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 |
|---|---|---|---|---|---|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
1,197
shares
|
$638,587
0.26% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,196
shares
|
$638,054
0.16% of portfolio
|
Q4 2023
Reduced 12.06%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,196
shares
|
$638,054
0.01% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,195
shares
|
$637,520
0.07% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,193
shares
|
$636,453
0.12% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
1,190
shares
|
$634,853
0.21% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
1,189
shares
|
$634,319
0.04% of portfolio
|
Q3 2024
Added 117.77%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
1,188
shares
|
$633,786
0.05% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,187
shares
|
$633,252
0.21% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
1,187
shares
|
$633,252
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,185
shares
|
$632,185
0.37% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,183
shares
|
$631,118
0.11% of portfolio
|
Q3 2024
Added 31.15%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
1,180
shares
|
$629,518
0.03% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
1,180
shares
|
$629,518
0.19% of portfolio
|
Q3 2024
Reduced 63.79%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
1,179
shares
|
$628,984
0.02% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
1,179
shares
|
$628,984
0.05% of portfolio
|
Q2 2024
Added 3.79%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
1,179
shares
|
$628,984
0.21% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
1,178
shares
|
$628,451
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
1,176
shares
|
$627,384
0.17% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,174
shares
|
$626,317
0.02% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,173
shares
|
$625,783
0.05% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,172
shares
|
$625,250
0.29% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
1,172
shares
|
$625,250
0.51% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,169
shares
|
$623,649
0.12% of portfolio
|
Q3 2024
Added 32.69%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
1,168
shares
|
$623,116
0.41% of portfolio
|
Q4 2024
Reduced 27.41%
|