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 |
|---|---|---|---|---|---|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
158
shares
|
$89,347
0.07% of portfolio
|
Q2 2024
Added 507.69%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
153
shares
|
$86,519
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
151
shares
|
$85,388
0.03% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$84,823
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
150
shares
|
$84,823
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
149
shares
|
$84,258
0.06% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
144
shares
|
$81,430
0.03% of portfolio
|
Q4 2024
Added 21.01%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
144
shares
|
$81,430
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
141
shares
|
$79,734
0.01% of portfolio
|
Q3 2024
Reduced 87.02%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
140
shares
|
$79,168
0.02% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
139
shares
|
$78,603
0.03% of portfolio
|
Q4 2024
Added 215.91%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
137
shares
|
$77,472
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
137
shares
|
$77,472
0.02% of portfolio
|
Q1 2023
Added 90.28%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
136
shares
|
$76,906
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
135
shares
|
$76,341
0.03% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
134
shares
|
$75,775
0.01% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
131
shares
|
$74,079
0.02% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
130
shares
|
$73,513
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
127
shares
|
$71,817
0.01% of portfolio
|
Q2 2024
Reduced 73.92%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
124
shares
|
$70,120
0.01% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
123
shares
|
$69,555
0.03% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
122
shares
|
$68,989
0.01% of portfolio
|
Q3 2024
Reduced 29.48%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
122
shares
|
$68,989
0.04% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
120
shares
|
$67,858
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
117
shares
|
$66,162
0.01% of portfolio
|
Q4 2024
Reduced 0.85%
|