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 |
|---|---|---|---|---|---|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 14, 2024 Q2 2024 |
508
shares
|
$264,734
0.07% of portfolio
|
Q1 2024
Reduced 19.75%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 25, 2024 Q2 2024 |
508
shares
|
$264,734
0.1% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
508
shares
|
$264,734
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
507
shares
|
$264,212
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
507
shares
|
$264,212
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
506
shares
|
$263,691
0.13% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
505
shares
|
$263,170
0.08% of portfolio
|
Q2 2024
Reduced 27.44%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
504
shares
|
$262,649
0.03% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
504
shares
|
$262,649
0.06% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
503
shares
|
$262,128
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
502
shares
|
$261,607
0.15% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
501
shares
|
$261,086
0.07% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
501
shares
|
$261,086
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
500
shares
|
$260,565
0.12% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Unio Capital LLC
|
Aug 14, 2024 Q2 2024 |
500
shares
|
$260,565
0.1% of portfolio
|
Q2 2024
Reduced 70.59%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Aug 09, 2024 Q2 2024 |
500
shares
|
$260,565
0.14% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Tcwp LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
500
shares
|
$260,565
0.55% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Nov 04, 2024 Q3 2024 |
500
shares
|
$260,565
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 15, 2024 Q2 2024 |
500
shares
|
$260,565
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 12, 2024 Q2 2024 |
500
shares
|
$260,565
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
498
shares
|
$259,522
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
498
shares
|
$259,522
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
497
shares
|
$259,001
0.25% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
497
shares
|
$259,001
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
496
shares
|
$258,480
0.07% of portfolio
|
Q4 2023
New holding
|