Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,444 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 $342 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
1,539
shares
|
$776,687
0.39% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
1,539
shares
|
$776,687
0.06% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
1,532
shares
|
$773,154
0.23% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,527
shares
|
$770,631
0.15% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,526
shares
|
$770,126
0.12% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
1,526
shares
|
$770,126
0.19% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
1,526
shares
|
$770,126
0.35% of portfolio
|
Q3 2024
Reduced 47.67%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
1,526
shares
|
$770,126
0.76% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,524
shares
|
$769,117
1.24% of portfolio
|
Q3 2023
Reduced 6.67%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
1,521
shares
|
$767,603
0.32% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,520
shares
|
$767,098
0.58% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,519
shares
|
$766,593
0.1% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,517
shares
|
$765,584
0.09% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
1,516
shares
|
$765,079
0.11% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
1,509
shares
|
$761,547
0.12% of portfolio
|
Q3 2024
Reduced 54.13%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
1,508
shares
|
$761,042
0.31% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,505
shares
|
$759,528
0.09% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,504
shares
|
$759,023
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$757,005
0.07% of portfolio
|
Q1 2021
Reduced 28.57%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
1,499
shares
|
$756,500
0.28% of portfolio
|
Q2 2024
Added 50.05%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
1,496
shares
|
$754,986
0.04% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
1,496
shares
|
$754,986
0.31% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,495
shares
|
$754,481
0.14% of portfolio
|
Q1 2023
Added 0.67%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
1,493
shares
|
$753,472
0.03% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
1,483
shares
|
$748,425
0.11% of portfolio
|
Q3 2024
Reduced 47.13%
|