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 |
|---|---|---|---|---|---|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,218
shares
|
$676,513
0.41% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
1,216
shares
|
$675,402
0.2% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
1,215
shares
|
$674,847
0.13% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,214
shares
|
$674,292
0.07% of portfolio
|
Q3 2023
Reduced 2.88%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
1,208
shares
|
$670,959
0.33% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,207
shares
|
$670,404
0.16% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,206
shares
|
$669,848
0.25% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
1,205
shares
|
$669,293
0.08% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
1,197
shares
|
$664,849
0.13% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,197
shares
|
$664,849
0.13% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
1,197
shares
|
$664,849
0.26% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,196
shares
|
$664,294
0.18% of portfolio
|
Q4 2023
Reduced 12.06%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,196
shares
|
$664,294
0.01% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,195
shares
|
$663,738
0.07% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,193
shares
|
$662,627
0.12% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
1,192
shares
|
$662,072
0.21% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
1,190
shares
|
$660,961
0.21% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
1,189
shares
|
$660,406
0.04% of portfolio
|
Q3 2024
Added 117.77%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,188
shares
|
$659,850
0.24% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
1,188
shares
|
$659,850
0.05% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,187
shares
|
$659,295
0.21% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
1,187
shares
|
$659,295
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,185
shares
|
$658,184
0.37% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
1,184
shares
|
$657,629
0.05% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,183
shares
|
$657,073
0.11% of portfolio
|
Q3 2024
Added 31.15%
|