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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,793
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
2,789
shares
|
$1.57 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,788
shares
|
$1.57 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
2,785
shares
|
$1.57 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
2,784
shares
|
$1.57 Million
0.35% of portfolio
|
Q4 2024
Added 55.01%
|
|
|
Katamaran Capital LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
2,784
shares
|
$1.57 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
2,772
shares
|
$1.56 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,771
shares
|
$1.56 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,769
shares
|
$1.56 Million
0.33% of portfolio
|
Q2 2024
Reduced 8.01%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
2,763
shares
|
$1.56 Million
0.48% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
2,757
shares
|
$1.55 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,755
shares
|
$1.55 Million
1.04% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
2,742
shares
|
$1.54 Million
0.92% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,740
shares
|
$1.54 Million
0.16% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
2,735
shares
|
$1.54 Million
0.08% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
2,733
shares
|
$1.54 Million
0.11% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
2,733
shares
|
$1.54 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
2,728
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 35.06%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
2,726
shares
|
$1.54 Million
0.21% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
2,723
shares
|
$1.53 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
2,717
shares
|
$1.53 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,716
shares
|
$1.53 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,708
shares
|
$1.53 Million
0.56% of portfolio
|
Q2 2022
Added 2.73%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,704
shares
|
$1.52 Million
0.27% of portfolio
|
Q4 2024
Reduced 25.1%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
2,701
shares
|
$1.52 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.26%
|