Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,444 institutions that hold shares in the stock, with a total of 677 Million shares, which have been reported (via 13F filing form) to have a value of $342 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horiko Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,130
shares
|
$570,277
0.16% of portfolio
|
Q1 2023
Reduced 22.6%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
1,130
shares
|
$570,277
0.29% of portfolio
|
Q3 2024
Reduced 33.57%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
1,130
shares
|
$570,277
0.41% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
1,128
shares
|
$569,267
0.08% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,127
shares
|
$568,763
0.19% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
1,126
shares
|
$568,258
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,125
shares
|
$567,753
0.03% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,125
shares
|
$567,753
0.42% of portfolio
|
Q2 2024
Reduced 46.71%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,123
shares
|
$566,744
0.28% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
1,122
shares
|
$566,239
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,118
shares
|
$564,221
0.04% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
1,118
shares
|
$564,221
0.15% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,117
shares
|
$563,716
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
1,116
shares
|
$563,211
0.26% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
1,115
shares
|
$562,707
0.02% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
1,113
shares
|
$561,697
0.07% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,112
shares
|
$561,193
0.15% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,112
shares
|
$561,193
0.03% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
1,112
shares
|
$561,193
0.12% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,110
shares
|
$560,183
0.43% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
1,109
shares
|
$559,679
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,107
shares
|
$558,669
0.04% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,104
shares
|
$557,155
0.1% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
1,100
shares
|
$555,137
0.16% of portfolio
|
Q3 2020
Reduced 27.39%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,100
shares
|
$555,137
0.02% of portfolio
|
Q3 2024
Reduced 6.38%
|