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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
582
shares
|
$303,297
0.1% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 09, 2024 Q2 2024 |
581
shares
|
$302,776
0.05% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Goldstream Capital Management LTD
|
Aug 14, 2024 Q2 2024 |
580
shares
|
$302,255
0.06% of portfolio
|
Q2 2024
Reduced 6.45%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
578
shares
|
$301,213
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Garner Asset Management Corp
|
Aug 12, 2024 Q2 2024 |
578
shares
|
$301,213
0.12% of portfolio
|
Q4 2023
Reduced 3.34%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
577
shares
|
$300,692
0.11% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
575
shares
|
$299,649
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
575
shares
|
$299,649
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
574
shares
|
$299,128
0.16% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
573
shares
|
$298,607
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
572
shares
|
$298,086
0.03% of portfolio
|
Q2 2024
Added 4.57%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
571
shares
|
$297,565
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
568
shares
|
$296,001
0.02% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
567
shares
|
$295,480
0.04% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
566
shares
|
$294,959
0.13% of portfolio
|
Q2 2024
Added 23.58%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
565
shares
|
$294,438
0.01% of portfolio
|
Q2 2024
Added 4.44%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
565
shares
|
$294,438
0.13% of portfolio
|
Q2 2024
Reduced 15.04%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
563
shares
|
$293,396
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
563
shares
|
$293,396
0.11% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
562
shares
|
$292,875
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Marco Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
561
shares
|
$292,353
0.02% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Payden & Rygel
Los Angeles, CA |
Oct 07, 2024 Q2 2024 |
560
shares
|
$291,832
0.02% of portfolio
|
Q1 2023
Reduced 80.42%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
560
shares
|
$291,832
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
560
shares
|
$291,832
0.15% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
559
shares
|
$291,311
0.06% of portfolio
|
Q3 2024
Reduced 1.58%
|