Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,640 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $442 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
1,216
shares
|
$686,553
0.2% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
1,215
shares
|
$685,989
0.13% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
1,208
shares
|
$682,036
0.33% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,207
shares
|
$681,472
0.16% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
1,205
shares
|
$680,343
0.08% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
1,205
shares
|
$680,343
0.03% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
1,197
shares
|
$675,826
0.13% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,197
shares
|
$675,826
0.13% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,196
shares
|
$675,261
0.18% of portfolio
|
Q4 2023
Reduced 12.06%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,196
shares
|
$675,261
0.01% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,195
shares
|
$674,697
0.07% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,193
shares
|
$673,567
0.12% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
1,192
shares
|
$673,003
0.21% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
1,189
shares
|
$671,309
0.04% of portfolio
|
Q3 2024
Added 117.77%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,188
shares
|
$670,744
0.24% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,187
shares
|
$670,180
0.21% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,185
shares
|
$669,051
0.37% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
1,184
shares
|
$668,486
0.05% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,183
shares
|
$667,921
0.11% of portfolio
|
Q3 2024
Added 31.15%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
1,180
shares
|
$666,228
0.03% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
1,179
shares
|
$665,663
0.02% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
1,179
shares
|
$665,663
0.05% of portfolio
|
Q2 2024
Added 3.79%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
1,178
shares
|
$665,098
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
1,176
shares
|
$663,969
0.17% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
1,175
shares
|
$663,405
0.09% of portfolio
|
Q4 2024
Reduced 4.08%
|