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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
1,097
shares
|
$553,622
0.03% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,097
shares
|
$553,622
0.06% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
1,095
shares
|
$552,613
0.25% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
1,094
shares
|
$552,108
0.31% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$551,604
0.21% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,092
shares
|
$551,099
0.18% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,091
shares
|
$550,594
0.17% of portfolio
|
Q3 2024
Added 25.84%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
1,089
shares
|
$549,585
0.34% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
1,085
shares
|
$547,566
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
1,084
shares
|
$547,062
0.06% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
1,079
shares
|
$544,538
0.08% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,079
shares
|
$544,538
0.18% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
1,077
shares
|
$543,529
0.05% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
1,076
shares
|
$543,024
0.18% of portfolio
|
Q2 2024
Reduced 27.1%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
1,076
shares
|
$543,024
0.35% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
1,073
shares
|
$541,510
0.04% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
1,073
shares
|
$541,510
0.11% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
1,069
shares
|
$539,492
0.26% of portfolio
|
Q4 2024
Added 155.13%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,066
shares
|
$537,978
0.04% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
1,065
shares
|
$537,473
0.01% of portfolio
|
Q3 2024
Reduced 90.8%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
1,063
shares
|
$536,464
0.12% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
1,059
shares
|
$534,445
0.52% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,057
shares
|
$533,436
0.56% of portfolio
|
Q4 2022
Added 2.42%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,055
shares
|
$532,426
0.01% of portfolio
|
Q2 2024
Added 4.98%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
1,055
shares
|
$532,426
0.22% of portfolio
|
Q3 2024
New holding
|