Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,592 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 $385 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,494
shares
|
$5.93 Million
2.58% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
10,470
shares
|
$5.91 Million
0.53% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,462
shares
|
$5.91 Million
0.35% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
10,462
shares
|
$5.91 Million
2.79% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,453
shares
|
$5.9 Million
0.41% of portfolio
|
Q4 2024
Added 29.9%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,447
shares
|
$5.9 Million
0.11% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
10,442
shares
|
$5.9 Million
0.8% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
10,440
shares
|
$5.9 Million
0.36% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
10,436
shares
|
$5.89 Million
1.73% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,433
shares
|
$5.89 Million
0.4% of portfolio
|
Q3 2024
Added 35.46%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,402
shares
|
$5.87 Million
1.83% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
10,401
shares
|
$5.87 Million
0.48% of portfolio
|
Q2 2024
Added 46.04%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
10,376
shares
|
$5.86 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
10,368
shares
|
$5.85 Million
0.29% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
10,367
shares
|
$5.85 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
10,361
shares
|
$5.85 Million
0.09% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
10,358
shares
|
$5.85 Million
0.93% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
10,353
shares
|
$5.85 Million
1.73% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
10,350
shares
|
$5.84 Million
1.12% of portfolio
|
Q4 2024
Added 36.94%
|
|
|
Artemis Investment Management LLP
|
Jan 16, 2025 Q4 2024 |
10,329
shares
|
$5.83 Million
0.08% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
10,309
shares
|
$5.82 Million
4.08% of portfolio
|
Q2 2023
Reduced 34.89%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
10,296
shares
|
$5.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,248
shares
|
$5.79 Million
0.55% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
10,234
shares
|
$5.78 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,231
shares
|
$5.78 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.18%
|