Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,713 institutions that hold shares in the stock, with a total of 781 Million shares, which have been reported (via 13F filing form) to have a value of $441 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
16
shares
|
$9,036
0.01% of portfolio
|
Q4 2024
Reduced 51.52%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
16
shares
|
$9,036
0.0% of portfolio
|
Q4 2024
Reduced 80.25%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
13
shares
|
$7,341
0.0% of portfolio
|
Q4 2024
Added 85.71%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
12
shares
|
$6,777
0.01% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
11
shares
|
$6,212
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
11
shares
|
$6,212
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
11
shares
|
$6,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$5,647
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
10
shares
|
$5,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10
shares
|
$5,647
0.0% of portfolio
|
Q3 2022
Reduced 96.49%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
10
shares
|
$5,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
10
shares
|
$5,647
0.01% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
10
shares
|
$5,647
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
10
shares
|
$5,647
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
9
shares
|
$5,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7
shares
|
$3,953
0.0% of portfolio
|
Q2 2023
Reduced 97.53%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
7
shares
|
$3,953
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
7
shares
|
$3,953
0.0% of portfolio
|
Q4 2024
Reduced 94.89%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
7
shares
|
$3,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
7
shares
|
$3,953
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
7
shares
|
$3,953
0.37% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
6
shares
|
$3,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6
shares
|
$3,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5
shares
|
$2,823
0.07% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
5
shares
|
$2,823
0.0% of portfolio
|
Q4 2024
New holding
|