Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,727 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 $444 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
2,490
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2024
Reduced 81.35%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,482
shares
|
$1.41 Million
0.71% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,481
shares
|
$1.41 Million
0.77% of portfolio
|
Q2 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
2,478
shares
|
$1.41 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
2,478
shares
|
$1.41 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,473
shares
|
$1.41 Million
0.15% of portfolio
|
Q4 2024
Added 93.81%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
2,471
shares
|
$1.4 Million
0.73% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
2,471
shares
|
$1.4 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
2,467
shares
|
$1.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
2,458
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
2,450
shares
|
$1.39 Million
0.27% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,443
shares
|
$1.39 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,438
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
2,435
shares
|
$1.38 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
2,432
shares
|
$1.38 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
2,430
shares
|
$1.38 Million
0.7% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,430
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,429
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,429
shares
|
$1.38 Million
0.41% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
2,427
shares
|
$1.38 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
2,426
shares
|
$1.38 Million
0.83% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,425
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Bridger Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,400
shares
|
$1.36 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
2,391
shares
|
$1.36 Million
0.17% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
2,385
shares
|
$1.36 Million
0.39% of portfolio
|
Q4 2024
Added 1.53%
|