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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
81
shares
|
$42,701
0.0% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$41,647
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
78
shares
|
$41,120
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
76
shares
|
$40,065
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
76
shares
|
$40,065
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
73
shares
|
$38,484
0.01% of portfolio
|
Q2 2024
Reduced 29.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
72
shares
|
$37,956
0.03% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
71
shares
|
$37,429
0.02% of portfolio
|
Q1 2022
Added 47.92%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
71
shares
|
$37,429
0.01% of portfolio
|
Q3 2024
Reduced 43.2%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
71
shares
|
$37,429
0.01% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
70
shares
|
$36,902
0.02% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
70
shares
|
$36,902
0.03% of portfolio
|
Q2 2024
Reduced 34.58%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
66
shares
|
$34,793
0.01% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
65
shares
|
$34,266
0.01% of portfolio
|
Q4 2024
Reduced 52.21%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
65
shares
|
$34,266
0.05% of portfolio
|
Q1 2023
Reduced 99.0%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
63
shares
|
$33,212
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
63
shares
|
$33,212
0.02% of portfolio
|
Q3 2023
Added 1.61%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
60
shares
|
$31,630
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
59
shares
|
$31,103
0.01% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
59
shares
|
$31,103
0.01% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
59
shares
|
$31,103
0.01% of portfolio
|
Q2 2024
Reduced 41.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
57
shares
|
$30,049
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
56
shares
|
$29,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
53
shares
|
$27,940
0.01% of portfolio
|
N/A
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
53
shares
|
$27,940
0.01% of portfolio
|
Q1 2023
New holding
|