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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
2,290
shares
|
$1.29 Million
0.22% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
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%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,283
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 20.99%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
2,280
shares
|
$1.29 Million
0.44% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
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%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,268
shares
|
$1.28 Million
0.51% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
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%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
2,262
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
2,262
shares
|
$1.28 Million
0.23% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,260
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,253
shares
|
$1.27 Million
0.07% of portfolio
|
Q4 2022
Reduced 2.21%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
2,245
shares
|
$1.27 Million
0.43% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
2,241
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,240
shares
|
$1.27 Million
0.06% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
2,240
shares
|
$1.27 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
2,239
shares
|
$1.26 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
2,234
shares
|
$1.26 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,229
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,229
shares
|
$1.26 Million
1.13% of portfolio
|
Q4 2024
Added 2.91%
|