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 |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
1,822
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,817
shares
|
$1.03 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
1,816
shares
|
$1.03 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
1,813
shares
|
$1.02 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,812
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
1,805
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,804
shares
|
$1.02 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
1,801
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
1,799
shares
|
$1.02 Million
0.38% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,799
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
1,797
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,796
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
1,796
shares
|
$1.01 Million
0.67% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,794
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
1,788
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Added 29.38%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,787
shares
|
$1.01 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Feb 13, 2025 Q4 2024 |
1,785
shares
|
$1.01 Million
1.0% of portfolio
|
Q2 2023
Reduced 35.09%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,784
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,784
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,782
shares
|
$1.01 Million
0.23% of portfolio
|
Q4 2024
Added 73.18%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
1,780
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
1,780
shares
|
$1.01 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
1,780
shares
|
$1.01 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,778
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
1,776
shares
|
$1 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.33%
|