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 |
|---|---|---|---|---|---|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
3,616
shares
|
$2.04 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
3,614
shares
|
$2.04 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
3,611
shares
|
$2.03 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
3,588
shares
|
$2.02 Million
0.23% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
3,576
shares
|
$2.01 Million
0.05% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,569
shares
|
$2.01 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
3,553
shares
|
$2 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,552
shares
|
$2 Million
0.01% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,546
shares
|
$2 Million
0.61% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
3,544
shares
|
$2 Million
0.73% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
3,543
shares
|
$2 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
3,509
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Reduced 32.74%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
3,502
shares
|
$1.97 Million
0.26% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Feb 11, 2025 Q4 2024 |
3,500
shares
|
$1.97 Million
1.49% of portfolio
|
Q3 2024
Reduced 38.6%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,498
shares
|
$1.97 Million
0.04% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
3,497
shares
|
$1.97 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,488
shares
|
$1.96 Million
0.26% of portfolio
|
Q4 2024
Added 191.64%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
3,473
shares
|
$1.96 Million
1.61% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,467
shares
|
$1.95 Million
0.04% of portfolio
|
Q4 2024
Added 80.48%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,443
shares
|
$1.94 Million
0.2% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,431
shares
|
$1.93 Million
0.7% of portfolio
|
Q4 2022
Reduced 17.07%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
3,428
shares
|
$1.93 Million
0.86% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,428
shares
|
$1.93 Million
0.65% of portfolio
|
Q4 2024
Reduced 44.36%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,416
shares
|
$1.92 Million
0.2% of portfolio
|
Q4 2024
Added 126.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
3,416
shares
|
$1.92 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.42%
|