Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,517 institutions that hold shares in the stock, with a total of 679 Million shares, which have been reported (via 13F filing form) to have a value of $377 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
406
shares
|
$225,504
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
406
shares
|
$225,504
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
404
shares
|
$224,393
0.08% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
403
shares
|
$223,838
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
403
shares
|
$223,838
0.06% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
402
shares
|
$223,282
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
401
shares
|
$222,727
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
400
shares
|
$222,171
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
400
shares
|
$222,171
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
400
shares
|
$222,171
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
400
shares
|
$222,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
400
shares
|
$222,171
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
400
shares
|
$222,171
0.02% of portfolio
|
Q3 2024
Reduced 52.1%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
399
shares
|
$221,616
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Moody Aldrich Partners LLC
|
Jan 22, 2025 Q4 2024 |
399
shares
|
$221,616
0.04% of portfolio
|
Q4 2024
Reduced 15.29%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
398
shares
|
$221,061
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
398
shares
|
$221,061
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
397
shares
|
$220,505
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
395
shares
|
$219,394
0.04% of portfolio
|
Q4 2024
Added 106.81%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
395
shares
|
$219,394
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
394
shares
|
$218,839
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
390
shares
|
$216,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
389
shares
|
$216,062
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
389
shares
|
$216,062
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
388
shares
|
$215,506
0.19% of portfolio
|
Q4 2024
New holding
|