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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,506
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
2,505
shares
|
$1.41 Million
0.27% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
2,503
shares
|
$1.41 Million
0.4% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,498
shares
|
$1.41 Million
0.37% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
2,491
shares
|
$1.4 Million
0.85% of portfolio
|
Q1 2024
Reduced 12.1%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,482
shares
|
$1.4 Million
0.71% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,481
shares
|
$1.4 Million
0.77% of portfolio
|
Q2 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
2,478
shares
|
$1.4 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
2,478
shares
|
$1.4 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
2,476
shares
|
$1.4 Million
0.88% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,473
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2024
Added 93.81%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
2,471
shares
|
$1.39 Million
0.73% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
2,459
shares
|
$1.39 Million
0.41% of portfolio
|
Q3 2024
Reduced 34.9%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
2,456
shares
|
$1.39 Million
0.8% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
2,450
shares
|
$1.38 Million
0.27% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
2,450
shares
|
$1.38 Million
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,438
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
2,432
shares
|
$1.37 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
2,430
shares
|
$1.37 Million
0.7% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,430
shares
|
$1.37 Million
0.14% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,429
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,429
shares
|
$1.37 Million
0.41% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
2,427
shares
|
$1.37 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
2,421
shares
|
$1.37 Million
0.97% of portfolio
|
Q3 2024
Reduced 29.87%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
2,420
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.26%
|