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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
944
shares
|
$503,614
0.11% of portfolio
|
Q2 2024
Added 17.12%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
939
shares
|
$500,947
0.22% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
937
shares
|
$499,880
0.28% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
937
shares
|
$499,880
0.45% of portfolio
|
Q3 2024
Added 29.24%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
935
shares
|
$498,813
0.04% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
934
shares
|
$498,279
0.24% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
934
shares
|
$498,279
0.12% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
932
shares
|
$497,212
0.03% of portfolio
|
Q3 2024
Reduced 36.77%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
929
shares
|
$495,612
0.35% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
925
shares
|
$493,478
0.26% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
924
shares
|
$492,944
0.3% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
920
shares
|
$490,810
0.23% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
917
shares
|
$489,210
0.23% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
915
shares
|
$488,143
0.05% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
913
shares
|
$487,076
0.43% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
912
shares
|
$486,542
0.08% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
912
shares
|
$486,542
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
911
shares
|
$486,009
0.05% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
910
shares
|
$485,475
0.04% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
905
shares
|
$482,808
0.0% of portfolio
|
Q3 2024
Reduced 77.53%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
904
shares
|
$482,274
0.26% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
900
shares
|
$480,141
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
899
shares
|
$479,607
0.02% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
899
shares
|
$479,607
0.13% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
898
shares
|
$479,074
0.16% of portfolio
|
Q3 2024
Reduced 4.97%
|