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 |
|---|---|---|---|---|---|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,771
shares
|
$1 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
1,767
shares
|
$997,930
0.6% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
1,767
shares
|
$997,930
0.65% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,763
shares
|
$995,671
0.45% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
1,755
shares
|
$991,153
0.51% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,755
shares
|
$991,153
0.09% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
1,751
shares
|
$988,894
0.03% of portfolio
|
Q4 2024
Added 42.24%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
1,750
shares
|
$988,330
0.45% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
1,749
shares
|
$987,765
0.09% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
1,746
shares
|
$986,070
0.15% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,739
shares
|
$982,117
0.16% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
1,738
shares
|
$981,552
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,736
shares
|
$980,423
0.07% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
1,736
shares
|
$980,423
0.45% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
1,735
shares
|
$979,858
0.27% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
1,735
shares
|
$979,858
0.68% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
1,733
shares
|
$978,729
0.24% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
1,732
shares
|
$978,164
0.1% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,731
shares
|
$977,599
0.25% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
1,731
shares
|
$977,599
0.5% of portfolio
|
Q4 2024
Added 201.57%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,730
shares
|
$977,034
0.05% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
1,728
shares
|
$975,905
0.11% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
1,728
shares
|
$975,905
0.25% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,725
shares
|
$974,211
0.41% of portfolio
|
Q2 2022
Reduced 17.27%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
1,722
shares
|
$972,516
0.29% of portfolio
|
Q4 2024
Reduced 1.15%
|