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 |
|---|---|---|---|---|---|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,206
shares
|
$1.81 Million
0.73% of portfolio
|
Q1 2024
Added 54.36%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
3,194
shares
|
$1.8 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
3,193
shares
|
$1.8 Million
0.69% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
3,183
shares
|
$1.8 Million
0.52% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
3,176
shares
|
$1.79 Million
1.37% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
3,167
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 53.63%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
3,140
shares
|
$1.77 Million
0.55% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,135
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
3,129
shares
|
$1.77 Million
0.6% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
3,127
shares
|
$1.77 Million
0.23% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
3,124
shares
|
$1.76 Million
0.88% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
3,120
shares
|
$1.76 Million
0.44% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,119
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
3,115
shares
|
$1.76 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,108
shares
|
$1.75 Million
0.77% of portfolio
|
Q2 2024
Reduced 9.02%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,100
shares
|
$1.75 Million
0.14% of portfolio
|
Q2 2023
Reduced 3.79%
|
|
|
Ratan Capital Management LP
Miami Beach, FL |
Nov 14, 2024 Q3 2024 |
3,100
shares
|
$1.75 Million
0.43% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
3,099
shares
|
$1.75 Million
0.19% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
3,088
shares
|
$1.74 Million
0.23% of portfolio
|
Q4 2024
Reduced 52.96%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,081
shares
|
$1.74 Million
0.42% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
3,076
shares
|
$1.74 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Redwood Investments, LLC
|
Nov 14, 2024 Q3 2024 |
3,075
shares
|
$1.74 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,064
shares
|
$1.73 Million
0.64% of portfolio
|
Q4 2022
Reduced 13.12%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
3,062
shares
|
$1.73 Million
0.61% of portfolio
|
Q4 2024
Added 100.66%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
3,060
shares
|
$1.73 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.26%
|