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 |
|---|---|---|---|---|---|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
480
shares
|
$266,606
0.03% of portfolio
|
Q4 2024
Reduced 28.99%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
480
shares
|
$266,606
0.05% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
479
shares
|
$266,050
0.1% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
477
shares
|
$264,940
0.08% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
476
shares
|
$264,384
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
475
shares
|
$263,829
0.03% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Heathbridge Capital Management Ltd.
|
Jan 30, 2025 Q4 2024 |
475
shares
|
$263,829
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
475
shares
|
$263,829
0.07% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
475
shares
|
$263,829
0.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
475
shares
|
$263,829
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
474
shares
|
$263,273
0.09% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
473
shares
|
$262,718
0.14% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
473
shares
|
$262,718
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
471
shares
|
$261,607
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
471
shares
|
$261,607
0.05% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
471
shares
|
$261,607
0.09% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
470
shares
|
$261,052
0.16% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
470
shares
|
$261,052
0.22% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
469
shares
|
$260,496
0.04% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
467
shares
|
$259,385
0.11% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
467
shares
|
$259,385
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
466
shares
|
$258,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
465
shares
|
$258,274
0.03% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
465
shares
|
$258,274
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
465
shares
|
$258,274
0.05% of portfolio
|
Q1 2024
New holding
|