Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,725 institutions that hold shares in the stock, with a total of 781 Million shares, which have been reported (via 13F filing form) to have a value of $444 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,585
shares
|
$3.18 Million
0.16% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
5,584
shares
|
$3.18 Million
0.35% of portfolio
|
Q3 2024
Added 37.17%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
5,556
shares
|
$3.16 Million
2.6% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,554
shares
|
$3.16 Million
1.25% of portfolio
|
Q1 2024
Added 8.05%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,546
shares
|
$3.15 Million
0.18% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
5,532
shares
|
$3.15 Million
0.82% of portfolio
|
Q3 2024
Added 261.1%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
5,516
shares
|
$3.14 Million
0.94% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
5,510
shares
|
$3.13 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
5,503
shares
|
$3.13 Million
1.76% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
5,500
shares
|
$3.13 Million
2.66% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
5,490
shares
|
$3.12 Million
2.46% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
5,487
shares
|
$3.12 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
5,486
shares
|
$3.12 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,470
shares
|
$3.11 Million
0.34% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
5,459
shares
|
$3.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
5,430
shares
|
$3.09 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
5,429
shares
|
$3.09 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Feb 10, 2025 Q4 2024 |
5,425
shares
|
$3.08 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
5,416
shares
|
$3.08 Million
0.69% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
5,414
shares
|
$3.08 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
5,394
shares
|
$3.07 Million
0.79% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
5,391
shares
|
$3.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,388
shares
|
$3.06 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,360
shares
|
$3.05 Million
1.9% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,354
shares
|
$3.04 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.47%
|