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 |
|---|---|---|---|---|---|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
963
shares
|
$543,806
5.25% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
963
shares
|
$543,806
0.29% of portfolio
|
Q4 2024
Added 35.25%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
960
shares
|
$542,112
0.33% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
959
shares
|
$541,547
0.28% of portfolio
|
Q1 2024
Added 91.8%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
958
shares
|
$540,982
0.2% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
956
shares
|
$539,853
0.15% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
955
shares
|
$539,288
0.14% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
954
shares
|
$538,723
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
953
shares
|
$538,159
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
952
shares
|
$537,594
0.04% of portfolio
|
Q3 2024
Added 40.83%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
952
shares
|
$537,594
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
950
shares
|
$536,465
0.3% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
948
shares
|
$535,335
0.22% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
947
shares
|
$534,770
0.15% of portfolio
|
Q4 2023
Added 5.57%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
945
shares
|
$533,641
0.07% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
945
shares
|
$533,641
0.09% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
944
shares
|
$533,076
0.11% of portfolio
|
Q2 2024
Added 17.12%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
944
shares
|
$533,076
0.23% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
939
shares
|
$530,253
0.22% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
937
shares
|
$529,123
0.28% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
936
shares
|
$528,559
0.3% of portfolio
|
Q4 2024
Added 20.62%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
934
shares
|
$527,429
0.24% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
934
shares
|
$527,429
0.12% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
934
shares
|
$527,429
0.49% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
932
shares
|
$526,300
0.03% of portfolio
|
Q3 2024
Reduced 36.77%
|