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 |
|---|---|---|---|---|---|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
750
shares
|
$378,502
0.18% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
750
shares
|
$378,502
0.25% of portfolio
|
Q1 2023
Reduced 72.63%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
750
shares
|
$378,502
0.24% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
750
shares
|
$378,502
0.08% of portfolio
|
Q4 2024
Added 36.61%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
749
shares
|
$377,997
0.09% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
747
shares
|
$376,988
0.1% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
747
shares
|
$376,988
0.14% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
744
shares
|
$375,474
0.05% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
741
shares
|
$373,960
0.04% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
741
shares
|
$373,960
0.12% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
740
shares
|
$373,455
0.25% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
739
shares
|
$372,951
0.12% of portfolio
|
Q1 2024
Reduced 16.31%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
736
shares
|
$371,437
0.25% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
735
shares
|
$370,932
0.41% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
734
shares
|
$370,427
0.13% of portfolio
|
Q2 2023
Reduced 82.75%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
730
shares
|
$368,409
0.05% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
728
shares
|
$367,399
0.26% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
726
shares
|
$366,390
0.06% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
726
shares
|
$366,390
0.55% of portfolio
|
Q1 2024
Added 0.83%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
724
shares
|
$365,381
0.11% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
724
shares
|
$365,381
0.16% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
723
shares
|
$364,876
0.03% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
723
shares
|
$364,876
0.19% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
723
shares
|
$364,876
0.13% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
721
shares
|
$363,867
0.03% of portfolio
|
Q3 2024
Added 4.34%
|