Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,640 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $442 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,381
shares
|
$779,712
0.16% of portfolio
|
Q4 2024
Added 92.88%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
1,381
shares
|
$779,712
0.06% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Baskin Financial Services Inc.
|
Jan 24, 2025 Q4 2024 |
1,380
shares
|
$779,148
0.06% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
1,374
shares
|
$775,760
0.27% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,373
shares
|
$775,195
0.38% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
1,363
shares
|
$769,549
0.39% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
1,363
shares
|
$769,549
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 14, 2024 Q3 2024 |
1,363
shares
|
$769,549
0.27% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
1,363
shares
|
$769,549
0.41% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,359
shares
|
$767,291
0.02% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,358
shares
|
$766,726
0.04% of portfolio
|
Q4 2022
Added 6.18%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
1,357
shares
|
$766,162
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,353
shares
|
$763,903
0.03% of portfolio
|
Q2 2023
Added 1.12%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
1,353
shares
|
$763,903
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,351
shares
|
$762,774
0.29% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
1,351
shares
|
$762,774
0.25% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
1,346
shares
|
$759,951
0.04% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
1,344
shares
|
$758,822
0.2% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,342
shares
|
$757,693
0.35% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,341
shares
|
$757,128
0.07% of portfolio
|
Q3 2023
Added 5.34%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
1,339
shares
|
$755,999
0.39% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,338
shares
|
$755,434
0.46% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,338
shares
|
$755,434
0.17% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,338
shares
|
$755,434
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
1,338
shares
|
$755,434
0.23% of portfolio
|
Q2 2024
Added 1.52%
|