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 |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
910
shares
|
$474,228
0.04% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
907
shares
|
$472,664
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
905
shares
|
$471,622
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
902
shares
|
$470,059
0.09% of portfolio
|
Q2 2024
Added 5.25%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
899
shares
|
$468,495
0.13% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
898
shares
|
$467,974
0.02% of portfolio
|
Q3 2024
Added 84.77%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
898
shares
|
$467,974
0.16% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
896
shares
|
$466,932
0.24% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 03, 2024 Q3 2024 |
895
shares
|
$466,411
0.25% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
895
shares
|
$466,411
0.1% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
893
shares
|
$465,369
0.17% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
893
shares
|
$465,369
0.02% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Consolidated Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
891
shares
|
$464,326
0.19% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
888
shares
|
$462,763
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
885
shares
|
$461,200
0.04% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
880
shares
|
$458,594
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
880
shares
|
$458,594
0.13% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
878
shares
|
$457,552
0.16% of portfolio
|
Q2 2024
Reduced 2.98%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
878
shares
|
$457,552
0.78% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
878
shares
|
$457,552
0.07% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2024 Q2 2024 |
876
shares
|
$456,509
0.03% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
874
shares
|
$455,467
0.19% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
872
shares
|
$454,425
0.09% of portfolio
|
Q4 2023
Reduced 31.18%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
871
shares
|
$453,904
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
869
shares
|
$452,861
0.09% of portfolio
|
Q3 2024
Reduced 3.34%
|