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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
773
shares
|
$390,109
0.04% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
773
shares
|
$390,109
0.03% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
773
shares
|
$390,109
0.15% of portfolio
|
Q3 2023
Added 6.04%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
773
shares
|
$390,109
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
770
shares
|
$388,595
0.34% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
770
shares
|
$388,595
0.25% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
770
shares
|
$388,595
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
769
shares
|
$388,091
0.08% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
769
shares
|
$388,091
0.08% of portfolio
|
Q3 2024
Added 30.78%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
769
shares
|
$388,091
0.06% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
769
shares
|
$388,091
0.09% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
767
shares
|
$387,081
0.08% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
766
shares
|
$386,577
0.15% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
766
shares
|
$386,577
0.07% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
765
shares
|
$386,072
0.13% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
765
shares
|
$386,072
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
764
shares
|
$385,567
0.23% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
760
shares
|
$383,549
0.17% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
760
shares
|
$383,549
0.12% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
756
shares
|
$381,530
0.1% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
756
shares
|
$381,530
0.19% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
754
shares
|
$380,521
0.02% of portfolio
|
Q3 2024
Reduced 34.89%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
753
shares
|
$380,016
0.03% of portfolio
|
Q3 2024
Reduced 81.79%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
752
shares
|
$379,511
0.12% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
751
shares
|
$379,007
0.03% of portfolio
|
Q3 2024
Added 1.35%
|