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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
300
shares
|
$169,647
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
300
shares
|
$169,647
0.01% of portfolio
|
Q3 2020
Reduced 40.0%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
289
shares
|
$163,426
0.03% of portfolio
|
Q1 2024
Reduced 32.16%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
275
shares
|
$155,509
0.09% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
270
shares
|
$152,682
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
270
shares
|
$152,682
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
269
shares
|
$152,116
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
266
shares
|
$150,420
0.19% of portfolio
|
Q3 2022
Reduced 8.59%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
264
shares
|
$149,289
0.04% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
261
shares
|
$147,592
0.11% of portfolio
|
Q4 2024
Added 41.85%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
260
shares
|
$147,027
0.03% of portfolio
|
Q2 2024
Added 173.68%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
258
shares
|
$145,896
0.01% of portfolio
|
Q2 2021
Added 75.51%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
246
shares
|
$139,110
0.01% of portfolio
|
Q2 2024
Reduced 44.72%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
238
shares
|
$134,586
0.06% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
235
shares
|
$132,890
0.03% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
230
shares
|
$130,062
0.02% of portfolio
|
Q3 2024
Added 422.73%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
228
shares
|
$128,931
0.02% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
225
shares
|
$127,235
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
224
shares
|
$126,669
0.03% of portfolio
|
Q4 2023
Reduced 32.12%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
222
shares
|
$125,538
0.02% of portfolio
|
Q3 2023
Reduced 33.73%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
220
shares
|
$124,407
0.07% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
219
shares
|
$123,842
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
217
shares
|
$122,711
0.02% of portfolio
|
Q2 2022
Added 13.02%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
213
shares
|
$120,449
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
209
shares
|
$118,187
0.05% of portfolio
|
Q3 2024
Added 0.48%
|