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 |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
544
shares
|
$290,218
0.08% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
543
shares
|
$289,685
0.01% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$289,151
0.06% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
541
shares
|
$288,618
0.01% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
540
shares
|
$288,084
0.04% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
540
shares
|
$288,084
0.05% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
540
shares
|
$288,084
0.09% of portfolio
|
Q4 2024
Reduced 53.25%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
539
shares
|
$287,551
0.02% of portfolio
|
Q4 2024
Reduced 24.51%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
538
shares
|
$287,017
0.13% of portfolio
|
Q2 2024
Added 9.13%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
537
shares
|
$286,484
0.1% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
535
shares
|
$285,417
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
534
shares
|
$284,883
0.02% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
533
shares
|
$284,350
0.12% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
533
shares
|
$284,350
0.05% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
532
shares
|
$283,816
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
532
shares
|
$283,816
0.04% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
530
shares
|
$282,749
0.03% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
529
shares
|
$282,216
0.14% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
529
shares
|
$282,216
0.02% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
527
shares
|
$281,149
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
525
shares
|
$280,082
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
524
shares
|
$279,548
0.94% of portfolio
|
Q2 2023
New holding
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
524
shares
|
$279,548
0.05% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
524
shares
|
$279,548
0.13% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
524
shares
|
$279,548
0.06% of portfolio
|
Q3 2024
Reduced 1.13%
|