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 |
|---|---|---|---|---|---|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
495
shares
|
$274,937
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
495
shares
|
$274,937
0.05% of portfolio
|
Q4 2023
Added 1.85%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
494
shares
|
$274,382
0.05% of portfolio
|
Q3 2024
Reduced 90.45%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
494
shares
|
$274,382
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
493
shares
|
$273,826
0.03% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
493
shares
|
$273,826
0.03% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
492
shares
|
$273,271
0.07% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
491
shares
|
$272,716
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
491
shares
|
$272,716
0.12% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
490
shares
|
$272,160
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
490
shares
|
$272,160
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
489
shares
|
$271,605
0.06% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
488
shares
|
$271,049
0.06% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
488
shares
|
$271,049
0.41% of portfolio
|
Q3 2024
Reduced 68.17%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
488
shares
|
$271,049
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
487
shares
|
$270,494
0.04% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
486
shares
|
$269,938
0.02% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
483
shares
|
$268,272
0.27% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
483
shares
|
$268,272
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
482
shares
|
$267,717
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
482
shares
|
$267,717
0.17% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
481
shares
|
$267,161
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
481
shares
|
$267,161
0.18% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
481
shares
|
$267,161
0.09% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
481
shares
|
$267,161
0.21% of portfolio
|
Q4 2024
New holding
|