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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
985
shares
|
$547,098
0.03% of portfolio
|
Q3 2024
Added 29.27%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
984
shares
|
$546,543
0.35% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
983
shares
|
$545,987
0.24% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
983
shares
|
$545,987
0.13% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
982
shares
|
$545,432
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
982
shares
|
$545,432
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
981
shares
|
$544,876
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
980
shares
|
$544,321
0.49% of portfolio
|
Q3 2024
Added 28.1%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
976
shares
|
$542,099
0.24% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
976
shares
|
$542,099
0.08% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
975
shares
|
$541,544
0.04% of portfolio
|
Q2 2023
Added 6.56%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
974
shares
|
$540,988
0.25% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
973
shares
|
$540,433
0.07% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
972
shares
|
$539,877
0.06% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
972
shares
|
$539,877
0.03% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
972
shares
|
$539,877
0.1% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
972
shares
|
$539,877
0.16% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
971
shares
|
$539,322
0.09% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
971
shares
|
$539,322
0.21% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
968
shares
|
$537,656
0.31% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
966
shares
|
$536,545
0.32% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
964
shares
|
$535,434
0.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
964
shares
|
$535,434
0.03% of portfolio
|
Q2 2024
Reduced 45.78%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
963
shares
|
$534,879
5.25% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
960
shares
|
$533,212
0.31% of portfolio
|
Q3 2024
Added 5.03%
|