Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,568 institutions that hold shares in the stock, with a total of 681 Million shares, which have been reported (via 13F filing form) to have a value of $384 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
63
shares
|
$35,453
0.01% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
63
shares
|
$35,453
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
63
shares
|
$35,453
0.02% of portfolio
|
Q3 2023
Added 1.61%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
61
shares
|
$34,327
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
60
shares
|
$33,765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
60
shares
|
$33,765
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
59
shares
|
$33,202
0.01% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
59
shares
|
$33,202
0.01% of portfolio
|
Q2 2024
Reduced 41.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
57
shares
|
$32,076
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
53
shares
|
$29,825
0.01% of portfolio
|
N/A
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
53
shares
|
$29,825
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
52
shares
|
$29,263
0.0% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
51
shares
|
$28,700
0.01% of portfolio
|
Q2 2023
Reduced 26.09%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
50
shares
|
$28,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
50
shares
|
$28,137
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$28,137
0.0% of portfolio
|
Q3 2023
Reduced 41.18%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
50
shares
|
$28,137
0.01% of portfolio
|
Q2 2021
Reduced 57.63%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
49
shares
|
$27,574
0.01% of portfolio
|
Q1 2024
Reduced 57.02%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
46
shares
|
$25,886
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
46
shares
|
$25,886
0.01% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Aegon Asset Management Uk PLC
|
Jan 21, 2025 Q4 2024 |
45
shares
|
$25,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
45
shares
|
$25,323
0.01% of portfolio
|
Q2 2024
Added 462.5%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
44
shares
|
$24,761
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
44
shares
|
$24,761
0.01% of portfolio
|
Q3 2024
Reduced 37.14%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
41
shares
|
$23,072
0.02% of portfolio
|
Q4 2023
New holding
|