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 |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,606
shares
|
$907,004
0.29% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
1,605
shares
|
$906,439
0.59% of portfolio
|
Q4 2022
Reduced 43.78%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
1,605
shares
|
$906,439
0.26% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
1,603
shares
|
$905,310
0.28% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,596
shares
|
$901,356
0.09% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
1,595
shares
|
$900,792
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
1,590
shares
|
$897,968
0.33% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,590
shares
|
$897,968
0.06% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
1,586
shares
|
$895,709
0.3% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
1,582
shares
|
$893,450
0.42% of portfolio
|
Q3 2023
Added 0.64%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,581
shares
|
$892,885
0.34% of portfolio
|
Q4 2024
Reduced 17.09%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,580
shares
|
$892,320
0.55% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Feb 14, 2025 Q4 2024 |
1,578
shares
|
$891,191
0.03% of portfolio
|
Q4 2024
Added 41.52%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,578
shares
|
$891,191
0.81% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
1,575
shares
|
$889,497
0.17% of portfolio
|
Q1 2024
Added 2.94%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
1,573
shares
|
$888,367
2.77% of portfolio
|
Q3 2023
Reduced 66.24%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$887,802
0.04% of portfolio
|
Q3 2022
Reduced 15.57%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,566
shares
|
$884,414
0.24% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,562
shares
|
$882,155
0.19% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Sienna Gestion
Paris, I0 |
Feb 10, 2025 Q4 2024 |
1,562
shares
|
$882,155
0.06% of portfolio
|
Q4 2024
Reduced 94.51%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
1,554
shares
|
$877,637
0.16% of portfolio
|
Q4 2024
Added 123.92%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,551
shares
|
$875,942
0.14% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
1,551
shares
|
$875,942
0.05% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
1,543
shares
|
$871,424
0.04% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
1,542
shares
|
$870,859
0.34% of portfolio
|
Q4 2024
Added 1.38%
|