Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,337 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 $299 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2024 Q1 2024 |
465
shares
|
$205,139
0.06% of portfolio
|
Q1 2024
New holding
|
|
Carl P. Sherr & Co., LLC
|
May 02, 2024 Q1 2024 |
463
shares
|
$204,257
0.13% of portfolio
|
Q1 2024
New holding
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
463
shares
|
$204,257
0.04% of portfolio
|
Q1 2024
New holding
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 14, 2024 Q1 2024 |
461
shares
|
$203,374
0.21% of portfolio
|
Q1 2024
New holding
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2024 Q1 2024 |
461
shares
|
$203,374
0.02% of portfolio
|
Q1 2024
Reduced 12.85%
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 31, 2024 Q1 2024 |
460
shares
|
$202,933
0.15% of portfolio
|
Q4 2023
New holding
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 15, 2024 Q1 2024 |
459
shares
|
$202,492
0.06% of portfolio
|
Q1 2024
New holding
|
|
Holistic Financial Partners
|
May 08, 2024 Q1 2024 |
458
shares
|
$202,051
0.12% of portfolio
|
Q1 2024
Reduced 14.87%
|
|
Safeguard Financial, LLC
|
Apr 09, 2024 Q1 2024 |
458
shares
|
$202,051
0.07% of portfolio
|
Q1 2024
New holding
|
|
Landaas & CO
Milwaukee, WI |
May 09, 2024 Q1 2024 |
457
shares
|
$201,610
0.07% of portfolio
|
Q1 2024
New holding
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 15, 2024 Q1 2024 |
457
shares
|
$201,610
0.06% of portfolio
|
Q1 2024
Added 7.53%
|
|
Capital Investment Services Of America, Inc.
|
May 13, 2024 Q1 2024 |
456
shares
|
$201,168
0.02% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 09, 2024 Q1 2024 |
456
shares
|
$201,168
0.11% of portfolio
|
Q4 2023
Added 11.76%
|
|
Citizens National Bank Trust Department
|
May 03, 2024 Q1 2024 |
455
shares
|
$200,727
0.05% of portfolio
|
Q4 2021
New holding
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
455
shares
|
$200,727
0.08% of portfolio
|
Q1 2024
Added 13.75%
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
454
shares
|
$200,286
0.08% of portfolio
|
Q1 2024
New holding
|
|
Seldon Capital LP
San Francisco, CA |
May 14, 2024 Q1 2024 |
454
shares
|
$200,286
0.15% of portfolio
|
Q1 2024
New holding
|
|
Hoyle Cohen, LLC
|
May 15, 2024 Q1 2024 |
453
shares
|
$199,845
0.02% of portfolio
|
Q1 2024
New holding
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2024 Q1 2024 |
453
shares
|
$199,845
0.03% of portfolio
|
Q1 2024
New holding
|
|
Montz Harcus Wealth Management LLC
|
May 07, 2024 Q1 2024 |
451
shares
|
$198,963
0.15% of portfolio
|
Q1 2024
New holding
|
|
Capital Advisors Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
451
shares
|
$198,963
0.05% of portfolio
|
Q1 2024
New holding
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 20, 2024 Q1 2024 |
450
shares
|
$198,522
0.07% of portfolio
|
Q1 2024
Added 10.57%
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 10, 2024 Q1 2024 |
450
shares
|
$198,522
0.19% of portfolio
|
Q1 2024
New holding
|
|
Pacific Capital Wealth Advisors, Inc
|
May 15, 2024 Q1 2024 |
449
shares
|
$198,080
0.05% of portfolio
|
Q4 2023
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
449
shares
|
$198,080
0.04% of portfolio
|
Q1 2024
Added 2.51%
|