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 |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
2,503
shares
|
$1.34 Million
0.4% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,498
shares
|
$1.33 Million
0.37% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
2,491
shares
|
$1.33 Million
0.75% of portfolio
|
Q1 2024
Reduced 12.1%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,490
shares
|
$1.33 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,482
shares
|
$1.32 Million
0.71% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
2,481
shares
|
$1.32 Million
0.81% of portfolio
|
Q2 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
2,478
shares
|
$1.32 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
2,476
shares
|
$1.32 Million
0.88% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
2,471
shares
|
$1.32 Million
0.73% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
2,459
shares
|
$1.31 Million
0.41% of portfolio
|
Q3 2024
Reduced 34.9%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
2,456
shares
|
$1.31 Million
0.8% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
2,450
shares
|
$1.31 Million
0.24% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
2,450
shares
|
$1.31 Million
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,438
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
2,432
shares
|
$1.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
2,430
shares
|
$1.3 Million
0.7% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,430
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,429
shares
|
$1.3 Million
0.41% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
2,427
shares
|
$1.29 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
2,421
shares
|
$1.29 Million
0.97% of portfolio
|
Q3 2024
Reduced 29.87%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
2,420
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
2,410
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 52.32%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
2,391
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
2,385
shares
|
$1.27 Million
0.71% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
2,385
shares
|
$1.27 Million
0.39% of portfolio
|
Q4 2024
Added 1.53%
|