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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
486
shares
|
$274,444
0.02% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
484
shares
|
$273,314
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
483
shares
|
$272,750
0.08% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
483
shares
|
$272,750
0.27% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
483
shares
|
$272,750
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
482
shares
|
$272,185
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
482
shares
|
$272,185
0.17% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
481
shares
|
$271,620
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Feb 11, 2025 Q4 2024 |
481
shares
|
$271,620
0.1% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
481
shares
|
$271,620
0.18% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
481
shares
|
$271,620
0.09% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
481
shares
|
$271,620
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
480
shares
|
$271,056
0.03% of portfolio
|
Q4 2024
Reduced 28.99%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
480
shares
|
$271,056
0.05% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
480
shares
|
$271,056
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
479
shares
|
$270,491
0.1% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
477
shares
|
$269,361
0.08% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
476
shares
|
$268,797
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
475
shares
|
$268,232
0.03% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Heathbridge Capital Management Ltd.
|
Jan 30, 2025 Q4 2024 |
475
shares
|
$268,232
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
475
shares
|
$268,232
0.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
474
shares
|
$267,667
0.09% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
473
shares
|
$267,103
0.14% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
473
shares
|
$267,103
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
471
shares
|
$265,973
0.05% of portfolio
|
Q4 2024
Added 2.61%
|