Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,713 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 $441 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
1,971
shares
|
$1.11 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,966
shares
|
$1.11 Million
0.24% of portfolio
|
Q2 2022
Added 31.68%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,966
shares
|
$1.11 Million
0.8% of portfolio
|
Q4 2024
Reduced 32.11%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,964
shares
|
$1.11 Million
0.47% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,953
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2022
Added 1.03%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
1,953
shares
|
$1.1 Million
0.42% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,950
shares
|
$1.1 Million
0.48% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
1,949
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
1,944
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
1,941
shares
|
$1.1 Million
0.29% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,939
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,934
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,934
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
1,932
shares
|
$1.09 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,929
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2022
Reduced 2.38%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,929
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,928
shares
|
$1.09 Million
0.21% of portfolio
|
Q4 2024
Added 68.38%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
1,915
shares
|
$1.08 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
1,908
shares
|
$1.08 Million
0.6% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
1,907
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,904
shares
|
$1.08 Million
0.89% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
1,902
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
1,895
shares
|
$1.07 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
1,894
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,890
shares
|
$1.07 Million
0.14% of portfolio
|
Q4 2022
Reduced 17.32%
|