Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,484 institutions that hold shares in the stock, with a total of 677 Million shares, which have been reported (via 13F filing form) to have a value of $361 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
974
shares
|
$519,619
0.13% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
973
shares
|
$519,085
0.07% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
972
shares
|
$518,552
0.06% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
972
shares
|
$518,552
0.03% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
972
shares
|
$518,552
0.1% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
972
shares
|
$518,552
0.16% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
971
shares
|
$518,018
0.09% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
971
shares
|
$518,018
0.21% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
968
shares
|
$516,418
0.31% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
966
shares
|
$515,351
0.32% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
964
shares
|
$514,284
0.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
964
shares
|
$514,284
0.03% of portfolio
|
Q2 2024
Reduced 45.78%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
963
shares
|
$513,750
5.25% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
960
shares
|
$512,150
0.31% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
959
shares
|
$511,616
0.28% of portfolio
|
Q1 2024
Added 91.8%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
957
shares
|
$510,549
0.07% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
956
shares
|
$510,016
0.15% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
955
shares
|
$509,482
0.14% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
952
shares
|
$507,882
0.04% of portfolio
|
Q3 2024
Added 40.83%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
952
shares
|
$507,882
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
950
shares
|
$506,815
0.3% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
948
shares
|
$505,748
0.22% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
947
shares
|
$505,215
0.15% of portfolio
|
Q4 2023
Added 5.57%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
946
shares
|
$504,681
0.19% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
946
shares
|
$504,681
0.08% of portfolio
|
Q3 2024
Reduced 96.89%
|