Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,592 institutions that hold shares in the stock, with a total of 681 Million shares, which have been reported (via 13F filing form) to have a value of $385 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
361
shares
|
$204,141
0.13% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
361
shares
|
$204,141
0.1% of portfolio
|
Q4 2024
Reduced 60.63%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
361
shares
|
$204,141
0.12% of portfolio
|
Q4 2024
Reduced 25.26%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
356
shares
|
$201,314
0.07% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
354
shares
|
$200,183
0.05% of portfolio
|
Q4 2024
Added 154.68%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
353
shares
|
$199,617
0.07% of portfolio
|
Q3 2023
Added 39.53%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
351
shares
|
$198,486
0.16% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
350
shares
|
$197,921
0.52% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
345
shares
|
$195,094
0.02% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
342
shares
|
$193,397
0.1% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
338
shares
|
$191,135
0.07% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
336
shares
|
$190,004
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
336
shares
|
$190,004
0.01% of portfolio
|
Q3 2023
Reduced 0.88%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
334
shares
|
$188,873
0.03% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
329
shares
|
$186,046
0.06% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
326
shares
|
$184,349
0.02% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
326
shares
|
$184,349
0.0% of portfolio
|
Q3 2024
Reduced 88.16%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
321
shares
|
$181,522
0.05% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
316
shares
|
$178,694
0.05% of portfolio
|
Q2 2024
Reduced 35.51%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
313
shares
|
$176,998
0.11% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
310
shares
|
$175,301
0.07% of portfolio
|
Q1 2024
Added 9.93%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
310
shares
|
$175,301
0.08% of portfolio
|
Q2 2024
Reduced 83.84%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
308
shares
|
$174,170
0.06% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
303
shares
|
$171,343
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
300
shares
|
$169,647
0.07% of portfolio
|
Q2 2022
Reduced 4.46%
|