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 |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
545
shares
|
$275,045
0.15% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
545
shares
|
$275,045
0.07% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
544
shares
|
$274,540
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
544
shares
|
$274,540
0.08% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
543
shares
|
$274,035
0.01% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$273,531
0.06% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
541
shares
|
$273,026
0.01% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
540
shares
|
$272,521
0.04% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
539
shares
|
$272,017
0.07% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
538
shares
|
$271,512
0.13% of portfolio
|
Q2 2024
Added 9.13%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
537
shares
|
$271,007
0.09% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
535
shares
|
$269,998
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
534
shares
|
$269,493
0.02% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
533
shares
|
$268,989
0.05% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
532
shares
|
$268,484
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
532
shares
|
$268,484
0.04% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
530
shares
|
$267,475
0.03% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
529
shares
|
$266,970
0.02% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
528
shares
|
$266,465
0.05% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
527
shares
|
$265,961
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
526
shares
|
$265,456
0.01% of portfolio
|
Q3 2024
Reduced 57.1%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
525
shares
|
$264,951
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
524
shares
|
$264,447
0.94% of portfolio
|
Q2 2023
New holding
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
524
shares
|
$264,447
0.05% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
524
shares
|
$264,447
0.13% of portfolio
|
Q3 2024
Reduced 7.42%
|