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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
665
shares
|
$369,360
0.14% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
664
shares
|
$368,805
0.06% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
662
shares
|
$367,694
0.28% of portfolio
|
Q3 2023
Reduced 14.58%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
662
shares
|
$367,694
0.16% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
662
shares
|
$367,694
0.16% of portfolio
|
Q1 2023
Added 10.89%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
661
shares
|
$367,139
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
661
shares
|
$367,139
0.14% of portfolio
|
Q2 2024
Added 10.17%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
660
shares
|
$366,583
0.04% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
660
shares
|
$366,583
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
659
shares
|
$366,028
0.05% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
659
shares
|
$366,028
0.05% of portfolio
|
Q4 2024
Added 44.2%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
659
shares
|
$366,028
0.08% of portfolio
|
Q2 2023
Added 449.17%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
657
shares
|
$364,917
0.09% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
657
shares
|
$364,917
0.12% of portfolio
|
Q4 2023
Reduced 3.67%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
655
shares
|
$363,806
0.04% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
655
shares
|
$363,806
0.09% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
652
shares
|
$362,140
0.23% of portfolio
|
Q4 2024
Added 26.11%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
652
shares
|
$362,140
0.09% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
651
shares
|
$361,584
0.09% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
650
shares
|
$361,029
0.83% of portfolio
|
Q3 2024
Added 261.11%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
650
shares
|
$361,029
0.11% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
647
shares
|
$359,363
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
647
shares
|
$359,363
0.07% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
646
shares
|
$358,807
0.22% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
643
shares
|
$357,141
0.08% of portfolio
|
Q3 2023
Added 10.48%
|