Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,616 institutions that hold shares in the stock, with a total of 684 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,902
shares
|
$2.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
3,890
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
3,889
shares
|
$2.2 Million
0.26% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
3,880
shares
|
$2.19 Million
0.71% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,871
shares
|
$2.19 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
3,866
shares
|
$2.18 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,850
shares
|
$2.17 Million
0.18% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,840
shares
|
$2.17 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Feb 10, 2025 Q4 2024 |
3,837
shares
|
$2.17 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
3,833
shares
|
$2.16 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
3,829
shares
|
$2.16 Million
1.65% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,826
shares
|
$2.16 Million
0.07% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,826
shares
|
$2.16 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
3,811
shares
|
$2.15 Million
0.18% of portfolio
|
Q4 2024
Added 177.97%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,809
shares
|
$2.15 Million
1.52% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Tb Alternative Assets Ltd.
|
Jan 17, 2025 Q4 2024 |
3,792
shares
|
$2.14 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Resources Group LTD
|
Feb 11, 2025 Q4 2024 |
3,790
shares
|
$2.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 97.95%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,775
shares
|
$2.13 Million
0.03% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,757
shares
|
$2.12 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
3,754
shares
|
$2.12 Million
0.9% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
3,751
shares
|
$2.12 Million
0.52% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,749
shares
|
$2.12 Million
0.92% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
3,744
shares
|
$2.11 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$2.11 Million
1.28% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,739
shares
|
$2.11 Million
0.32% of portfolio
|
Q4 2024
Added 4.21%
|