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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
63
shares
|
$32,831
0.02% of portfolio
|
Q3 2023
Added 1.61%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
60
shares
|
$31,267
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
60
shares
|
$31,267
0.0% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
59
shares
|
$30,746
0.01% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
59
shares
|
$30,746
0.01% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
59
shares
|
$30,746
0.01% of portfolio
|
Q2 2024
Reduced 41.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
58
shares
|
$30,225
0.0% of portfolio
|
Q2 2024
Added 26.09%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
56
shares
|
$29,183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2024 Q2 2024 |
55
shares
|
$28,662
0.0% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
54
shares
|
$28,141
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
53
shares
|
$27,619
0.01% of portfolio
|
N/A
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
53
shares
|
$27,619
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
52
shares
|
$27,098
0.01% of portfolio
|
Q3 2021
Reduced 3.7%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
51
shares
|
$26,577
0.01% of portfolio
|
Q2 2023
Reduced 26.09%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
51
shares
|
$26,577
0.01% of portfolio
|
Q2 2023
Reduced 45.1%
|
|
|
Hgk Asset Management Inc
|
Oct 31, 2024 Q3 2024 |
50
shares
|
$26,056
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$26,056
0.0% of portfolio
|
Q3 2023
Reduced 41.18%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
50
shares
|
$26,056
0.0% of portfolio
|
Q2 2021
Reduced 57.63%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
50
shares
|
$26,056
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
49
shares
|
$25,535
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
49
shares
|
$25,535
0.01% of portfolio
|
Q1 2024
Reduced 57.02%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
46
shares
|
$23,971
0.01% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
45
shares
|
$23,450
0.0% of portfolio
|
Q2 2024
Added 462.5%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
44
shares
|
$22,929
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
44
shares
|
$22,929
0.01% of portfolio
|
Q3 2024
Reduced 37.14%
|