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 |
|---|---|---|---|---|---|
|
Oberweis Asset Management Inc
Lisle, IL |
Aug 14, 2024 Q2 2024 |
776
shares
|
$404,396
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
776
shares
|
$404,396
0.22% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
776
shares
|
$404,396
0.08% of portfolio
|
Q3 2024
Added 34.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
775
shares
|
$403,875
0.18% of portfolio
|
Q3 2024
Reduced 87.33%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
775
shares
|
$403,875
0.24% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
774
shares
|
$403,354
0.21% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
773
shares
|
$402,833
0.03% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
773
shares
|
$402,833
0.15% of portfolio
|
Q3 2023
Added 6.04%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
770
shares
|
$401,270
0.34% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
770
shares
|
$401,270
0.15% of portfolio
|
Q2 2024
Added 2.53%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
770
shares
|
$401,270
0.25% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
769
shares
|
$400,748
0.08% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
769
shares
|
$400,748
0.09% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
768
shares
|
$400,227
0.06% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
767
shares
|
$399,706
0.08% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
766
shares
|
$399,185
0.15% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Wulff, Hansen & Co.
|
Aug 14, 2024 Q2 2024 |
765
shares
|
$398,664
0.36% of portfolio
|
Q2 2024
Reduced 99.77%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
765
shares
|
$398,664
0.13% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
764
shares
|
$398,143
0.23% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
763
shares
|
$397,622
0.18% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
763
shares
|
$397,622
0.03% of portfolio
|
Q2 2024
Reduced 72.59%
|
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
763
shares
|
$397,622
0.24% of portfolio
|
Q2 2024
Added 58.3%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
760
shares
|
$396,058
0.17% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
760
shares
|
$396,058
0.12% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
757
shares
|
$394,495
0.07% of portfolio
|
Q2 2024
Reduced 16.9%
|