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 |
|---|---|---|---|---|---|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
1,692
shares
|
$902,665
0.11% of portfolio
|
Q3 2024
Added 42.18%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,689
shares
|
$901,064
0.07% of portfolio
|
Q4 2023
Reduced 5.17%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,686
shares
|
$899,464
0.16% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,683
shares
|
$897,863
0.03% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,683
shares
|
$897,863
0.03% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
1,681
shares
|
$896,796
0.25% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
1,678
shares
|
$895,196
0.46% of portfolio
|
Q3 2024
Reduced 60.86%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
1,678
shares
|
$895,196
0.55% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
1,678
shares
|
$895,196
0.07% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
1,674
shares
|
$893,062
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
1,673
shares
|
$892,528
0.9% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
1,673
shares
|
$892,528
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,670
shares
|
$890,928
0.07% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
1,670
shares
|
$890,928
0.61% of portfolio
|
Q3 2022
Added 72.16%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,665
shares
|
$888,260
0.05% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,662
shares
|
$886,660
0.3% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$885,593
0.18% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
1,659
shares
|
$885,059
0.2% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,658
shares
|
$884,526
0.32% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,657
shares
|
$883,992
0.44% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Tevis Investment Management
|
Oct 25, 2024 Q3 2024 |
1,650
shares
|
$880,258
0.61% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
1,647
shares
|
$878,658
0.0% of portfolio
|
Q3 2024
Reduced 92.49%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
1,647
shares
|
$878,658
0.22% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,644
shares
|
$877,057
0.15% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$875,990
0.21% of portfolio
|
Q3 2024
Reduced 1.74%
|