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 |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
2,717
shares
|
$1.53 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,716
shares
|
$1.53 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
2,710
shares
|
$1.53 Million
0.8% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,708
shares
|
$1.53 Million
0.56% of portfolio
|
Q2 2022
Added 2.73%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
2,705
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
2,701
shares
|
$1.52 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
2,696
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,694
shares
|
$1.52 Million
0.77% of portfolio
|
Q3 2024
Added 23.35%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
2,689
shares
|
$1.52 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
2,688
shares
|
$1.52 Million
0.99% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
2,688
shares
|
$1.52 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,684
shares
|
$1.51 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
2,682
shares
|
$1.51 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,679
shares
|
$1.51 Million
1.09% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,679
shares
|
$1.51 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,676
shares
|
$1.51 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,670
shares
|
$1.51 Million
0.93% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
2,668
shares
|
$1.5 Million
0.59% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,652
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,646
shares
|
$1.49 Million
0.81% of portfolio
|
Q3 2022
Added 4.88%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
2,645
shares
|
$1.49 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
2,637
shares
|
$1.49 Million
0.22% of portfolio
|
Q3 2024
Added 138.64%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
2,632
shares
|
$1.48 Million
0.26% of portfolio
|
Q2 2024
Reduced 49.78%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,627
shares
|
$1.48 Million
0.2% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
2,627
shares
|
$1.48 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.74%
|