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 |
|---|---|---|---|---|---|
|
Permit Capital, LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
2,320
shares
|
$1.31 Million
0.36% of portfolio
|
Q4 2023
Reduced 4.72%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
2,315
shares
|
$1.31 Million
0.18% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,312
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
2,312
shares
|
$1.3 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
2,307
shares
|
$1.3 Million
0.97% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,302
shares
|
$1.3 Million
0.52% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
2,300
shares
|
$1.3 Million
0.53% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,298
shares
|
$1.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
2,287
shares
|
$1.29 Million
0.38% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,286
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 22.84%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
2,280
shares
|
$1.29 Million
0.44% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,278
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,278
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
2,276
shares
|
$1.28 Million
0.7% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,272
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,271
shares
|
$1.28 Million
0.5% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
2,271
shares
|
$1.28 Million
0.61% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
2,263
shares
|
$1.28 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
2,262
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,260
shares
|
$1.27 Million
0.21% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,260
shares
|
$1.27 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,253
shares
|
$1.27 Million
0.07% of portfolio
|
Q4 2022
Reduced 2.21%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,244
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jan 31, 2025 Q4 2024 |
2,243
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 82.43%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
2,241
shares
|
$1.26 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.43%
|