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 |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
723
shares
|
$376,776
0.19% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
723
shares
|
$376,776
0.13% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
721
shares
|
$375,734
0.03% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
721
shares
|
$375,734
0.15% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
720
shares
|
$375,213
0.29% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Phoenix Wealth Advisors
|
Jul 17, 2024 Q2 2024 |
717
shares
|
$373,650
0.16% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
717
shares
|
$373,650
0.06% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
717
shares
|
$373,650
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
716
shares
|
$373,129
0.08% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
716
shares
|
$373,129
0.11% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
715
shares
|
$372,607
0.02% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
714
shares
|
$372,086
0.02% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
714
shares
|
$372,086
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
713
shares
|
$371,565
0.04% of portfolio
|
Q2 2024
Added 60.95%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
713
shares
|
$371,565
0.23% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
712
shares
|
$371,044
0.04% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
712
shares
|
$371,044
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
712
shares
|
$371,044
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 08, 2024 Q2 2024 |
711
shares
|
$370,523
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
711
shares
|
$370,523
0.01% of portfolio
|
Q2 2024
Reduced 85.22%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
710
shares
|
$370,002
0.04% of portfolio
|
Q2 2024
Reduced 26.12%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
709
shares
|
$369,481
0.13% of portfolio
|
Q3 2024
Added 28.68%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
707
shares
|
$368,438
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
705
shares
|
$367,396
0.1% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
704
shares
|
$366,875
0.07% of portfolio
|
Q3 2024
Added 14.29%
|