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 |
|---|---|---|---|---|---|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
1,432
shares
|
$763,957
0.4% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,430
shares
|
$762,890
0.07% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
1,427
shares
|
$761,290
0.25% of portfolio
|
Q3 2024
Added 72.55%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
1,427
shares
|
$761,290
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
1,425
shares
|
$760,223
0.17% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
1,423
shares
|
$759,156
0.04% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
1,423
shares
|
$759,156
0.18% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
1,421
shares
|
$758,089
0.29% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,414
shares
|
$754,354
0.16% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
1,413
shares
|
$753,821
0.37% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
1,411
shares
|
$752,754
0.18% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,408
shares
|
$751,153
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
1,405
shares
|
$749,553
0.1% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
1,398
shares
|
$745,819
0.18% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,395
shares
|
$744,218
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
1,393
shares
|
$743,151
0.2% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,393
shares
|
$743,151
0.3% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
1,392
shares
|
$742,618
0.08% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,391
shares
|
$742,084
0.11% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
1,388
shares
|
$740,484
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
1,387
shares
|
$739,950
0.56% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
1,386
shares
|
$739,417
0.4% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
1,385
shares
|
$738,883
0.63% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,381
shares
|
$736,749
0.16% of portfolio
|
Q4 2024
Added 92.88%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
1,381
shares
|
$736,749
0.06% of portfolio
|
Q4 2024
Reduced 14.06%
|