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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
688
shares
|
$388,513
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
676
shares
|
$381,737
0.03% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
676
shares
|
$381,737
0.1% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
676
shares
|
$381,737
0.45% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
675
shares
|
$381,172
0.37% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
674
shares
|
$380,607
0.05% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
674
shares
|
$380,607
0.05% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
673
shares
|
$380,043
0.06% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
669
shares
|
$377,784
0.05% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
669
shares
|
$377,784
0.12% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
668
shares
|
$377,219
0.1% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
665
shares
|
$375,525
0.14% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
664
shares
|
$374,960
0.06% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
662
shares
|
$373,831
0.28% of portfolio
|
Q3 2023
Reduced 14.58%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
662
shares
|
$373,831
0.16% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
662
shares
|
$373,831
0.16% of portfolio
|
Q1 2023
Added 10.89%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
661
shares
|
$373,266
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
661
shares
|
$373,266
0.14% of portfolio
|
Q2 2024
Added 10.17%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
660
shares
|
$372,702
0.04% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
659
shares
|
$372,137
0.05% of portfolio
|
Q4 2024
Added 44.2%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
659
shares
|
$372,137
0.08% of portfolio
|
Q2 2023
Added 449.17%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
657
shares
|
$371,007
0.12% of portfolio
|
Q4 2023
Reduced 3.67%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
655
shares
|
$369,878
0.04% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
655
shares
|
$369,878
0.17% of portfolio
|
Q4 2024
Reduced 34.5%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
655
shares
|
$369,878
0.09% of portfolio
|
Q3 2024
Added 4.97%
|