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 |
|---|---|---|---|---|---|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
465
shares
|
$258,274
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
465
shares
|
$258,274
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
465
shares
|
$258,274
0.1% of portfolio
|
Q3 2024
Reduced 29.01%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
463
shares
|
$257,164
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
463
shares
|
$257,164
0.03% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
462
shares
|
$256,608
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
460
shares
|
$255,497
0.06% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
460
shares
|
$255,497
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
460
shares
|
$255,497
0.04% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
460
shares
|
$255,497
0.04% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
459
shares
|
$254,942
0.04% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
458
shares
|
$254,386
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
456
shares
|
$253,276
0.13% of portfolio
|
Q4 2024
Reduced 36.93%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
456
shares
|
$253,276
0.01% of portfolio
|
Q3 2024
Reduced 92.8%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
455
shares
|
$252,720
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
455
shares
|
$252,720
0.12% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
454
shares
|
$252,165
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
454
shares
|
$252,165
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
452
shares
|
$251,054
0.05% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
452
shares
|
$251,054
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
452
shares
|
$251,054
0.14% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
450
shares
|
$249,943
0.0% of portfolio
|
Q3 2024
Reduced 96.53%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
449
shares
|
$249,388
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
448
shares
|
$248,832
0.09% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
446
shares
|
$247,721
0.04% of portfolio
|
Q3 2024
New holding
|