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 |
|---|---|---|---|---|---|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
607
shares
|
$316,325
0.21% of portfolio
|
Q2 2024
Added 3.58%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
605
shares
|
$315,283
0.04% of portfolio
|
Q3 2024
Added 19.8%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
605
shares
|
$315,283
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
604
shares
|
$314,762
0.18% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
603
shares
|
$314,241
0.13% of portfolio
|
Q2 2024
Added 1.34%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
602
shares
|
$313,720
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
601
shares
|
$313,199
0.12% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Tuttle Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
601
shares
|
$313,199
2.87% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
600
shares
|
$312,678
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Gpm Growth Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
596
shares
|
$310,593
0.12% of portfolio
|
Q2 2024
Added 16.63%
|
|
|
Darwin Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
596
shares
|
$310,593
0.13% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
593
shares
|
$309,030
0.05% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
593
shares
|
$309,030
0.1% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
592
shares
|
$308,508
0.13% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
592
shares
|
$308,508
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
590
shares
|
$307,466
0.14% of portfolio
|
Q3 2024
Reduced 52.8%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
589
shares
|
$306,945
0.05% of portfolio
|
Q1 2024
Added 2.43%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
589
shares
|
$306,945
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
589
shares
|
$306,945
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
589
shares
|
$306,945
0.12% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Noesis Capital Mangement Corp
|
Aug 05, 2024 Q2 2024 |
588
shares
|
$306,424
0.06% of portfolio
|
Q2 2024
Reduced 14.53%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
587
shares
|
$305,903
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
587
shares
|
$305,903
0.06% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
586
shares
|
$305,382
0.12% of portfolio
|
Q2 2024
Reduced 7.57%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
586
shares
|
$305,382
0.17% of portfolio
|
Q3 2024
Reduced 9.29%
|