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 |
|---|---|---|---|---|---|
|
Provident Trust CO
|
Jan 31, 2025 Q4 2024 |
2,380
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
2,376
shares
|
$1.35 Million
0.16% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,375
shares
|
$1.35 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,368
shares
|
$1.35 Million
0.16% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
2,362
shares
|
$1.34 Million
0.49% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,362
shares
|
$1.34 Million
0.33% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,357
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Added 59.91%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
2,354
shares
|
$1.34 Million
0.58% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
2,354
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,353
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
2,353
shares
|
$1.34 Million
0.25% of portfolio
|
Q3 2024
Added 23.39%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
2,350
shares
|
$1.34 Million
0.35% of portfolio
|
Q4 2024
Reduced 29.85%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
2,343
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
2,343
shares
|
$1.33 Million
0.12% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,336
shares
|
$1.33 Million
0.16% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
2,335
shares
|
$1.33 Million
0.42% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,333
shares
|
$1.33 Million
0.14% of portfolio
|
Q2 2023
Added 6.53%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
2,332
shares
|
$1.33 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,327
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
2,326
shares
|
$1.32 Million
0.55% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
2,325
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
2,324
shares
|
$1.32 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,320
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Permit Capital, LLC
West Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
2,320
shares
|
$1.32 Million
0.42% of portfolio
|
Q4 2023
Reduced 4.72%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
2,320
shares
|
$1.32 Million
0.43% of portfolio
|
Q4 2024
New holding
|