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 |
|---|---|---|---|---|---|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
445
shares
|
$247,166
0.01% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
444
shares
|
$246,610
0.15% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
443
shares
|
$246,055
0.04% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
443
shares
|
$246,055
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
442
shares
|
$245,500
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
441
shares
|
$244,944
0.13% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
441
shares
|
$244,944
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
441
shares
|
$244,944
0.13% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
441
shares
|
$244,944
0.04% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
440
shares
|
$244,389
0.11% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
440
shares
|
$244,389
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
440
shares
|
$244,389
0.09% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
437
shares
|
$242,722
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
435
shares
|
$241,612
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
435
shares
|
$241,612
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
433
shares
|
$240,501
0.05% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
430
shares
|
$238,834
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
430
shares
|
$238,834
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
430
shares
|
$238,834
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
428
shares
|
$237,724
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
428
shares
|
$237,724
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
424
shares
|
$235,502
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
424
shares
|
$235,502
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
422
shares
|
$234,391
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
422
shares
|
$234,391
0.02% of portfolio
|
Q4 2024
Added 13.44%
|