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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
2,984
shares
|
$1.68 Million
0.15% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,984
shares
|
$1.68 Million
0.14% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,978
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,978
shares
|
$1.68 Million
0.47% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
2,968
shares
|
$1.67 Million
1.38% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,966
shares
|
$1.67 Million
0.41% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,965
shares
|
$1.67 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
2,960
shares
|
$1.67 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
2,959
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 94.45%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,957
shares
|
$1.67 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,956
shares
|
$1.67 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
2,954
shares
|
$1.66 Million
0.59% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,954
shares
|
$1.66 Million
0.13% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,952
shares
|
$1.66 Million
0.25% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
2,949
shares
|
$1.66 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
2,944
shares
|
$1.66 Million
0.79% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
2,943
shares
|
$1.66 Million
0.23% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,943
shares
|
$1.66 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
2,940
shares
|
$1.66 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
2,934
shares
|
$1.65 Million
0.15% of portfolio
|
Q4 2024
Reduced 13.12%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
2,925
shares
|
$1.65 Million
0.54% of portfolio
|
Q1 2021
Added 95.0%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
2,925
shares
|
$1.65 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
2,924
shares
|
$1.65 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,919
shares
|
$1.64 Million
1.33% of portfolio
|
Q3 2022
Added 30.43%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
2,916
shares
|
$1.64 Million
0.86% of portfolio
|
Q4 2024
Reduced 5.87%
|