Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,568 institutions that hold shares in the stock, with a total of 681 Million shares, which have been reported (via 13F filing form) to have a value of $384 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
410
shares
|
$230,727
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
409
shares
|
$230,164
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
409
shares
|
$230,164
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
409
shares
|
$230,164
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
408
shares
|
$229,602
0.02% of portfolio
|
Q4 2024
Reduced 92.74%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
408
shares
|
$229,602
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
407
shares
|
$229,039
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
406
shares
|
$228,476
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
406
shares
|
$228,476
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
404
shares
|
$227,351
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
404
shares
|
$227,351
0.08% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
403
shares
|
$226,788
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
403
shares
|
$226,788
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
403
shares
|
$226,788
0.06% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
402
shares
|
$226,225
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
401
shares
|
$225,662
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
400
shares
|
$225,100
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
400
shares
|
$225,100
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
400
shares
|
$225,100
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
400
shares
|
$225,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
400
shares
|
$225,100
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
400
shares
|
$225,100
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
400
shares
|
$225,100
0.02% of portfolio
|
Q3 2024
Reduced 52.1%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
399
shares
|
$224,537
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Moody Aldrich Partners LLC
|
Jan 22, 2025 Q4 2024 |
399
shares
|
$224,537
0.04% of portfolio
|
Q4 2024
Reduced 15.29%
|