Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,517 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 $377 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,527
shares
|
$848,141
0.24% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
1,526
shares
|
$847,586
0.19% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
1,526
shares
|
$847,586
0.76% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,524
shares
|
$846,475
1.24% of portfolio
|
Q3 2023
Reduced 6.67%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
1,524
shares
|
$846,475
0.23% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
1,521
shares
|
$844,809
0.32% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,520
shares
|
$844,253
0.58% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,519
shares
|
$843,698
0.1% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,517
shares
|
$842,587
0.09% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,512
shares
|
$839,810
0.52% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
1,509
shares
|
$838,143
0.12% of portfolio
|
Q3 2024
Reduced 54.13%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
1,508
shares
|
$837,588
0.31% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,504
shares
|
$835,366
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,501
shares
|
$833,700
0.11% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$833,144
0.07% of portfolio
|
Q1 2021
Reduced 28.57%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
1,499
shares
|
$832,589
0.28% of portfolio
|
Q2 2024
Added 50.05%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
1,496
shares
|
$830,923
0.31% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,495
shares
|
$830,367
0.14% of portfolio
|
Q1 2023
Added 0.67%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,483
shares
|
$823,702
0.18% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
1,483
shares
|
$823,702
0.11% of portfolio
|
Q3 2024
Reduced 47.13%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,479
shares
|
$821,480
0.05% of portfolio
|
Q4 2023
Added 3.72%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
1,478
shares
|
$820,925
0.43% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,477
shares
|
$820,370
0.12% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
1,477
shares
|
$820,370
0.29% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,474
shares
|
$818,703
0.04% of portfolio
|
Q4 2024
Added 25.55%
|