Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,517 institutions that hold shares in the stock, with a total of 679 Million shares, which have been reported (via 13F filing form) to have a value of $377 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
386
shares
|
$214,395
0.03% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
385
shares
|
$213,840
0.04% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
385
shares
|
$213,840
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
384
shares
|
$213,285
0.03% of portfolio
|
Q4 2024
Reduced 46.44%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
383
shares
|
$212,729
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
382
shares
|
$212,174
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
382
shares
|
$212,174
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
381
shares
|
$211,618
0.05% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
380
shares
|
$211,063
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
380
shares
|
$211,063
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
380
shares
|
$211,063
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
380
shares
|
$211,063
0.04% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
370
shares
|
$205,509
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
361
shares
|
$200,510
0.13% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
361
shares
|
$200,510
0.12% of portfolio
|
Q4 2024
Reduced 25.26%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
360
shares
|
$199,954
0.12% of portfolio
|
Q3 2024
Added 29.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
356
shares
|
$197,733
0.07% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
354
shares
|
$196,622
0.05% of portfolio
|
Q4 2024
Added 154.68%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
353
shares
|
$196,066
0.07% of portfolio
|
Q3 2023
Added 39.53%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
351
shares
|
$194,955
0.16% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
350
shares
|
$194,400
0.52% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
348
shares
|
$193,289
0.1% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
338
shares
|
$187,735
0.07% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
337
shares
|
$187,179
0.01% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
336
shares
|
$186,624
0.01% of portfolio
|
Q3 2023
Reduced 0.88%
|