Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,727 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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
4,451
shares
|
$2.51 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
4,451
shares
|
$2.51 Million
0.61% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
4,450
shares
|
$2.51 Million
0.56% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,436
shares
|
$2.5 Million
0.84% of portfolio
|
Q4 2024
Reduced 46.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,434
shares
|
$2.5 Million
0.16% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
4,424
shares
|
$2.49 Million
0.31% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
4,399
shares
|
$2.48 Million
0.21% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,396
shares
|
$2.48 Million
0.25% of portfolio
|
Q4 2024
Added 22.93%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,395
shares
|
$2.48 Million
0.36% of portfolio
|
Q1 2024
Added 71.95%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Feb 13, 2025 Q4 2024 |
4,377
shares
|
$2.47 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
4,375
shares
|
$2.46 Million
0.64% of portfolio
|
Q2 2024
Reduced 56.87%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
4,374
shares
|
$2.46 Million
1.03% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,368
shares
|
$2.46 Million
0.58% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
4,357
shares
|
$2.45 Million
1.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
4,345
shares
|
$2.45 Million
1.36% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4,342
shares
|
$2.45 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
4,338
shares
|
$2.44 Million
1.58% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
4,332
shares
|
$2.44 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
4,304
shares
|
$2.42 Million
0.04% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
4,300
shares
|
$2.42 Million
0.28% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
4,300
shares
|
$2.42 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
4,299
shares
|
$2.42 Million
0.21% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,292
shares
|
$2.42 Million
0.19% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
4,283
shares
|
$2.41 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
4,281
shares
|
$2.41 Million
0.77% of portfolio
|
Q4 2024
Added 12.21%
|