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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
824
shares
|
$465,312
0.09% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
823
shares
|
$464,748
0.11% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
823
shares
|
$464,748
0.31% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
822
shares
|
$464,183
0.33% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
821
shares
|
$463,618
0.16% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
821
shares
|
$463,618
0.04% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
821
shares
|
$463,618
0.32% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
817
shares
|
$461,359
0.07% of portfolio
|
Q4 2024
Reduced 24.28%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
816
shares
|
$460,795
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
816
shares
|
$460,795
0.07% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
812
shares
|
$458,536
0.08% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
812
shares
|
$458,536
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
809
shares
|
$456,842
0.12% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Tuttle Capital Management, LLC
|
Jan 13, 2025 Q4 2024 |
809
shares
|
$456,842
4.43% of portfolio
|
Q4 2024
Added 34.61%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
809
shares
|
$456,842
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
809
shares
|
$456,842
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
808
shares
|
$456,277
0.01% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
808
shares
|
$456,277
0.03% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
807
shares
|
$455,712
4.12% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
806
shares
|
$455,148
0.91% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
805
shares
|
$454,583
0.05% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
804
shares
|
$454,018
0.05% of portfolio
|
Q4 2024
Reduced 33.77%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
802
shares
|
$452,889
0.03% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
801
shares
|
$452,324
0.12% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
801
shares
|
$452,324
0.27% of portfolio
|
Q2 2022
Reduced 1.23%
|