Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,640 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $442 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,740
shares
|
$1.55 Million
0.16% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
2,735
shares
|
$1.54 Million
0.08% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
2,733
shares
|
$1.54 Million
0.11% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
2,733
shares
|
$1.54 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,730
shares
|
$1.54 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
2,728
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 35.06%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
2,723
shares
|
$1.54 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
2,717
shares
|
$1.53 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,716
shares
|
$1.53 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,708
shares
|
$1.53 Million
0.56% of portfolio
|
Q2 2022
Added 2.73%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,704
shares
|
$1.53 Million
0.27% of portfolio
|
Q4 2024
Reduced 25.1%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
2,701
shares
|
$1.52 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
2,696
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,694
shares
|
$1.52 Million
0.77% of portfolio
|
Q3 2024
Added 23.35%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,690
shares
|
$1.52 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
2,689
shares
|
$1.52 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,685
shares
|
$1.52 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
2,682
shares
|
$1.51 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,679
shares
|
$1.51 Million
1.09% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,679
shares
|
$1.51 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,676
shares
|
$1.51 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,670
shares
|
$1.51 Million
0.93% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,669
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
2,668
shares
|
$1.51 Million
0.59% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
2,658
shares
|
$1.5 Million
0.36% of portfolio
|
Q4 2024
New holding
|