Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,616 institutions that hold shares in the stock, with a total of 684 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
991
shares
|
$559,518
0.16% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
991
shares
|
$559,518
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
989
shares
|
$558,389
0.39% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
986
shares
|
$556,695
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
985
shares
|
$556,131
0.01% of portfolio
|
Q3 2024
Added 48.34%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
985
shares
|
$556,131
0.03% of portfolio
|
Q3 2024
Added 29.27%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
983
shares
|
$555,001
0.24% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
983
shares
|
$555,001
0.13% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
982
shares
|
$554,437
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
982
shares
|
$554,437
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
981
shares
|
$553,872
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
976
shares
|
$551,049
0.24% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
976
shares
|
$551,049
0.08% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
975
shares
|
$550,485
0.04% of portfolio
|
Q2 2023
Added 6.56%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
975
shares
|
$550,485
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
974
shares
|
$549,920
0.25% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
973
shares
|
$549,355
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
973
shares
|
$549,355
0.07% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
972
shares
|
$548,791
0.06% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
972
shares
|
$548,791
0.1% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
972
shares
|
$548,791
0.16% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
971
shares
|
$548,226
0.09% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
971
shares
|
$548,226
0.21% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
968
shares
|
$546,532
0.31% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
967
shares
|
$545,968
0.2% of portfolio
|
Q4 2024
New holding
|