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 |
|---|---|---|---|---|---|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
559
shares
|
$291,311
0.21% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
558
shares
|
$290,790
0.1% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
557
shares
|
$290,269
0.04% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
555
shares
|
$289,227
0.12% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
552
shares
|
$287,663
0.05% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
551
shares
|
$287,142
0.09% of portfolio
|
Q1 2024
Reduced 15.49%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
551
shares
|
$287,142
0.08% of portfolio
|
Q1 2022
Reduced 99.46%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
550
shares
|
$286,621
0.01% of portfolio
|
Q4 2023
Reduced 8.33%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
550
shares
|
$286,621
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
549
shares
|
$286,100
0.06% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
547
shares
|
$285,058
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
546
shares
|
$284,536
0.06% of portfolio
|
Q3 2023
Reduced 21.44%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2024 Q2 2024 |
545
shares
|
$284,015
0.15% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
544
shares
|
$283,494
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
544
shares
|
$283,494
0.08% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
543
shares
|
$282,973
0.01% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Jackson Thornton Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
543
shares
|
$282,973
0.04% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 09, 2024 Q2 2024 |
539
shares
|
$280,889
0.06% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
538
shares
|
$280,367
0.13% of portfolio
|
Q2 2024
Added 9.13%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
537
shares
|
$279,846
0.09% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
535
shares
|
$278,804
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
533
shares
|
$277,762
0.05% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
532
shares
|
$277,241
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2024 Q2 2024 |
532
shares
|
$277,241
0.03% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
528
shares
|
$275,156
0.05% of portfolio
|
Q3 2024
Added 12.82%
|