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 |
|---|---|---|---|---|---|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
959
shares
|
$532,657
0.28% of portfolio
|
Q1 2024
Added 91.8%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
957
shares
|
$531,546
0.07% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
956
shares
|
$530,991
0.15% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
955
shares
|
$530,435
0.14% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
952
shares
|
$528,769
0.04% of portfolio
|
Q3 2024
Added 40.83%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
952
shares
|
$528,769
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
950
shares
|
$527,658
0.3% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
948
shares
|
$526,547
0.22% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
947
shares
|
$525,992
0.15% of portfolio
|
Q4 2023
Added 5.57%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
946
shares
|
$525,436
0.19% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
946
shares
|
$525,436
0.08% of portfolio
|
Q3 2024
Reduced 96.89%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
944
shares
|
$524,325
0.11% of portfolio
|
Q2 2024
Added 17.12%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
939
shares
|
$521,548
0.22% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
937
shares
|
$520,437
0.28% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
937
shares
|
$520,437
0.45% of portfolio
|
Q3 2024
Added 29.24%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
934
shares
|
$518,771
0.24% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
934
shares
|
$518,771
0.12% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
932
shares
|
$517,660
0.03% of portfolio
|
Q3 2024
Reduced 36.77%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
925
shares
|
$513,772
0.26% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
920
shares
|
$510,995
0.23% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
917
shares
|
$509,329
0.23% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
915
shares
|
$508,218
0.05% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
913
shares
|
$507,107
0.43% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
912
shares
|
$506,552
0.08% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
911
shares
|
$505,996
0.05% of portfolio
|
Q3 2024
Reduced 7.42%
|