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 |
|---|---|---|---|---|---|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
721
shares
|
$363,867
0.18% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
720
shares
|
$363,362
0.29% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
720
shares
|
$363,362
0.08% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
717
shares
|
$361,848
0.14% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
717
shares
|
$361,848
0.06% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
717
shares
|
$361,848
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
716
shares
|
$361,343
0.08% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
716
shares
|
$361,343
0.11% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
715
shares
|
$360,839
0.02% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
714
shares
|
$360,334
0.02% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
714
shares
|
$360,334
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
713
shares
|
$359,829
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
713
shares
|
$359,829
0.15% of portfolio
|
Q4 2024
Added 24.43%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
712
shares
|
$359,325
0.04% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
712
shares
|
$359,325
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
712
shares
|
$359,325
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
711
shares
|
$358,820
0.03% of portfolio
|
Q3 2024
Reduced 73.83%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
709
shares
|
$357,811
0.13% of portfolio
|
Q3 2024
Added 28.68%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
707
shares
|
$356,801
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
705
shares
|
$355,792
0.1% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
704
shares
|
$355,287
0.07% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
704
shares
|
$355,287
0.05% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
701
shares
|
$353,773
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
700
shares
|
$353,269
0.06% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
698
shares
|
$352,259
0.06% of portfolio
|
Q3 2024
Added 4.02%
|