Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,484 institutions that hold shares in the stock, with a total of 677 Million shares, which have been reported (via 13F filing form) to have a value of $361 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lattice Capital Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$533,490
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jan 16, 2025 Q4 2024 |
1,000
shares
|
$533,490
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
1,000
shares
|
$533,490
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
998
shares
|
$532,423
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
998
shares
|
$532,423
0.19% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
997
shares
|
$531,889
1.49% of portfolio
|
Q2 2023
Reduced 22.35%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
996
shares
|
$531,356
0.11% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
995
shares
|
$530,822
0.07% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
995
shares
|
$530,822
0.31% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
995
shares
|
$530,822
0.26% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
994
shares
|
$530,289
0.04% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
994
shares
|
$530,289
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
989
shares
|
$527,621
0.39% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
985
shares
|
$525,487
0.01% of portfolio
|
Q3 2024
Added 48.34%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
985
shares
|
$525,487
0.03% of portfolio
|
Q3 2024
Added 29.27%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
984
shares
|
$524,954
0.35% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
983
shares
|
$524,420
0.24% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
982
shares
|
$523,887
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
982
shares
|
$523,887
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
981
shares
|
$523,353
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
980
shares
|
$522,820
0.49% of portfolio
|
Q3 2024
Added 28.1%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
978
shares
|
$521,753
0.27% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
976
shares
|
$520,686
0.08% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
975
shares
|
$520,152
0.04% of portfolio
|
Q2 2023
Added 6.56%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
974
shares
|
$519,619
0.25% of portfolio
|
Q4 2024
Reduced 0.92%
|