Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,919 institutions that hold shares in the stock, with a total of 800 Million shares, which have been reported (via 13F filing form) to have a value of $447 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
11
shares
|
$6,146
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
11
shares
|
$6,146
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
10
shares
|
$5,587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
10
shares
|
$5,587
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
10
shares
|
$5,587
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10
shares
|
$5,587
0.0% of portfolio
|
Q3 2022
Reduced 96.49%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
10
shares
|
$5,587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
10
shares
|
$5,587
0.01% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
10
shares
|
$5,587
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
9
shares
|
$5,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
9
shares
|
$5,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
9
shares
|
$5,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
9
shares
|
$5,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
8
shares
|
$4,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
8
shares
|
$4,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7
shares
|
$3,911
0.0% of portfolio
|
Q2 2023
Reduced 97.53%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
7
shares
|
$3,911
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
7
shares
|
$3,911
0.0% of portfolio
|
Q4 2024
Reduced 94.89%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
7
shares
|
$3,911
0.0% of portfolio
|
Q1 2025
Reduced 85.71%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
7
shares
|
$3,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
7
shares
|
$3,911
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
6
shares
|
$3,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6
shares
|
$3,352
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5
shares
|
$2,793
0.07% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4
shares
|
$2,235
0.0% of portfolio
|
Q3 2022
New holding
|