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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,337
shares
|
$1.88 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
3,335
shares
|
$1.88 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
3,334
shares
|
$1.88 Million
0.75% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,333
shares
|
$1.88 Million
0.71% of portfolio
|
Q2 2023
Added 0.91%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
3,331
shares
|
$1.88 Million
1.09% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,322
shares
|
$1.88 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
3,306
shares
|
$1.87 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
3,301
shares
|
$1.86 Million
1.12% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
3,298
shares
|
$1.86 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,289
shares
|
$1.86 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.47%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
3,288
shares
|
$1.86 Million
0.45% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
3,286
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2024
Added 43.49%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
3,268
shares
|
$1.85 Million
0.32% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
3,264
shares
|
$1.84 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,259
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
3,255
shares
|
$1.84 Million
0.47% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
3,253
shares
|
$1.84 Million
0.74% of portfolio
|
Q4 2022
Added 9.82%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
3,244
shares
|
$1.83 Million
0.86% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
3,234
shares
|
$1.83 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,230
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
3,230
shares
|
$1.82 Million
1.13% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
3,227
shares
|
$1.82 Million
0.9% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,225
shares
|
$1.82 Million
2.9% of portfolio
|
Q3 2024
Reduced 37.09%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
3,223
shares
|
$1.82 Million
0.74% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,219
shares
|
$1.82 Million
0.36% of portfolio
|
Q3 2024
Added 0.63%
|