Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,616 institutions that hold shares in the stock, with a total of 684 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,436
shares
|
$2.51 Million
0.84% of portfolio
|
Q4 2024
Reduced 46.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,434
shares
|
$2.5 Million
0.16% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,419
shares
|
$2.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,412
shares
|
$2.49 Million
0.28% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
4,399
shares
|
$2.48 Million
0.21% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,396
shares
|
$2.48 Million
0.25% of portfolio
|
Q4 2024
Added 22.93%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,395
shares
|
$2.48 Million
0.36% of portfolio
|
Q1 2024
Added 71.95%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
4,386
shares
|
$2.48 Million
0.93% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Nov 12, 2024 Q3 2024 |
4,382
shares
|
$2.47 Million
1.27% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
4,376
shares
|
$2.47 Million
0.2% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
4,375
shares
|
$2.47 Million
0.64% of portfolio
|
Q2 2024
Reduced 56.87%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
4,374
shares
|
$2.47 Million
1.03% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,368
shares
|
$2.47 Million
0.58% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Tremblant Capital Group
Stamford, CT |
Nov 14, 2024 Q3 2024 |
4,358
shares
|
$2.46 Million
0.26% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
4,357
shares
|
$2.46 Million
1.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
4,345
shares
|
$2.45 Million
1.36% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
4,338
shares
|
$2.45 Million
1.58% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
4,332
shares
|
$2.45 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
4,300
shares
|
$2.43 Million
0.28% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
4,300
shares
|
$2.43 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,292
shares
|
$2.42 Million
0.19% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
4,283
shares
|
$2.42 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
4,281
shares
|
$2.42 Million
0.77% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,280
shares
|
$2.42 Million
0.15% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
4,272
shares
|
$2.41 Million
1.08% of portfolio
|
Q3 2024
Added 26.62%
|