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 |
|---|---|---|---|---|---|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2024 Q2 2024 |
130
shares
|
$67,746
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
130
shares
|
$67,746
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
J.Safra Asset Management Corp
|
Jul 17, 2024 Q2 2024 |
127
shares
|
$66,183
0.01% of portfolio
|
Q2 2024
Reduced 73.92%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
125
shares
|
$65,141
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
125
shares
|
$65,141
0.02% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
124
shares
|
$64,620
0.01% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
123
shares
|
$64,098
0.03% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
122
shares
|
$63,577
0.01% of portfolio
|
Q3 2024
Reduced 29.48%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
120
shares
|
$62,535
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
118
shares
|
$61,493
0.01% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
114
shares
|
$59,408
0.0% of portfolio
|
Q2 2024
Added 1166.67%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 30, 2024 Q2 2024 |
112
shares
|
$58,366
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
110
shares
|
$57,324
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
109
shares
|
$56,803
0.03% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
107
shares
|
$55,760
0.0% of portfolio
|
Q1 2024
Added 143.18%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
106
shares
|
$55,239
0.01% of portfolio
|
Q1 2022
Added 24.71%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
103
shares
|
$53,676
0.03% of portfolio
|
Q2 2024
Added 4.04%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
100
shares
|
$52,113
0.01% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
100
shares
|
$52,113
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
100
shares
|
$52,113
0.03% of portfolio
|
Q3 2023
Reduced 2.91%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
100
shares
|
$52,113
0.02% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
100
shares
|
$52,113
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
98
shares
|
$51,070
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
98
shares
|
$51,070
0.03% of portfolio
|
Q2 2024
Added 68.97%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
90
shares
|
$46,901
0.01% of portfolio
|
Q3 2024
Reduced 25.0%
|