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 |
|---|---|---|---|---|---|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,280
shares
|
$2.41 Million
0.15% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
4,273
shares
|
$2.41 Million
0.21% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
4,269
shares
|
$2.4 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,257
shares
|
$2.4 Million
1.37% of portfolio
|
Q3 2023
Reduced 54.27%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,250
shares
|
$2.39 Million
0.82% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,248
shares
|
$2.39 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,245
shares
|
$2.39 Million
0.52% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
4,238
shares
|
$2.39 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
4,232
shares
|
$2.38 Million
0.62% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Feb 13, 2025 Q4 2024 |
4,231
shares
|
$2.38 Million
1.19% of portfolio
|
Q4 2024
Reduced 27.1%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
4,229
shares
|
$2.38 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
4,228
shares
|
$2.38 Million
1.27% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
4,215
shares
|
$2.37 Million
0.83% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
4,210
shares
|
$2.37 Million
0.6% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,196
shares
|
$2.36 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,194
shares
|
$2.36 Million
0.18% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,189
shares
|
$2.36 Million
0.13% of portfolio
|
Q3 2022
Added 0.89%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,163
shares
|
$2.34 Million
0.34% of portfolio
|
Q4 2024
Added 436.47%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,163
shares
|
$2.34 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
4,135
shares
|
$2.33 Million
0.58% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,134
shares
|
$2.33 Million
0.11% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Feb 11, 2025 Q4 2024 |
4,130
shares
|
$2.33 Million
2.81% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
4,125
shares
|
$2.32 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
4,123
shares
|
$2.32 Million
0.3% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
4,109
shares
|
$2.31 Million
2.89% of portfolio
|
Q4 2024
Reduced 71.52%
|