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 |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
925
shares
|
$522,347
0.26% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
923
shares
|
$521,218
0.16% of portfolio
|
Q4 2024
Added 30.18%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
920
shares
|
$519,524
0.24% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
915
shares
|
$516,700
0.05% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
913
shares
|
$515,571
0.43% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
911
shares
|
$514,441
0.09% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
910
shares
|
$513,877
0.04% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
905
shares
|
$511,053
0.0% of portfolio
|
Q3 2024
Reduced 77.53%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
904
shares
|
$510,488
0.26% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
902
shares
|
$509,359
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
900
shares
|
$508,230
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
899
shares
|
$507,665
0.02% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
899
shares
|
$507,665
0.04% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
899
shares
|
$507,665
0.13% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
898
shares
|
$507,100
0.17% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
897
shares
|
$506,535
0.07% of portfolio
|
Q3 2024
Reduced 51.54%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
897
shares
|
$506,535
0.22% of portfolio
|
Q4 2024
Reduced 27.43%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
895
shares
|
$505,406
0.17% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
895
shares
|
$505,406
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
893
shares
|
$504,277
0.24% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
888
shares
|
$501,453
0.08% of portfolio
|
Q4 2024
Added 40.28%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
885
shares
|
$499,759
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
880
shares
|
$496,936
0.18% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
880
shares
|
$496,936
0.01% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
880
shares
|
$496,936
0.21% of portfolio
|
Q4 2024
Added 0.69%
|