Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,640 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $442 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,648
shares
|
$6.01 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,615
shares
|
$5.99 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
10,611
shares
|
$5.99 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
10,602
shares
|
$5.99 Million
0.76% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10,601
shares
|
$5.99 Million
0.48% of portfolio
|
Q2 2023
Added 11.18%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
10,535
shares
|
$5.95 Million
0.07% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
10,510
shares
|
$5.93 Million
2.76% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,494
shares
|
$5.92 Million
2.58% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
10,470
shares
|
$5.91 Million
0.53% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,462
shares
|
$5.91 Million
0.35% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
10,462
shares
|
$5.91 Million
2.79% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,453
shares
|
$5.9 Million
0.41% of portfolio
|
Q4 2024
Added 29.9%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,447
shares
|
$5.9 Million
0.11% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
10,442
shares
|
$5.9 Million
0.8% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
10,440
shares
|
$5.89 Million
0.36% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
10,436
shares
|
$5.89 Million
1.73% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
10,435
shares
|
$5.89 Million
0.04% of portfolio
|
Q4 2024
Added 533.58%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,433
shares
|
$5.89 Million
0.4% of portfolio
|
Q3 2024
Added 35.46%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,402
shares
|
$5.87 Million
1.83% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
10,401
shares
|
$5.87 Million
0.48% of portfolio
|
Q2 2024
Added 46.04%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
10,376
shares
|
$5.86 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
10,368
shares
|
$5.85 Million
0.29% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
10,367
shares
|
$5.85 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
10,361
shares
|
$5.85 Million
0.09% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
10,358
shares
|
$5.85 Million
0.93% of portfolio
|
Q4 2024
Added 0.34%
|