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 |
---|---|---|---|---|---|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
946
shares
|
$492,988
0.08% of portfolio
|
Q3 2024
Reduced 96.89%
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
945
shares
|
$492,467
0.18% of portfolio
|
Q2 2024
New holding
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
944
shares
|
$491,946
0.11% of portfolio
|
Q2 2024
Added 17.12%
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
942
shares
|
$490,904
0.22% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
Brown Shipley& CO LTD
London, X0 |
Aug 19, 2024 Q2 2024 |
942
shares
|
$490,904
0.19% of portfolio
|
Q2 2024
Reduced 67.52%
|
|
United Bank
Vienna, VA |
Aug 14, 2024 Q2 2024 |
940
shares
|
$489,862
0.05% of portfolio
|
Q2 2024
Added 1.84%
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
938
shares
|
$488,819
0.22% of portfolio
|
Q3 2024
Added 42.77%
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
937
shares
|
$488,298
0.28% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
937
shares
|
$488,298
0.45% of portfolio
|
Q3 2024
Added 29.24%
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
935
shares
|
$487,256
0.04% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
934
shares
|
$486,735
0.03% of portfolio
|
Q2 2024
Added 11.86%
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
933
shares
|
$486,214
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
930
shares
|
$484,650
0.13% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
929
shares
|
$484,129
0.35% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
924
shares
|
$481,524
0.3% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2024 Q2 2024 |
924
shares
|
$481,524
0.0% of portfolio
|
Q2 2024
Reduced 27.47%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
920
shares
|
$479,439
0.22% of portfolio
|
Q2 2024
Added 0.11%
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
917
shares
|
$477,876
0.23% of portfolio
|
Q2 2024
Added 1.89%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
917
shares
|
$477,876
0.4% of portfolio
|
Q3 2024
Added 0.88%
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 12, 2024 Q2 2024 |
914
shares
|
$476,312
0.27% of portfolio
|
Q1 2024
Added 1.56%
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 24, 2024 Q2 2024 |
913
shares
|
$475,791
0.17% of portfolio
|
Q2 2024
Added 27.16%
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
912
shares
|
$475,270
0.2% of portfolio
|
Q3 2024
Added 9.09%
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
912
shares
|
$475,270
0.08% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
912
shares
|
$475,270
0.39% of portfolio
|
Q3 2024
New holding
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
911
shares
|
$474,749
0.05% of portfolio
|
Q3 2024
Reduced 7.42%
|