Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,729 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 $440 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
3,758
shares
|
$2.12 Million
0.88% of portfolio
|
Q4 2024
Added 97.37%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,757
shares
|
$2.12 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
3,751
shares
|
$2.11 Million
0.52% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
3,744
shares
|
$2.11 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
3,743
shares
|
$2.11 Million
1.28% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,739
shares
|
$2.11 Million
0.32% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
3,733
shares
|
$2.1 Million
0.24% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
3,730
shares
|
$2.1 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
3,729
shares
|
$2.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
3,722
shares
|
$2.1 Million
0.9% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
3,720
shares
|
$2.1 Million
0.41% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
3,712
shares
|
$2.09 Million
0.76% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
3,704
shares
|
$2.09 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Feb 03, 2025 Q4 2024 |
3,700
shares
|
$2.08 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
3,698
shares
|
$2.08 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
3,685
shares
|
$2.08 Million
0.26% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,674
shares
|
$2.07 Million
0.78% of portfolio
|
Q1 2024
Added 8.86%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
3,666
shares
|
$2.06 Million
0.19% of portfolio
|
Q4 2024
Reduced 84.99%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
3,661
shares
|
$2.06 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
3,651
shares
|
$2.06 Million
0.22% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,651
shares
|
$2.06 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
3,648
shares
|
$2.05 Million
0.22% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
3,648
shares
|
$2.05 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
3,638
shares
|
$2.05 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
3,630
shares
|
$2.04 Million
1.26% of portfolio
|
Q2 2022
Reduced 18.61%
|