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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
82
shares
|
$46,370
0.02% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
82
shares
|
$46,370
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
81
shares
|
$45,804
0.0% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$44,673
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
79
shares
|
$44,673
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
78
shares
|
$44,108
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
77
shares
|
$43,542
0.01% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
76
shares
|
$42,977
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
76
shares
|
$42,977
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
75
shares
|
$42,411
0.04% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
73
shares
|
$41,280
0.01% of portfolio
|
Q2 2024
Reduced 29.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
72
shares
|
$40,715
0.03% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
71
shares
|
$40,149
0.02% of portfolio
|
Q1 2022
Added 47.92%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
71
shares
|
$40,149
0.01% of portfolio
|
Q3 2024
Reduced 43.2%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
71
shares
|
$40,149
0.01% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
70
shares
|
$39,584
0.0% of portfolio
|
Q4 2024
Reduced 97.88%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
70
shares
|
$39,584
0.02% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
70
shares
|
$39,584
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
70
shares
|
$39,584
0.03% of portfolio
|
Q2 2024
Reduced 34.58%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
70
shares
|
$39,584
0.03% of portfolio
|
Q4 2024
Added 483.33%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
66
shares
|
$37,322
0.01% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
65
shares
|
$36,756
0.01% of portfolio
|
Q4 2024
Reduced 52.21%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
65
shares
|
$36,756
0.01% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
65
shares
|
$36,756
0.05% of portfolio
|
Q1 2023
Reduced 99.0%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
63
shares
|
$35,625
0.01% of portfolio
|
Q4 2024
Added 6.78%
|