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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,097
shares
|
$619,366
0.06% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
1,094
shares
|
$617,672
0.39% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$617,107
0.21% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
1,089
shares
|
$614,849
0.35% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,086
shares
|
$613,155
0.07% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,086
shares
|
$613,155
0.02% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
1,085
shares
|
$612,591
0.2% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
1,085
shares
|
$612,591
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
1,084
shares
|
$612,026
0.06% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
1,080
shares
|
$609,768
0.09% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
1,080
shares
|
$609,768
0.04% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,079
shares
|
$609,203
0.18% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
1,078
shares
|
$608,638
0.36% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
1,075
shares
|
$606,945
0.57% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
1,074
shares
|
$606,380
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,070
shares
|
$604,122
0.16% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
1,069
shares
|
$603,557
0.26% of portfolio
|
Q4 2024
Added 155.13%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,069
shares
|
$603,557
0.23% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,068
shares
|
$602,992
0.21% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
1,065
shares
|
$601,299
0.01% of portfolio
|
Q3 2024
Reduced 90.8%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,065
shares
|
$601,299
0.42% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,059
shares
|
$597,911
0.26% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,057
shares
|
$596,782
0.56% of portfolio
|
Q4 2022
Added 2.42%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
1,057
shares
|
$596,782
0.43% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,056
shares
|
$596,217
0.12% of portfolio
|
Q4 2024
Reduced 0.66%
|