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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,333
shares
|
$1.32 Million
0.14% of portfolio
|
Q2 2023
Added 6.53%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
2,332
shares
|
$1.32 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
2,328
shares
|
$1.31 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,327
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
2,326
shares
|
$1.31 Million
0.55% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
2,325
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,320
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Permit Capital, LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
2,320
shares
|
$1.31 Million
0.36% of portfolio
|
Q4 2023
Reduced 4.72%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
2,320
shares
|
$1.31 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
2,315
shares
|
$1.31 Million
0.18% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,312
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
2,312
shares
|
$1.31 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
2,309
shares
|
$1.3 Million
0.58% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
2,307
shares
|
$1.3 Million
0.97% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
2,300
shares
|
$1.3 Million
0.53% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,298
shares
|
$1.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,286
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 22.84%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
2,283
shares
|
$1.29 Million
0.17% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
2,280
shares
|
$1.29 Million
0.44% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,278
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
2,276
shares
|
$1.29 Million
0.7% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
2,271
shares
|
$1.28 Million
0.9% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
2,271
shares
|
$1.28 Million
0.61% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,266
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
2,263
shares
|
$1.28 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.57%
|