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 |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
422
shares
|
$234,391
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
422
shares
|
$234,391
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
421
shares
|
$233,836
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
421
shares
|
$233,836
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
420
shares
|
$233,280
0.1% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
418
shares
|
$232,169
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
418
shares
|
$232,169
0.03% of portfolio
|
Q3 2024
Reduced 58.03%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
418
shares
|
$232,169
0.04% of portfolio
|
Q3 2024
Reduced 47.36%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
417
shares
|
$231,614
0.03% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
415
shares
|
$230,503
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
415
shares
|
$230,503
0.08% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
414
shares
|
$229,948
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
414
shares
|
$229,948
0.03% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
414
shares
|
$229,948
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
413
shares
|
$229,392
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
412
shares
|
$228,837
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
412
shares
|
$228,837
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
412
shares
|
$228,837
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
410
shares
|
$227,726
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
409
shares
|
$227,170
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
409
shares
|
$227,170
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
409
shares
|
$227,170
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
408
shares
|
$226,615
0.02% of portfolio
|
Q4 2024
Reduced 92.74%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
408
shares
|
$226,615
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
407
shares
|
$226,060
0.05% of portfolio
|
Q4 2024
New holding
|