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 |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
462
shares
|
$240,762
0.2% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
460
shares
|
$239,719
0.06% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
460
shares
|
$239,719
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
460
shares
|
$239,719
0.04% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
459
shares
|
$239,198
0.05% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
458
shares
|
$238,677
0.13% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
457
shares
|
$238,156
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
457
shares
|
$238,156
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
456
shares
|
$237,635
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 13, 2024 Q2 2024 |
456
shares
|
$237,635
0.1% of portfolio
|
Q4 2023
Added 11.76%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
456
shares
|
$237,635
0.14% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
455
shares
|
$237,114
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
455
shares
|
$237,114
0.12% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
454
shares
|
$236,593
0.09% of portfolio
|
Q3 2024
Reduced 25.21%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
454
shares
|
$236,593
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
454
shares
|
$236,593
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
453
shares
|
$236,071
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
451
shares
|
$235,029
0.06% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
451
shares
|
$235,029
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
449
shares
|
$233,987
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
449
shares
|
$233,987
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
446
shares
|
$232,423
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
443
shares
|
$230,860
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
443
shares
|
$230,860
0.04% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
441
shares
|
$229,818
0.05% of portfolio
|
Q3 2024
New holding
|