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 |
|---|---|---|---|---|---|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
660
shares
|
$333,082
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
659
shares
|
$332,577
0.03% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
659
shares
|
$332,577
0.05% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
659
shares
|
$332,577
0.08% of portfolio
|
Q2 2023
Added 449.17%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
657
shares
|
$331,568
0.04% of portfolio
|
Q1 2023
Added 7.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
657
shares
|
$331,568
0.09% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
657
shares
|
$331,568
0.12% of portfolio
|
Q4 2023
Reduced 3.67%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
655
shares
|
$330,558
0.09% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
653
shares
|
$329,549
0.13% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
652
shares
|
$329,044
0.09% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
651
shares
|
$328,540
0.09% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
650
shares
|
$328,035
0.83% of portfolio
|
Q3 2024
Added 261.11%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
650
shares
|
$328,035
0.1% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
648
shares
|
$327,026
0.12% of portfolio
|
Q2 2024
Reduced 16.39%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
647
shares
|
$326,521
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
643
shares
|
$324,502
0.08% of portfolio
|
Q3 2023
Added 10.48%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
642
shares
|
$323,998
0.29% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
639
shares
|
$322,484
0.15% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
638
shares
|
$321,979
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
635
shares
|
$320,465
0.15% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
635
shares
|
$320,465
0.17% of portfolio
|
Q1 2024
Reduced 19.11%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
635
shares
|
$320,465
0.01% of portfolio
|
Q3 2024
Reduced 91.85%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
633
shares
|
$319,456
0.05% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
633
shares
|
$319,456
0.16% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
633
shares
|
$319,456
0.03% of portfolio
|
Q2 2024
Added 0.48%
|