Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,752 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 $419 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
540
shares
|
$289,488
0.05% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
540
shares
|
$289,488
0.09% of portfolio
|
Q4 2024
Reduced 53.25%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
539
shares
|
$288,952
0.02% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
539
shares
|
$288,952
0.02% of portfolio
|
Q4 2024
Reduced 24.51%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
537
shares
|
$287,880
0.1% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
535
shares
|
$286,808
0.1% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
535
shares
|
$286,808
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
534
shares
|
$286,272
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
534
shares
|
$286,272
0.05% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
534
shares
|
$286,272
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
533
shares
|
$285,735
0.02% of portfolio
|
Q4 2024
Reduced 21.39%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
533
shares
|
$285,735
0.12% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
532
shares
|
$285,199
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
529
shares
|
$283,591
0.14% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
528
shares
|
$283,055
0.14% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
527
shares
|
$282,519
0.52% of portfolio
|
Q4 2024
Reduced 57.05%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
526
shares
|
$281,983
0.04% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
525
shares
|
$281,447
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
524
shares
|
$280,911
0.94% of portfolio
|
Q2 2023
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
524
shares
|
$280,911
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
521
shares
|
$279,302
0.12% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
521
shares
|
$279,302
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
521
shares
|
$279,302
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
519
shares
|
$278,230
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
519
shares
|
$278,230
0.07% of portfolio
|
Q3 2024
Added 7.68%
|