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 |
|---|---|---|---|---|---|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
1,012
shares
|
$510,726
0.42% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,008
shares
|
$508,707
0.27% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,002
shares
|
$505,679
0.06% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,001
shares
|
$505,174
0.18% of portfolio
|
Q3 2024
Added 210.87%
|
|
|
Lattice Capital Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$504,670
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$504,670
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
1,000
shares
|
$504,670
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
999
shares
|
$504,165
0.1% of portfolio
|
Q3 2024
Reduced 14.1%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
998
shares
|
$503,660
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
998
shares
|
$503,660
0.19% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
997
shares
|
$503,155
1.49% of portfolio
|
Q2 2023
Reduced 22.35%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
995
shares
|
$502,146
0.06% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
995
shares
|
$502,146
0.26% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
994
shares
|
$501,641
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
993
shares
|
$501,137
0.05% of portfolio
|
Q3 2024
Added 43.29%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
991
shares
|
$500,127
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
989
shares
|
$499,118
0.39% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
985
shares
|
$497,099
0.01% of portfolio
|
Q3 2024
Added 48.34%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
985
shares
|
$497,099
0.03% of portfolio
|
Q3 2024
Added 29.27%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
984
shares
|
$496,595
0.35% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
982
shares
|
$495,585
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
982
shares
|
$495,585
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
981
shares
|
$495,081
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
980
shares
|
$494,576
0.49% of portfolio
|
Q3 2024
Added 28.1%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
979
shares
|
$494,071
0.05% of portfolio
|
Q3 2024
New holding
|