Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,474 institutions that hold shares in the stock, with a total of 677 Million shares, which have been reported (via 13F filing form) to have a value of $357 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
149
shares
|
$78,549
0.06% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
141
shares
|
$74,332
0.01% of portfolio
|
Q3 2024
Reduced 87.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
139
shares
|
$73,278
0.02% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
137
shares
|
$72,223
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
137
shares
|
$72,223
0.02% of portfolio
|
Q4 2023
Added 5.38%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
137
shares
|
$72,223
0.02% of portfolio
|
Q1 2023
Added 90.28%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
135
shares
|
$71,169
0.03% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
134
shares
|
$70,642
0.01% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
131
shares
|
$69,060
0.02% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
130
shares
|
$68,533
0.02% of portfolio
|
Q3 2024
Added 23.81%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
130
shares
|
$68,533
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
127
shares
|
$66,951
0.01% of portfolio
|
Q2 2024
Reduced 73.92%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
125
shares
|
$65,897
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
124
shares
|
$65,370
0.01% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
123
shares
|
$64,843
0.03% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
122
shares
|
$64,315
0.01% of portfolio
|
Q3 2024
Reduced 29.48%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
122
shares
|
$64,315
0.04% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
120
shares
|
$63,261
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
119
shares
|
$62,734
0.02% of portfolio
|
Q3 2024
Added 41.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
118
shares
|
$62,207
0.01% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
114
shares
|
$60,098
0.0% of portfolio
|
Q2 2024
Added 1166.67%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
112
shares
|
$59,044
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
110
shares
|
$57,989
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
109
shares
|
$57,462
0.02% of portfolio
|
Q3 2024
Added 101.85%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
108
shares
|
$56,935
0.02% of portfolio
|
Q4 2024
Added 24.14%
|