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 |
|---|---|---|---|---|---|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
1,541
shares
|
$870,295
0.43% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,541
shares
|
$870,295
0.03% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,540
shares
|
$869,730
0.22% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,540
shares
|
$869,730
1.17% of portfolio
|
Q4 2022
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
1,531
shares
|
$864,647
0.04% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,527
shares
|
$862,388
0.24% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
1,526
shares
|
$861,823
0.76% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,524
shares
|
$860,694
1.24% of portfolio
|
Q3 2023
Reduced 6.67%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
1,524
shares
|
$860,694
0.23% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,521
shares
|
$858,999
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,520
shares
|
$858,435
0.58% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
1,516
shares
|
$856,176
0.2% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
1,516
shares
|
$856,176
0.13% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,512
shares
|
$853,917
0.52% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
1,510
shares
|
$852,787
0.2% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
1,508
shares
|
$851,658
0.33% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,507
shares
|
$851,093
0.05% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
1,506
shares
|
$850,528
0.04% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
1,506
shares
|
$850,528
0.24% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Feb 14, 2025 Q4 2024 |
1,506
shares
|
$850,528
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,503
shares
|
$848,834
0.08% of portfolio
|
Q4 2024
Added 94.44%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,501
shares
|
$847,704
0.11% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$847,140
0.08% of portfolio
|
Q1 2021
Reduced 28.57%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
1,496
shares
|
$844,880
0.31% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,495
shares
|
$844,316
0.14% of portfolio
|
Q1 2023
Added 0.67%
|