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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
801
shares
|
$417,425
0.27% of portfolio
|
Q2 2022
Reduced 1.23%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
800
shares
|
$416,904
0.03% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
800
shares
|
$416,904
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
799
shares
|
$416,382
0.06% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
799
shares
|
$416,382
0.05% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
799
shares
|
$416,382
0.38% of portfolio
|
Q3 2024
Added 31.41%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
796
shares
|
$414,819
0.33% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
796
shares
|
$414,819
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
796
shares
|
$414,819
0.28% of portfolio
|
Q1 2024
Added 3.92%
|
|
|
Echo45 Advisors LLC
|
Oct 25, 2024 Q3 2024 |
795
shares
|
$414,298
0.27% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
794
shares
|
$413,777
0.07% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
793
shares
|
$413,256
0.11% of portfolio
|
Q2 2024
Added 15.6%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2024 Q2 2024 |
791
shares
|
$412,213
0.13% of portfolio
|
Q2 2024
Reduced 25.94%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
789
shares
|
$411,171
0.24% of portfolio
|
Q2 2024
Reduced 13.39%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
787
shares
|
$410,129
0.28% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
786
shares
|
$409,608
0.15% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
786
shares
|
$409,608
0.03% of portfolio
|
Q2 2024
Added 23.78%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
784
shares
|
$408,565
0.1% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
784
shares
|
$408,565
0.13% of portfolio
|
Q1 2023
Added 1468.0%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
782
shares
|
$407,523
0.0% of portfolio
|
Q2 2024
Reduced 18.46%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
781
shares
|
$407,002
0.09% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
780
shares
|
$406,481
0.21% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
776
shares
|
$404,396
0.23% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
776
shares
|
$404,396
0.09% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Aug 14, 2024 Q2 2024 |
776
shares
|
$404,396
0.02% of portfolio
|
Q1 2024
Added 0.13%
|