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 |
|---|---|---|---|---|---|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
2,865
shares
|
$1.62 Million
1.23% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
2,853
shares
|
$1.61 Million
0.54% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
2,849
shares
|
$1.61 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,833
shares
|
$1.6 Million
1.53% of portfolio
|
Q2 2022
Added 102.65%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,829
shares
|
$1.6 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
2,823
shares
|
$1.59 Million
0.44% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
2,820
shares
|
$1.59 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
2,801
shares
|
$1.58 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,801
shares
|
$1.58 Million
1.2% of portfolio
|
Q1 2024
Reduced 6.73%
|
|
|
Caldwell Investment Management Ltd.
|
Jan 14, 2025 Q4 2024 |
2,800
shares
|
$1.58 Million
1.06% of portfolio
|
Q2 2024
Reduced 42.12%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,799
shares
|
$1.58 Million
1.4% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,788
shares
|
$1.57 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
2,785
shares
|
$1.57 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
2,784
shares
|
$1.57 Million
0.35% of portfolio
|
Q4 2024
Added 55.01%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
2,772
shares
|
$1.56 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
2,769
shares
|
$1.56 Million
0.36% of portfolio
|
Q2 2024
Reduced 8.01%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
2,763
shares
|
$1.56 Million
0.48% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,755
shares
|
$1.55 Million
1.04% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,754
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,749
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,740
shares
|
$1.55 Million
0.16% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
2,731
shares
|
$1.54 Million
0.08% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,730
shares
|
$1.54 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
2,728
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 35.06%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
2,723
shares
|
$1.54 Million
1.09% of portfolio
|
Q4 2024
New holding
|