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 |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
712
shares
|
$402,066
0.11% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
712
shares
|
$402,066
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
711
shares
|
$401,501
0.03% of portfolio
|
Q3 2024
Reduced 73.83%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
710
shares
|
$400,937
0.13% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
710
shares
|
$400,937
0.28% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Quilter PLC
|
Jan 29, 2025 Q4 2024 |
707
shares
|
$399,242
0.01% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
705
shares
|
$398,113
0.04% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
705
shares
|
$398,113
0.12% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
701
shares
|
$395,854
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
700
shares
|
$395,290
0.06% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
700
shares
|
$395,290
1.5% of portfolio
|
Q4 2024
Reduced 97.38%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
698
shares
|
$394,160
0.2% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
698
shares
|
$394,160
0.06% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
696
shares
|
$393,031
0.1% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
695
shares
|
$392,466
0.05% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
694
shares
|
$391,901
0.11% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
693
shares
|
$391,337
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
692
shares
|
$390,772
0.14% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
691
shares
|
$390,207
0.04% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
689
shares
|
$389,078
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
689
shares
|
$389,078
0.02% of portfolio
|
Q3 2024
Reduced 81.01%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
689
shares
|
$389,078
0.06% of portfolio
|
Q4 2024
Added 26.65%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
689
shares
|
$389,078
0.24% of portfolio
|
Q4 2024
Added 31.49%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
688
shares
|
$388,513
0.11% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
688
shares
|
$388,513
0.07% of portfolio
|
Q1 2024
New holding
|