Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,731 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 $435 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
3,255
shares
|
$1.81 Million
0.47% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
3,253
shares
|
$1.81 Million
0.74% of portfolio
|
Q4 2022
Added 9.82%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
3,244
shares
|
$1.81 Million
0.13% of portfolio
|
Q4 2024
Reduced 80.09%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
3,244
shares
|
$1.81 Million
0.86% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
3,234
shares
|
$1.8 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
3,230
shares
|
$1.8 Million
1.13% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
3,227
shares
|
$1.8 Million
0.9% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,225
shares
|
$1.8 Million
2.98% of portfolio
|
Q3 2024
Reduced 37.09%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,219
shares
|
$1.79 Million
0.36% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
3,210
shares
|
$1.79 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,206
shares
|
$1.79 Million
0.73% of portfolio
|
Q1 2024
Added 54.36%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
3,194
shares
|
$1.78 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
3,193
shares
|
$1.78 Million
0.69% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
3,183
shares
|
$1.77 Million
0.52% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
3,176
shares
|
$1.77 Million
1.37% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
3,163
shares
|
$1.76 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
3,140
shares
|
$1.75 Million
0.55% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,135
shares
|
$1.75 Million
0.17% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
3,129
shares
|
$1.74 Million
0.6% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
3,127
shares
|
$1.74 Million
0.23% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
3,124
shares
|
$1.74 Million
0.88% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
3,120
shares
|
$1.74 Million
0.44% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
3,115
shares
|
$1.74 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,108
shares
|
$1.73 Million
0.77% of portfolio
|
Q2 2024
Reduced 9.02%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,100
shares
|
$1.73 Million
0.14% of portfolio
|
Q2 2023
Reduced 3.79%
|