Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,439 institutions that hold shares in the stock, with a total of 698 Million shares, which have been reported (via 13F filing form) to have a value of $364 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
991
shares
|
$516,439
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
985
shares
|
$513,313
0.03% of portfolio
|
Q3 2024
Added 29.27%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
984
shares
|
$512,791
0.35% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
983
shares
|
$512,270
0.23% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
982
shares
|
$511,749
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
982
shares
|
$511,749
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
981
shares
|
$511,228
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
979
shares
|
$510,186
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
978
shares
|
$509,665
0.27% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
975
shares
|
$508,101
0.04% of portfolio
|
Q2 2023
Added 6.56%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
974
shares
|
$507,580
0.13% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
973
shares
|
$507,059
0.07% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
972
shares
|
$506,538
0.03% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
971
shares
|
$506,017
0.14% of portfolio
|
Q3 2019
Reduced 0.72%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
968
shares
|
$504,453
0.3% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Cheviot Value Management, LLC
|
Aug 14, 2024 Q2 2024 |
964
shares
|
$502,369
0.09% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
964
shares
|
$502,369
0.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
964
shares
|
$502,369
0.03% of portfolio
|
Q2 2024
Reduced 45.78%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
963
shares
|
$501,848
5.25% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
959
shares
|
$499,763
0.28% of portfolio
|
Q1 2024
Added 91.8%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
957
shares
|
$498,721
0.16% of portfolio
|
Q2 2024
Reduced 34.76%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
952
shares
|
$496,115
0.04% of portfolio
|
Q3 2024
Added 40.83%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
950
shares
|
$495,073
0.3% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
947
shares
|
$493,510
0.15% of portfolio
|
Q4 2023
Added 5.57%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
946
shares
|
$492,988
0.19% of portfolio
|
Q3 2024
Added 5.94%
|