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 |
|---|---|---|---|---|---|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
732
shares
|
$406,574
0.27% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
730
shares
|
$405,463
0.05% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
728
shares
|
$404,353
0.26% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
727
shares
|
$403,797
0.12% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
725
shares
|
$402,686
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
724
shares
|
$402,131
0.11% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
724
shares
|
$402,131
0.17% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
721
shares
|
$400,465
0.18% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
720
shares
|
$399,909
0.29% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
720
shares
|
$399,909
0.08% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
717
shares
|
$398,243
0.14% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
717
shares
|
$398,243
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
716
shares
|
$397,687
0.12% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
716
shares
|
$397,687
0.11% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
714
shares
|
$396,577
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
713
shares
|
$396,021
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
713
shares
|
$396,021
0.15% of portfolio
|
Q4 2024
Added 24.43%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
712
shares
|
$395,466
0.04% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
712
shares
|
$395,466
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
712
shares
|
$395,466
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
711
shares
|
$394,910
0.03% of portfolio
|
Q3 2024
Reduced 73.83%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
710
shares
|
$394,355
0.13% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
709
shares
|
$393,799
0.13% of portfolio
|
Q3 2024
Added 28.68%
|
|
|
Quilter PLC
|
Jan 29, 2025 Q4 2024 |
707
shares
|
$392,689
0.01% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
705
shares
|
$391,578
0.04% of portfolio
|
Q4 2024
Reduced 2.49%
|