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 |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
2,235
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
2,234
shares
|
$1.26 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,229
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
2,227
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
2,226
shares
|
$1.26 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
2,220
shares
|
$1.25 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
2,220
shares
|
$1.25 Million
0.19% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
2,216
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,215
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
Added 49.26%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
2,211
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2024
Reduced 50.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,211
shares
|
$1.25 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
2,205
shares
|
$1.24 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,200
shares
|
$1.24 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
2,194
shares
|
$1.24 Million
0.4% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
2,194
shares
|
$1.24 Million
0.39% of portfolio
|
Q2 2024
Reduced 12.55%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
2,194
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,190
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
2,180
shares
|
$1.23 Million
0.29% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
2,169
shares
|
$1.22 Million
0.55% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,167
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,166
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
2,166
shares
|
$1.22 Million
1.09% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,164
shares
|
$1.22 Million
0.16% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
2,154
shares
|
$1.21 Million
0.39% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,144
shares
|
$1.21 Million
0.87% of portfolio
|
Q4 2024
Added 22.3%
|