Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,474 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 $357 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
108
shares
|
$56,935
0.02% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
107
shares
|
$56,408
0.0% of portfolio
|
Q1 2024
Added 143.18%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
106
shares
|
$55,881
0.01% of portfolio
|
Q1 2022
Added 24.71%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
106
shares
|
$55,881
0.03% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
105
shares
|
$55,353
0.04% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
105
shares
|
$55,353
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
105
shares
|
$55,353
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
100
shares
|
$52,717
0.01% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
100
shares
|
$52,717
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
100
shares
|
$52,717
0.03% of portfolio
|
Q3 2023
Reduced 2.91%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
100
shares
|
$52,717
0.02% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
100
shares
|
$52,717
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
98
shares
|
$51,663
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
98
shares
|
$51,663
0.03% of portfolio
|
Q2 2024
Added 68.97%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
90
shares
|
$47,446
0.04% of portfolio
|
Q3 2024
Reduced 88.55%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
90
shares
|
$47,446
0.01% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
88
shares
|
$46,391
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
88
shares
|
$46,391
0.02% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
87
shares
|
$45,864
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
87
shares
|
$45,864
0.02% of portfolio
|
Q2 2024
Added 33.85%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
85
shares
|
$44,810
0.02% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
83
shares
|
$43,755
0.02% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
82
shares
|
$43,228
0.03% of portfolio
|
Q3 2022
Reduced 23.36%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
82
shares
|
$43,228
0.02% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
82
shares
|
$43,228
0.02% of portfolio
|
Q1 2023
New holding
|