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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
31
shares
|
$16,342
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
30
shares
|
$15,815
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
28
shares
|
$14,761
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
27
shares
|
$14,233
1.19% of portfolio
|
Q3 2024
Added 58.82%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
26
shares
|
$13,706
0.01% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26
shares
|
$13,706
0.0% of portfolio
|
Q3 2024
Reduced 92.22%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
24
shares
|
$12,652
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
23
shares
|
$12,125
0.0% of portfolio
|
Q2 2021
Reduced 30.3%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
23
shares
|
$12,125
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
23
shares
|
$12,125
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
22
shares
|
$11,597
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
21
shares
|
$11,070
0.0% of portfolio
|
Q2 2024
Reduced 89.9%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
20
shares
|
$10,543
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
20
shares
|
$10,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
19
shares
|
$10,016
0.0% of portfolio
|
Q2 2024
Added 58.33%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
18
shares
|
$9,489
0.0% of portfolio
|
Q4 2022
Added 12.5%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
18
shares
|
$9,489
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
16
shares
|
$8,434
0.0% of portfolio
|
Q2 2024
Reduced 36.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
12
shares
|
$6,326
0.01% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
12
shares
|
$6,326
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
11
shares
|
$5,798
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
11
shares
|
$5,798
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
10
shares
|
$5,271
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10
shares
|
$5,271
0.0% of portfolio
|
Q3 2022
Reduced 96.49%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
10
shares
|
$5,271
0.0% of portfolio
|
Q3 2024
New holding
|