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 |
|---|---|---|---|---|---|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
2,142
shares
|
$1.21 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,141
shares
|
$1.21 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,137
shares
|
$1.21 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
2,136
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,126
shares
|
$1.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
2,121
shares
|
$1.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$1.2 Million
0.3% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
2,109
shares
|
$1.19 Million
0.22% of portfolio
|
Q4 2024
Added 109.23%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
2,108
shares
|
$1.19 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,106
shares
|
$1.19 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
2,100
shares
|
$1.18 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,096
shares
|
$1.18 Million
0.48% of portfolio
|
Q4 2023
Added 8.71%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,093
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,093
shares
|
$1.18 Million
0.44% of portfolio
|
Q2 2023
Reduced 0.76%
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,085
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,079
shares
|
$1.17 Million
0.33% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,070
shares
|
$1.17 Million
0.74% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
2,062
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
2,061
shares
|
$1.16 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
2,055
shares
|
$1.16 Million
0.33% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
2,053
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
2,052
shares
|
$1.16 Million
0.94% of portfolio
|
Q3 2024
Added 21.49%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,051
shares
|
$1.16 Million
0.27% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
2,050
shares
|
$1.16 Million
0.57% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,047
shares
|
$1.15 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.44%
|