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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
695
shares
|
$350,745
0.12% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
694
shares
|
$350,240
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
694
shares
|
$350,240
0.07% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
694
shares
|
$350,240
0.11% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
692
shares
|
$349,231
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
690
shares
|
$348,222
0.21% of portfolio
|
Q4 2023
Reduced 8.61%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
689
shares
|
$347,717
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
689
shares
|
$347,717
0.02% of portfolio
|
Q3 2024
Reduced 81.01%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
688
shares
|
$347,212
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
678
shares
|
$342,166
0.1% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
678
shares
|
$342,166
0.03% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
676
shares
|
$341,156
0.04% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
675
shares
|
$340,652
0.35% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
674
shares
|
$340,147
0.05% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
672
shares
|
$339,138
0.19% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
672
shares
|
$339,138
0.21% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
669
shares
|
$337,624
0.05% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
667
shares
|
$336,614
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
667
shares
|
$336,614
0.15% of portfolio
|
Q2 2024
Added 13.05%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
664
shares
|
$335,100
0.06% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
662
shares
|
$334,091
0.28% of portfolio
|
Q3 2023
Reduced 14.58%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
662
shares
|
$334,091
0.16% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
662
shares
|
$334,091
0.16% of portfolio
|
Q1 2023
Added 10.89%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
661
shares
|
$333,586
0.14% of portfolio
|
Q2 2024
Added 10.17%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
660
shares
|
$333,082
0.04% of portfolio
|
Q3 2024
Reduced 20.39%
|