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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
1,816
shares
|
$1.02 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,812
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,808
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
1,805
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,804
shares
|
$1.02 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
1,799
shares
|
$1.01 Million
0.38% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
1,799
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
1,797
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,796
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
1,796
shares
|
$1.01 Million
0.67% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
1,794
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,788
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 29.38%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,785
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 17.05%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
1,785
shares
|
$1.01 Million
0.95% of portfolio
|
Q2 2023
Reduced 35.09%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,783
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 77.41%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,782
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 620.37%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,778
shares
|
$1 Million
0.31% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,778
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
1,776
shares
|
$1 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,774
shares
|
$1 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,771
shares
|
$998,755
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
1,769
shares
|
$997,627
0.59% of portfolio
|
Q3 2024
Added 22.17%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
1,768
shares
|
$997,063
0.22% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
1,767
shares
|
$996,499
0.6% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
1,767
shares
|
$996,499
0.65% of portfolio
|
Q4 2024
Reduced 2.16%
|