Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,484 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 $361 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
827
shares
|
$441,196
0.3% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
827
shares
|
$441,196
0.18% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
827
shares
|
$441,196
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
826
shares
|
$440,662
0.2% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
825
shares
|
$440,129
0.0% of portfolio
|
Q3 2024
Added 46.54%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
825
shares
|
$440,129
0.2% of portfolio
|
Q3 2024
Reduced 28.76%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
824
shares
|
$439,595
0.3% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
823
shares
|
$439,062
0.11% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
823
shares
|
$439,062
0.31% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
821
shares
|
$437,995
0.16% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
821
shares
|
$437,995
0.32% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
813
shares
|
$433,727
0.06% of portfolio
|
Q3 2024
Added 30.71%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
812
shares
|
$433,193
0.04% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
809
shares
|
$431,593
0.12% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Tuttle Capital Management, LLC
|
Jan 13, 2025 Q4 2024 |
809
shares
|
$431,593
4.43% of portfolio
|
Q4 2024
Added 34.61%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
809
shares
|
$431,593
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
808
shares
|
$431,059
0.01% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
808
shares
|
$431,059
0.02% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
807
shares
|
$430,526
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
|
$429,992
0.91% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
805
shares
|
$429,459
0.05% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
801
shares
|
$427,325
0.12% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
801
shares
|
$427,325
0.27% of portfolio
|
Q2 2022
Reduced 1.23%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
800
shares
|
$426,792
0.03% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
800
shares
|
$426,792
0.42% of portfolio
|
Q4 2024
Added 0.13%
|