Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,592 institutions that hold shares in the stock, with a total of 681 Million shares, which have been reported (via 13F filing form) to have a value of $385 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
414
shares
|
$233,785
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
414
shares
|
$233,785
0.03% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
414
shares
|
$233,785
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
413
shares
|
$233,221
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
412
shares
|
$232,656
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
412
shares
|
$232,656
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
412
shares
|
$232,656
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
412
shares
|
$232,656
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
410
shares
|
$231,527
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
410
shares
|
$231,527
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
409
shares
|
$230,962
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
409
shares
|
$230,962
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
409
shares
|
$230,962
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
408
shares
|
$230,397
0.02% of portfolio
|
Q4 2024
Reduced 92.74%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
408
shares
|
$230,397
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
407
shares
|
$229,832
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
406
shares
|
$229,268
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
406
shares
|
$229,268
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
404
shares
|
$228,138
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
404
shares
|
$228,138
0.08% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
403
shares
|
$227,574
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
403
shares
|
$227,574
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
403
shares
|
$227,574
0.06% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
402
shares
|
$227,009
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
401
shares
|
$226,444
0.1% of portfolio
|
Q4 2024
New holding
|