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 |
|---|---|---|---|---|---|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
1,175
shares
|
$663,405
0.45% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,174
shares
|
$662,840
0.02% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
1,174
shares
|
$662,840
0.19% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,173
shares
|
$662,275
0.05% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
1,172
shares
|
$661,711
0.51% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
1,170
shares
|
$660,582
0.24% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
1,168
shares
|
$659,452
0.41% of portfolio
|
Q4 2024
Reduced 27.41%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,168
shares
|
$659,452
0.26% of portfolio
|
Q4 2024
Added 50.71%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,168
shares
|
$659,452
0.09% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,168
shares
|
$659,452
0.21% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,167
shares
|
$658,888
0.21% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,165
shares
|
$657,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
1,164
shares
|
$657,194
0.08% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
1,162
shares
|
$656,065
0.08% of portfolio
|
Q2 2024
Added 20.79%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,156
shares
|
$652,677
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
1,155
shares
|
$652,113
0.32% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
1,152
shares
|
$650,419
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,150
shares
|
$649,290
0.03% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
1,149
shares
|
$648,725
0.14% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
1,144
shares
|
$645,902
0.07% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,144
shares
|
$645,902
0.12% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
1,143
shares
|
$645,337
0.17% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,142
shares
|
$644,773
0.06% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
1,142
shares
|
$644,773
0.45% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,141
shares
|
$644,208
0.04% of portfolio
|
Q4 2024
Added 1.42%
|