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 |
|---|---|---|---|---|---|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
1,473
shares
|
$818,148
0.09% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
1,473
shares
|
$818,148
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
1,470
shares
|
$816,482
0.49% of portfolio
|
Q1 2024
Reduced 10.64%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
1,468
shares
|
$815,371
0.03% of portfolio
|
Q3 2024
Reduced 40.2%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,468
shares
|
$815,371
0.07% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
1,468
shares
|
$815,371
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
1,459
shares
|
$810,372
0.26% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
1,457
shares
|
$809,261
0.12% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,438
shares
|
$798,708
0.26% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
1,432
shares
|
$795,375
0.4% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
1,431
shares
|
$794,820
0.11% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,430
shares
|
$794,264
0.07% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
1,427
shares
|
$792,598
0.25% of portfolio
|
Q3 2024
Added 72.55%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
1,427
shares
|
$792,598
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
1,425
shares
|
$791,487
0.17% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
1,423
shares
|
$790,376
0.04% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
1,423
shares
|
$790,376
0.18% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
1,423
shares
|
$790,376
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
1,421
shares
|
$789,266
0.29% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,414
shares
|
$785,378
0.16% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
1,413
shares
|
$784,822
0.37% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
1,411
shares
|
$783,711
0.18% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,408
shares
|
$782,045
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
1,400
shares
|
$777,601
0.02% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,395
shares
|
$774,824
0.34% of portfolio
|
Q4 2023
New holding
|