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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
601
shares
|
$320,627
0.13% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
600
shares
|
$320,094
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
600
shares
|
$320,094
0.07% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
598
shares
|
$319,027
0.09% of portfolio
|
Q3 2024
Reduced 24.59%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
597
shares
|
$318,493
0.11% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
594
shares
|
$316,893
0.16% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
593
shares
|
$316,359
0.05% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
593
shares
|
$316,359
0.1% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
592
shares
|
$315,826
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
590
shares
|
$314,759
0.2% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
590
shares
|
$314,759
0.21% of portfolio
|
Q3 2024
Reduced 56.55%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
589
shares
|
$314,225
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
589
shares
|
$314,225
0.12% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
588
shares
|
$313,692
0.09% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
587
shares
|
$313,158
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
587
shares
|
$313,158
0.06% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
586
shares
|
$312,625
0.12% of portfolio
|
Q2 2024
Reduced 7.57%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
586
shares
|
$312,625
0.17% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
580
shares
|
$309,424
0.16% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
578
shares
|
$308,357
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
578
shares
|
$308,357
0.13% of portfolio
|
Q4 2023
Reduced 3.34%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
575
shares
|
$306,756
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
572
shares
|
$305,156
0.03% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
571
shares
|
$304,622
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
570
shares
|
$304,089
0.08% of portfolio
|
Q3 2024
Reduced 4.36%
|