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 |
|---|---|---|---|---|---|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
88
shares
|
$45,859
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
87
shares
|
$45,338
0.02% of portfolio
|
Q3 2024
Added 74.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
87
shares
|
$45,338
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
87
shares
|
$45,338
0.02% of portfolio
|
Q2 2024
Added 33.85%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
85
shares
|
$44,296
0.02% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
84
shares
|
$43,774
0.02% of portfolio
|
Q2 2024
Added 18.31%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
83
shares
|
$43,253
0.02% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
82
shares
|
$42,732
0.03% of portfolio
|
Q3 2022
Reduced 23.36%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
82
shares
|
$42,732
0.01% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
82
shares
|
$42,732
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
80
shares
|
$41,690
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
80
shares
|
$41,690
0.0% of portfolio
|
Q4 2023
Added 5.26%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$41,169
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
78
shares
|
$40,648
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
76
shares
|
$39,605
0.0% of portfolio
|
Q1 2024
Reduced 79.57%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
76
shares
|
$39,605
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
73
shares
|
$38,042
0.01% of portfolio
|
Q2 2024
Reduced 29.13%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
72
shares
|
$37,521
0.03% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
71
shares
|
$37,000
0.02% of portfolio
|
Q1 2022
Added 47.92%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
71
shares
|
$37,000
0.01% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
70
shares
|
$36,479
0.01% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
70
shares
|
$36,479
0.03% of portfolio
|
Q2 2024
Reduced 34.58%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
66
shares
|
$34,394
0.01% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Aug 14, 2024 Q2 2024 |
65
shares
|
$33,873
0.14% of portfolio
|
Q1 2023
Reduced 99.0%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
63
shares
|
$32,831
0.01% of portfolio
|
Q2 2022
New holding
|