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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
835
shares
|
$435,143
0.05% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
834
shares
|
$434,622
0.13% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
833
shares
|
$434,101
0.13% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
832
shares
|
$433,580
0.11% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
832
shares
|
$433,580
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
830
shares
|
$432,537
0.24% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Jul 31, 2024 Q2 2024 |
830
shares
|
$432,537
0.19% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
830
shares
|
$432,537
0.06% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
829
shares
|
$432,016
0.03% of portfolio
|
Q3 2024
Added 39.09%
|
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
829
shares
|
$432,016
0.04% of portfolio
|
Q2 2024
Added 14.03%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
827
shares
|
$430,974
0.16% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 12, 2024 Q2 2024 |
827
shares
|
$430,974
0.16% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 13, 2024 Q2 2024 |
826
shares
|
$430,453
0.75% of portfolio
|
Q2 2024
Reduced 45.01%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
825
shares
|
$429,932
0.2% of portfolio
|
Q3 2024
Reduced 28.76%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
821
shares
|
$427,847
0.37% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
818
shares
|
$426,284
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
813
shares
|
$423,678
0.06% of portfolio
|
Q3 2024
Added 30.71%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
812
shares
|
$423,157
0.04% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 17, 2024 Q2 2024 |
812
shares
|
$423,157
0.24% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
812
shares
|
$423,157
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
809
shares
|
$421,594
0.11% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
808
shares
|
$421,073
0.02% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
802
shares
|
$417,946
0.02% of portfolio
|
Q3 2023
Reduced 7.18%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
801
shares
|
$417,425
0.01% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Quilter PLC
|
Aug 09, 2024 Q2 2024 |
801
shares
|
$417,425
0.01% of portfolio
|
Q2 2024
Added 2.82%
|