Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,568 institutions that hold shares in the stock, with a total of 681 Million shares, which have been reported (via 13F filing form) to have a value of $384 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$999,444
0.11% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,774
shares
|
$998,318
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,771
shares
|
$996,630
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
1,768
shares
|
$994,942
0.22% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
1,767
shares
|
$994,379
0.6% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
1,767
shares
|
$994,379
0.65% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,763
shares
|
$992,128
0.45% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
1,755
shares
|
$987,626
0.51% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,755
shares
|
$987,626
0.09% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
1,750
shares
|
$984,812
0.42% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
1,749
shares
|
$984,249
0.09% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
1,746
shares
|
$982,561
0.15% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,745
shares
|
$981,998
0.27% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,743
shares
|
$980,873
0.1% of portfolio
|
Q3 2024
Added 25.67%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,739
shares
|
$978,622
0.16% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,736
shares
|
$976,934
0.07% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
1,736
shares
|
$976,934
0.45% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
1,735
shares
|
$976,371
0.27% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
1,735
shares
|
$976,371
0.68% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
1,732
shares
|
$974,683
0.1% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
1,731
shares
|
$974,120
0.5% of portfolio
|
Q4 2024
Added 201.57%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,730
shares
|
$973,557
0.05% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
1,728
shares
|
$972,432
0.11% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
1,728
shares
|
$972,432
0.25% of portfolio
|
Q4 2024
Added 4.6%
|