portfolio
|
Q3 2024
Added 72.62%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,569
shares
|
$2.01 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,546
shares
|
$2 Million
0.61% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
3,543
shares
|
$2 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,516
shares
|
$1.98 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,513
shares
|
$1.98 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
3,500
shares
|
$1.97 Million
1.47% of portfolio
|
Q3 2024
Reduced 38.6%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
3,497
shares
|
$1.97 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,454
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2024
Reduced 92.74%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,443
shares
|
$1.94 Million
0.2% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,431
shares
|
$1.93 Million
0.7% of portfolio
|
Q4 2022
Reduced 17.07%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,416
shares
|
$1.93 Million
0.2% of portfolio
|
Q4 2024
Added 126.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
3,416
shares
|
$1.93 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
3,401
shares
|
$1.92 Million
0.91% of portfolio
|
Q3 2024
Reduced 19.31%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,401
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,396
shares
|
$1.92 Million
0.53% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
3,394
shares
|
$1.91 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,382
shares
|
$1.91 Million
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,377
shares
|
$1.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 40.65%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,373
shares
|
$1.9 Million
1.55% of portfolio
|
Q4 2023
Reduced 24.24%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,353
shares
|
$1.89 Million
0.5% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,340
shares
|
$1.88 Million
0.38% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,337
shares
|
$1.88 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.61%
|