Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,670 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $440 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
469
shares
|
$265,599
0.04% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
469
shares
|
$265,599
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
468
shares
|
$265,033
0.09% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
467
shares
|
$264,466
0.11% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
467
shares
|
$264,466
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
466
shares
|
$263,900
0.08% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
466
shares
|
$263,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
465
shares
|
$263,334
0.03% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
465
shares
|
$263,334
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
465
shares
|
$263,334
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
465
shares
|
$263,334
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
464
shares
|
$262,767
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
463
shares
|
$262,201
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
463
shares
|
$262,201
0.03% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
461
shares
|
$261,068
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
460
shares
|
$260,502
0.06% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
460
shares
|
$260,502
0.04% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
460
shares
|
$260,502
0.05% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
460
shares
|
$260,502
0.04% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
459
shares
|
$259,936
0.04% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
459
shares
|
$259,936
0.26% of portfolio
|
Q4 2024
Reduced 64.25%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
458
shares
|
$259,369
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
458
shares
|
$259,369
0.02% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
456
shares
|
$258,237
0.13% of portfolio
|
Q4 2024
Reduced 36.93%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
456
shares
|
$258,237
0.14% of portfolio
|
Q4 2024
Reduced 22.18%
|