Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,713 institutions that hold shares in the stock, with a total of 781 Million shares, which have been reported (via 13F filing form) to have a value of $441 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
2,585
shares
|
$1.46 Million
1.45% of portfolio
|
Q4 2024
Reduced 20.56%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
2,581
shares
|
$1.46 Million
0.87% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Feb 12, 2025 Q4 2024 |
2,578
shares
|
$1.46 Million
1.05% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
2,574
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 93.18%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,565
shares
|
$1.45 Million
0.21% of portfolio
|
N/A
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
2,563
shares
|
$1.45 Million
0.35% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
2,561
shares
|
$1.45 Million
0.82% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
2,539
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,534
shares
|
$1.43 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,528
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,521
shares
|
$1.42 Million
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
2,521
shares
|
$1.42 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,520
shares
|
$1.42 Million
0.41% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,513
shares
|
$1.42 Million
0.27% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
2,512
shares
|
$1.42 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
2,506
shares
|
$1.42 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
2,505
shares
|
$1.41 Million
0.27% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
2,503
shares
|
$1.41 Million
0.4% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
2,501
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,498
shares
|
$1.41 Million
0.37% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
2,492
shares
|
$1.41 Million
0.28% of portfolio
|
Q4 2024
Reduced 52.89%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
2,491
shares
|
$1.41 Million
0.85% of portfolio
|
Q1 2024
Reduced 12.1%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
2,490
shares
|
$1.41 Million
0.17% of portfolio
|
Q4 2024
Reduced 81.35%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,482
shares
|
$1.4 Million
0.71% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,481
shares
|
$1.4 Million
0.77% of portfolio
|
Q2 2024
New holding
|