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 |
|---|---|---|---|---|---|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
184
shares
|
$95,887
0.05% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
182
shares
|
$94,845
0.03% of portfolio
|
Q3 2023
Added 0.55%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
179
shares
|
$93,282
0.04% of portfolio
|
Q2 2024
Added 306.82%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
175
shares
|
$91,197
0.03% of portfolio
|
Q1 2022
Reduced 18.6%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
173
shares
|
$90,155
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
170
shares
|
$88,592
0.01% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
170
shares
|
$88,592
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
167
shares
|
$87,028
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
162
shares
|
$84,423
0.03% of portfolio
|
Q3 2024
Reduced 76.25%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
161
shares
|
$83,901
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
158
shares
|
$82,338
0.06% of portfolio
|
Q2 2024
Added 507.69%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2024 Q2 2024 |
153
shares
|
$79,732
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
153
shares
|
$79,732
0.01% of portfolio
|
Q3 2024
Added 68.13%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$78,169
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
150
shares
|
$78,169
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
149
shares
|
$77,648
0.06% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
140
shares
|
$72,958
0.01% of portfolio
|
Q1 2020
Reduced 46.97%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
139
shares
|
$72,437
0.02% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
137
shares
|
$71,394
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
137
shares
|
$71,394
0.02% of portfolio
|
Q4 2023
Added 5.38%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
137
shares
|
$71,394
0.02% of portfolio
|
Q1 2023
Added 90.28%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
136
shares
|
$70,873
0.02% of portfolio
|
Q3 2024
Added 40.21%
|
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
135
shares
|
$70,352
0.03% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
131
shares
|
$68,268
0.02% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
130
shares
|
$67,746
0.02% of portfolio
|
Q3 2024
Added 23.81%
|