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 |
|---|---|---|---|---|---|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
1,393
shares
|
$773,713
0.2% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
1,393
shares
|
$773,713
0.32% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
1,392
shares
|
$773,158
0.08% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,391
shares
|
$772,603
0.11% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
1,388
shares
|
$770,936
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
1,387
shares
|
$770,381
0.56% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
1,386
shares
|
$769,825
0.4% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
1,385
shares
|
$769,270
0.63% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,381
shares
|
$767,048
0.16% of portfolio
|
Q4 2024
Added 92.88%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
1,381
shares
|
$767,048
0.06% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Baskin Financial Services Inc.
|
Jan 24, 2025 Q4 2024 |
1,380
shares
|
$766,493
0.06% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,373
shares
|
$762,605
0.38% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,371
shares
|
$761,494
0.08% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
1,368
shares
|
$759,828
0.07% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
1,363
shares
|
$757,051
0.39% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
1,363
shares
|
$757,051
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 14, 2024 Q3 2024 |
1,363
shares
|
$757,051
0.27% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,363
shares
|
$757,051
0.21% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
1,363
shares
|
$757,051
0.41% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,359
shares
|
$754,829
0.02% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,358
shares
|
$754,273
0.04% of portfolio
|
Q4 2022
Added 6.18%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,353
shares
|
$751,496
0.03% of portfolio
|
Q2 2023
Added 1.12%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
1,353
shares
|
$751,496
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,351
shares
|
$750,385
0.29% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
1,351
shares
|
$750,385
0.25% of portfolio
|
Q2 2024
Reduced 1.82%
|