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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
3,576
shares
|
$2.02 Million
0.05% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,569
shares
|
$2.02 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
3,553
shares
|
$2.01 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,546
shares
|
$2 Million
0.61% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
3,544
shares
|
$2 Million
0.73% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
3,543
shares
|
$2 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
3,509
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Reduced 32.74%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Feb 11, 2025 Q4 2024 |
3,500
shares
|
$1.98 Million
1.49% of portfolio
|
Q3 2024
Reduced 38.6%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
3,497
shares
|
$1.97 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
3,473
shares
|
$1.96 Million
1.61% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,454
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2024
Reduced 92.74%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,443
shares
|
$1.94 Million
0.2% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,431
shares
|
$1.94 Million
0.7% of portfolio
|
Q4 2022
Reduced 17.07%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
3,428
shares
|
$1.94 Million
0.86% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,416
shares
|
$1.93 Million
0.2% of portfolio
|
Q4 2024
Added 126.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
3,416
shares
|
$1.93 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Harrington Investments, Inc
|
Feb 10, 2025 Q4 2024 |
3,411
shares
|
$1.93 Million
1.0% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,396
shares
|
$1.92 Million
0.53% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
3,394
shares
|
$1.92 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,382
shares
|
$1.91 Million
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,377
shares
|
$1.91 Million
0.15% of portfolio
|
Q3 2024
Reduced 40.65%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,373
shares
|
$1.9 Million
1.55% of portfolio
|
Q4 2023
Reduced 24.24%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
3,356
shares
|
$1.89 Million
1.67% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,353
shares
|
$1.89 Million
0.5% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,340
shares
|
$1.89 Million
0.38% of portfolio
|
Q3 2023
Reduced 0.74%
|