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 |
|---|---|---|---|---|---|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
800
shares
|
$451,760
0.42% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
800
shares
|
$451,760
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
797
shares
|
$450,065
0.11% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
796
shares
|
$449,501
0.33% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
796
shares
|
$449,501
0.31% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
796
shares
|
$449,501
0.33% of portfolio
|
Q1 2024
Added 3.92%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
795
shares
|
$448,936
0.11% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
792
shares
|
$447,242
0.36% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
789
shares
|
$445,548
0.25% of portfolio
|
Q2 2024
Reduced 13.39%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
789
shares
|
$445,548
0.06% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
787
shares
|
$444,418
0.19% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
785
shares
|
$443,289
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
784
shares
|
$442,724
0.11% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
784
shares
|
$442,724
0.14% of portfolio
|
Q1 2023
Added 1468.0%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
781
shares
|
$441,030
0.09% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
781
shares
|
$441,030
0.2% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
780
shares
|
$440,466
0.11% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
779
shares
|
$439,901
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
778
shares
|
$439,336
0.06% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
776
shares
|
$438,207
0.23% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 14, 2024 Q3 2024 |
776
shares
|
$438,207
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
776
shares
|
$438,207
0.04% of portfolio
|
Q3 2024
Reduced 69.11%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
776
shares
|
$438,207
0.08% of portfolio
|
Q3 2024
Added 34.02%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
775
shares
|
$437,642
0.28% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
773
shares
|
$436,513
0.04% of portfolio
|
Q3 2024
Added 8.42%
|