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 |
|---|---|---|---|---|---|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
100
shares
|
$55,542
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
98
shares
|
$54,432
0.03% of portfolio
|
Q2 2024
Added 68.97%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
90
shares
|
$49,988
0.01% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
90
shares
|
$49,988
0.04% of portfolio
|
Q3 2024
Reduced 88.55%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
90
shares
|
$49,988
0.01% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
88
shares
|
$48,877
0.02% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
87
shares
|
$48,322
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
87
shares
|
$48,322
0.02% of portfolio
|
Q2 2024
Added 33.85%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
85
shares
|
$47,211
0.02% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
83
shares
|
$46,100
0.02% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
82
shares
|
$45,545
0.03% of portfolio
|
Q3 2022
Reduced 23.36%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
82
shares
|
$45,545
0.02% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
82
shares
|
$45,545
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
81
shares
|
$44,989
0.0% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$43,878
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
78
shares
|
$43,323
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
76
shares
|
$42,212
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
76
shares
|
$42,212
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
73
shares
|
$40,546
0.01% of portfolio
|
Q2 2024
Reduced 29.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
72
shares
|
$39,990
0.03% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
71
shares
|
$39,435
0.02% of portfolio
|
Q1 2022
Added 47.92%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
71
shares
|
$39,435
0.01% of portfolio
|
Q3 2024
Reduced 43.2%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
71
shares
|
$39,435
0.01% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
70
shares
|
$38,880
0.02% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
70
shares
|
$38,880
0.03% of portfolio
|
Q2 2024
Reduced 34.58%
|