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 |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
475
shares
|
$247,536
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
475
shares
|
$247,536
0.08% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
473
shares
|
$246,494
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
473
shares
|
$246,494
0.06% of portfolio
|
Q2 2024
Reduced 26.67%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
473
shares
|
$246,494
0.14% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
473
shares
|
$246,494
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Moody Aldrich Partners LLC
|
Oct 22, 2024 Q3 2024 |
471
shares
|
$245,452
0.05% of portfolio
|
Q3 2024
Reduced 37.03%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
471
shares
|
$245,452
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
470
shares
|
$244,931
0.03% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
470
shares
|
$244,931
0.16% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
|
Main Street Research LLC
Sausalito, CA |
Jul 29, 2024 Q2 2024 |
468
shares
|
$243,888
0.01% of portfolio
|
Q2 2024
Reduced 16.43%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
467
shares
|
$243,367
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
Aug 13, 2024 Q2 2024 |
466
shares
|
$242,846
0.03% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
466
shares
|
$242,846
0.12% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
465
shares
|
$242,325
0.03% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
465
shares
|
$242,325
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
465
shares
|
$242,325
0.01% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 09, 2024 Q2 2024 |
465
shares
|
$242,325
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
465
shares
|
$242,325
0.1% of portfolio
|
Q3 2024
Reduced 29.01%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
464
shares
|
$241,804
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Sep 25, 2024 Q2 2024 |
464
shares
|
$241,804
0.08% of portfolio
|
Q2 2024
Added 9.95%
|
|
|
Carl P. Sherr & Co., LLC
|
Jul 23, 2024 Q2 2024 |
463
shares
|
$241,283
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
463
shares
|
$241,283
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
462
shares
|
$240,762
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
462
shares
|
$240,762
0.15% of portfolio
|
Q3 2024
New holding
|