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 |
|---|---|---|---|---|---|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,274
shares
|
$716,943
0.36% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
1,273
shares
|
$716,380
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,272
shares
|
$715,818
0.05% of portfolio
|
Q2 2023
Added 10.03%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,272
shares
|
$715,818
0.05% of portfolio
|
Q2 2023
Added 10.03%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
1,271
shares
|
$715,255
0.09% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
1,270
shares
|
$714,692
0.16% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
1,267
shares
|
$713,004
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,265
shares
|
$711,878
0.07% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,264
shares
|
$711,316
0.02% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,262
shares
|
$710,190
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,261
shares
|
$709,627
0.11% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,260
shares
|
$709,065
0.42% of portfolio
|
Q1 2022
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
1,259
shares
|
$708,502
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,252
shares
|
$704,563
0.03% of portfolio
|
Q3 2022
Reduced 5.44%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
1,252
shares
|
$704,563
0.54% of portfolio
|
Q2 2022
Added 15.18%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
1,251
shares
|
$704,000
0.34% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
1,251
shares
|
$704,000
0.17% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
1,250
shares
|
$703,437
0.09% of portfolio
|
Q2 2022
Added 115.52%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$703,437
0.28% of portfolio
|
Q1 2021
Reduced 44.44%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,247
shares
|
$701,749
0.04% of portfolio
|
Q2 2023
Added 92.74%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,245
shares
|
$700,623
0.65% of portfolio
|
Q2 2024
Reduced 8.39%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,243
shares
|
$699,498
0.02% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
1,243
shares
|
$699,498
0.08% of portfolio
|
Q3 2024
Added 35.4%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
1,243
shares
|
$699,498
0.04% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
1,243
shares
|
$699,498
0.32% of portfolio
|
Q4 2024
Reduced 0.88%
|