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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
527
shares
|
$274,635
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 08, 2024 Q2 2024 |
527
shares
|
$274,635
0.02% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
526
shares
|
$274,114
0.01% of portfolio
|
Q3 2024
Reduced 57.1%
|
|
|
First American Trust, Fsb
|
Aug 12, 2024 Q2 2024 |
525
shares
|
$273,593
0.02% of portfolio
|
Q2 2024
Reduced 26.88%
|
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
525
shares
|
$273,593
0.1% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
524
shares
|
$273,072
0.94% of portfolio
|
Q2 2023
New holding
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
524
shares
|
$273,072
0.05% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
524
shares
|
$273,072
0.06% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
524
shares
|
$273,072
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
524
shares
|
$273,072
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
523
shares
|
$272,550
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
521
shares
|
$271,508
0.12% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
520
shares
|
$270,987
0.02% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
519
shares
|
$270,466
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
519
shares
|
$270,466
0.06% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
519
shares
|
$270,466
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
518
shares
|
$269,945
0.1% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
517
shares
|
$269,424
0.18% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
1900 Wealth Management LLC
|
Nov 04, 2024 Q3 2024 |
513
shares
|
$267,339
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
511
shares
|
$266,297
0.02% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
511
shares
|
$266,297
0.56% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
509
shares
|
$265,255
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
509
shares
|
$265,255
0.09% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
509
shares
|
$265,255
0.07% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
508
shares
|
$264,734
0.03% of portfolio
|
Q1 2024
Reduced 0.2%
|