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 |
|---|---|---|---|---|---|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 09, 2024 Q3 2024 |
632
shares
|
$318,951
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
632
shares
|
$318,951
0.09% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
632
shares
|
$318,951
0.18% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
631
shares
|
$318,446
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
631
shares
|
$318,446
0.02% of portfolio
|
Q3 2024
Reduced 22.67%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
631
shares
|
$318,446
0.21% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
630
shares
|
$317,942
0.02% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
630
shares
|
$317,942
0.02% of portfolio
|
Q3 2024
Reduced 98.94%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
629
shares
|
$317,437
0.06% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
628
shares
|
$316,932
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
625
shares
|
$315,418
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
624
shares
|
$314,914
0.1% of portfolio
|
Q4 2023
Added 17.96%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
620
shares
|
$312,895
0.13% of portfolio
|
Q1 2024
Reduced 62.13%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
620
shares
|
$312,895
0.25% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
616
shares
|
$310,876
0.07% of portfolio
|
Q2 2024
Reduced 62.6%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
613
shares
|
$309,362
0.05% of portfolio
|
Q2 2024
Added 21.39%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
608
shares
|
$306,839
0.07% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
607
shares
|
$306,334
0.21% of portfolio
|
Q2 2024
Added 3.58%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
605
shares
|
$305,325
0.04% of portfolio
|
Q3 2024
Added 19.8%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
605
shares
|
$305,325
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
604
shares
|
$304,820
0.18% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
603
shares
|
$304,316
0.13% of portfolio
|
Q2 2024
Added 1.34%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
602
shares
|
$303,811
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
601
shares
|
$303,306
0.12% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Tuttle Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
601
shares
|
$303,306
2.87% of portfolio
|
Q3 2024
Added 14.91%
|