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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
624
shares
|
$352,372
0.14% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
624
shares
|
$352,372
0.1% of portfolio
|
Q4 2023
Added 17.96%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
620
shares
|
$350,114
0.14% of portfolio
|
Q1 2024
Reduced 62.13%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
620
shares
|
$350,114
0.25% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
615
shares
|
$347,290
0.16% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
614
shares
|
$346,725
0.05% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
614
shares
|
$346,725
0.06% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
614
shares
|
$346,725
0.13% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
613
shares
|
$346,161
0.05% of portfolio
|
Q2 2024
Added 21.39%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
612
shares
|
$345,596
0.09% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
610
shares
|
$344,467
0.15% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
609
shares
|
$343,902
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
608
shares
|
$343,337
0.07% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
608
shares
|
$343,337
0.22% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
607
shares
|
$342,772
0.06% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
607
shares
|
$342,772
0.01% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
607
shares
|
$342,772
0.12% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
607
shares
|
$342,772
0.18% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
605
shares
|
$341,643
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
603
shares
|
$340,514
0.16% of portfolio
|
Q2 2024
Added 1.34%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
602
shares
|
$339,949
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
601
shares
|
$339,384
0.13% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
600
shares
|
$338,820
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
600
shares
|
$338,820
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
598
shares
|
$337,690
0.09% of portfolio
|
Q3 2024
Reduced 24.59%
|