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 |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
533
shares
|
$296,044
0.05% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
532
shares
|
$295,488
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
532
shares
|
$295,488
0.04% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
530
shares
|
$294,377
0.03% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
529
shares
|
$293,822
0.14% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
527
shares
|
$292,711
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
525
shares
|
$291,600
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
524
shares
|
$291,045
0.94% of portfolio
|
Q2 2023
New holding
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
524
shares
|
$291,045
0.05% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
524
shares
|
$291,045
0.13% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
524
shares
|
$291,045
0.06% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
524
shares
|
$291,045
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
523
shares
|
$290,489
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
521
shares
|
$289,379
0.12% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
521
shares
|
$289,379
0.04% of portfolio
|
Q3 2024
Added 26.76%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
520
shares
|
$288,823
0.02% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
519
shares
|
$288,268
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
519
shares
|
$288,268
0.06% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
519
shares
|
$288,268
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
518
shares
|
$287,712
0.11% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
518
shares
|
$287,712
0.22% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
516
shares
|
$286,601
0.14% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
516
shares
|
$286,601
0.1% of portfolio
|
Q3 2024
Reduced 25.54%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
515
shares
|
$286,046
0.05% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
515
shares
|
$286,046
0.08% of portfolio
|
Q4 2024
New holding
|