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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
636
shares
|
$331,438
0.12% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
635
shares
|
$330,917
0.15% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
635
shares
|
$330,917
0.16% of portfolio
|
Q1 2024
Reduced 19.11%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
635
shares
|
$330,917
0.02% of portfolio
|
Q2 2024
Reduced 69.7%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
634
shares
|
$330,396
0.04% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
633
shares
|
$329,875
0.05% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
633
shares
|
$329,875
0.16% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
633
shares
|
$329,875
0.04% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 09, 2024 Q3 2024 |
632
shares
|
$329,354
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
632
shares
|
$329,354
0.17% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
631
shares
|
$328,833
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
631
shares
|
$328,833
0.02% of portfolio
|
Q3 2024
Reduced 22.67%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
629
shares
|
$327,790
0.06% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Oak Thistle LLC
|
Aug 06, 2024 Q2 2024 |
629
shares
|
$327,790
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
628
shares
|
$327,269
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
625
shares
|
$325,706
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
624
shares
|
$325,185
0.1% of portfolio
|
Q4 2023
Added 17.96%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
624
shares
|
$325,185
0.1% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
620
shares
|
$323,100
0.13% of portfolio
|
Q1 2024
Reduced 62.13%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
620
shares
|
$323,100
0.25% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
617
shares
|
$321,537
0.03% of portfolio
|
Q2 2024
Added 7.68%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
616
shares
|
$321,016
0.07% of portfolio
|
Q2 2024
Reduced 62.6%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
613
shares
|
$319,452
0.05% of portfolio
|
Q2 2024
Added 21.39%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
613
shares
|
$319,452
0.08% of portfolio
|
Q2 2024
Added 41.24%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
608
shares
|
$316,847
0.07% of portfolio
|
Q1 2024
Reduced 9.66%
|