Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,752 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 $419 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
440
shares
|
$235,879
0.03% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
440
shares
|
$235,879
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
440
shares
|
$235,879
0.09% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
440
shares
|
$235,879
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
435
shares
|
$233,199
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
435
shares
|
$233,199
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
435
shares
|
$233,199
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
434
shares
|
$232,663
0.05% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
434
shares
|
$232,663
0.07% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
433
shares
|
$232,126
0.06% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
431
shares
|
$231,054
0.11% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
431
shares
|
$231,054
0.04% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
430
shares
|
$230,518
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
428
shares
|
$229,446
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
428
shares
|
$229,446
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
425
shares
|
$227,838
0.11% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
424
shares
|
$227,302
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
422
shares
|
$226,229
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
422
shares
|
$226,229
0.02% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
422
shares
|
$226,229
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
421
shares
|
$225,693
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
420
shares
|
$225,157
0.1% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
418
shares
|
$224,085
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
417
shares
|
$223,549
0.03% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
417
shares
|
$223,549
0.0% of portfolio
|
Q4 2024
Reduced 45.56%
|