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 |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
114
shares
|
$64,465
0.0% of portfolio
|
Q2 2024
Added 1166.67%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
112
shares
|
$63,334
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
110
shares
|
$62,203
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
109
shares
|
$61,638
0.02% of portfolio
|
Q3 2024
Added 101.85%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
108
shares
|
$61,072
0.02% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
107
shares
|
$60,507
0.0% of portfolio
|
Q1 2024
Added 143.18%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
106
shares
|
$59,941
0.01% of portfolio
|
Q1 2022
Added 24.71%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
106
shares
|
$59,941
0.03% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
105
shares
|
$59,376
0.04% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
105
shares
|
$59,376
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
105
shares
|
$59,376
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$56,549
0.01% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
100
shares
|
$56,549
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
100
shares
|
$56,549
0.03% of portfolio
|
Q3 2023
Reduced 2.91%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
100
shares
|
$56,549
0.02% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
100
shares
|
$56,549
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
98
shares
|
$55,418
0.03% of portfolio
|
Q2 2024
Added 68.97%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
92
shares
|
$52,025
0.02% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
90
shares
|
$50,894
0.01% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
90
shares
|
$50,894
0.0% of portfolio
|
Q4 2024
Added 57.89%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
88
shares
|
$49,763
0.02% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
87
shares
|
$49,197
0.02% of portfolio
|
Q2 2024
Added 33.85%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
85
shares
|
$48,066
0.02% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
83
shares
|
$46,935
0.03% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
82
shares
|
$46,370
0.03% of portfolio
|
Q3 2022
Reduced 23.36%
|