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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
20
shares
|
$10,422
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
19
shares
|
$9,901
0.0% of portfolio
|
Q2 2024
Added 58.33%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
18
shares
|
$9,380
0.0% of portfolio
|
Q4 2022
Added 12.5%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
18
shares
|
$9,380
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
16
shares
|
$8,338
0.0% of portfolio
|
Q2 2024
Reduced 36.0%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
14
shares
|
$7,295
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
12
shares
|
$6,253
0.01% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
12
shares
|
$6,253
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
11
shares
|
$5,732
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
11
shares
|
$5,732
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
10
shares
|
$5,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10
shares
|
$5,211
0.0% of portfolio
|
Q3 2022
Reduced 96.49%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$4,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
9
shares
|
$4,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7
shares
|
$3,647
0.0% of portfolio
|
Q2 2023
Reduced 97.53%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
7
shares
|
$3,647
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
7
shares
|
$3,647
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
7
shares
|
$3,647
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
6
shares
|
$3,126
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6
shares
|
$3,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4
shares
|
$2,084
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4
shares
|
$2,084
0.0% of portfolio
|
Q3 2024
Reduced 91.84%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
4
shares
|
$2,084
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
4
shares
|
$2,084
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
2
shares
|
$1,042
0.0% of portfolio
|
Q2 2024
New holding
|