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 |
|---|---|---|---|---|---|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
413
shares
|
$215,226
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
412
shares
|
$214,705
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
412
shares
|
$214,705
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
412
shares
|
$214,705
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
411
shares
|
$214,184
0.03% of portfolio
|
Q2 2024
Reduced 17.96%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
409
shares
|
$213,142
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
406
shares
|
$211,578
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
403
shares
|
$210,015
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
400
shares
|
$208,452
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
400
shares
|
$208,452
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
390
shares
|
$203,240
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
385
shares
|
$200,635
0.04% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
382
shares
|
$199,071
0.07% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
380
shares
|
$198,029
0.04% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
376
shares
|
$195,944
0.13% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
372
shares
|
$193,860
0.02% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
370
shares
|
$192,818
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
356
shares
|
$185,522
0.07% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
353
shares
|
$183,958
0.07% of portfolio
|
Q3 2023
Added 39.53%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
351
shares
|
$182,916
0.15% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
348
shares
|
$181,353
0.1% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
345
shares
|
$179,789
0.05% of portfolio
|
Q2 2024
Reduced 36.7%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
337
shares
|
$175,620
0.01% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
336
shares
|
$175,099
0.01% of portfolio
|
Q3 2023
Reduced 0.88%
|
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
334
shares
|
$174,057
0.04% of portfolio
|
Q2 2024
Reduced 5.38%
|