Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,746 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
498
shares
|
$261,270
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
496
shares
|
$260,221
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
495
shares
|
$259,696
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
494
shares
|
$259,172
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
493
shares
|
$258,647
0.08% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
493
shares
|
$258,647
0.03% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
492
shares
|
$258,122
0.08% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
491
shares
|
$257,598
0.32% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
491
shares
|
$257,598
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
490
shares
|
$257,073
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
489
shares
|
$256,548
0.06% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
488
shares
|
$256,024
0.03% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
488
shares
|
$256,024
0.08% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
488
shares
|
$256,024
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
487
shares
|
$255,499
0.04% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
486
shares
|
$254,975
0.02% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
485
shares
|
$254,450
0.05% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
484
shares
|
$253,925
0.13% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
484
shares
|
$253,925
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
483
shares
|
$253,401
0.08% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
483
shares
|
$253,401
0.27% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
483
shares
|
$253,401
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
482
shares
|
$252,876
0.17% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
481
shares
|
$252,351
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
481
shares
|
$252,351
0.1% of portfolio
|
Q4 2024
Added 2.12%
|