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 |
|---|---|---|---|---|---|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
2,410
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 52.32%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
2,391
shares
|
$1.35 Million
0.17% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
2,385
shares
|
$1.35 Million
0.71% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
2,385
shares
|
$1.35 Million
0.39% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,385
shares
|
$1.35 Million
0.64% of portfolio
|
Q3 2024
Added 23.9%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
2,381
shares
|
$1.34 Million
0.26% of portfolio
|
Q3 2024
Reduced 46.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
2,381
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Provident Trust CO
|
Jan 31, 2025 Q4 2024 |
2,380
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,375
shares
|
$1.34 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
2,373
shares
|
$1.34 Million
0.78% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
2,362
shares
|
$1.33 Million
0.49% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,357
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Added 59.91%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,356
shares
|
$1.33 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
2,354
shares
|
$1.33 Million
0.58% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,353
shares
|
$1.33 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
2,353
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2024
Added 23.39%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
2,350
shares
|
$1.33 Million
0.35% of portfolio
|
Q4 2024
Reduced 29.85%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
2,343
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,336
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,336
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,333
shares
|
$1.32 Million
0.14% of portfolio
|
Q2 2023
Added 6.53%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
2,332
shares
|
$1.32 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
2,328
shares
|
$1.31 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,327
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,320
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2023
Reduced 3.33%
|