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 |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
555
shares
|
$308,263
0.16% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
551
shares
|
$306,041
0.02% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
551
shares
|
$306,041
0.07% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
551
shares
|
$306,041
0.08% of portfolio
|
Q1 2022
Reduced 99.46%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
550
shares
|
$305,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
550
shares
|
$305,486
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
548
shares
|
$304,375
0.17% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
547
shares
|
$303,820
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
547
shares
|
$303,820
0.06% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
545
shares
|
$302,709
0.16% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 27, 2025 Q4 2024 |
544
shares
|
$302,153
0.23% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
543
shares
|
$301,598
0.01% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$301,043
0.06% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
541
shares
|
$300,487
0.01% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
540
shares
|
$299,932
0.04% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
540
shares
|
$299,932
0.05% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
540
shares
|
$299,932
0.09% of portfolio
|
Q4 2024
Reduced 53.25%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
539
shares
|
$299,376
0.02% of portfolio
|
Q4 2024
Reduced 24.51%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
538
shares
|
$298,821
0.13% of portfolio
|
Q2 2024
Added 9.13%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
537
shares
|
$298,265
0.1% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
535
shares
|
$297,155
0.1% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
535
shares
|
$297,155
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
534
shares
|
$296,599
0.02% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
533
shares
|
$296,044
0.02% of portfolio
|
Q4 2024
Reduced 21.39%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
533
shares
|
$296,044
0.12% of portfolio
|
Q4 2024
Added 3.09%
|