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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
830
shares
|
$418,876
0.06% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
829
shares
|
$418,371
0.03% of portfolio
|
Q3 2024
Added 39.09%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
827
shares
|
$417,362
0.3% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
827
shares
|
$417,362
0.16% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
827
shares
|
$417,362
0.18% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
827
shares
|
$417,362
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
826
shares
|
$416,857
0.2% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
825
shares
|
$416,352
0.0% of portfolio
|
Q3 2024
Added 46.54%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
825
shares
|
$416,352
0.2% of portfolio
|
Q3 2024
Reduced 28.76%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
821
shares
|
$414,334
0.37% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
818
shares
|
$412,820
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
813
shares
|
$410,296
0.06% of portfolio
|
Q3 2024
Added 30.71%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
812
shares
|
$409,792
0.04% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
812
shares
|
$409,792
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
809
shares
|
$408,278
0.11% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
809
shares
|
$408,278
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
808
shares
|
$407,773
0.02% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
807
shares
|
$407,268
4.12% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
806
shares
|
$406,764
0.91% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
805
shares
|
$406,259
0.05% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
801
shares
|
$404,240
0.01% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
801
shares
|
$404,240
0.12% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
801
shares
|
$404,240
0.27% of portfolio
|
Q2 2022
Reduced 1.23%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
800
shares
|
$403,736
0.03% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
800
shares
|
$403,736
0.27% of portfolio
|
Q2 2024
New holding
|