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 |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
493
shares
|
$248,802
0.02% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
492
shares
|
$248,297
0.07% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
491
shares
|
$247,792
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
491
shares
|
$247,792
0.12% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
490
shares
|
$247,288
0.01% of portfolio
|
Q2 2024
Added 10.11%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
490
shares
|
$247,288
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
490
shares
|
$247,288
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
488
shares
|
$246,278
0.06% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
488
shares
|
$246,278
0.41% of portfolio
|
Q3 2024
Reduced 68.17%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
488
shares
|
$246,278
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
487
shares
|
$245,774
0.11% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
483
shares
|
$243,755
0.14% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
483
shares
|
$243,755
0.21% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
482
shares
|
$243,250
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
481
shares
|
$242,746
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
477
shares
|
$240,727
0.08% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
476
shares
|
$240,222
0.05% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
476
shares
|
$240,222
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Heathbridge Capital Management Ltd.
|
Oct 16, 2024 Q3 2024 |
475
shares
|
$239,718
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
475
shares
|
$239,718
0.07% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
475
shares
|
$239,718
0.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
475
shares
|
$239,718
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
475
shares
|
$239,718
0.08% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
473
shares
|
$238,708
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
473
shares
|
$238,708
0.14% of portfolio
|
Q3 2024
Reduced 1.46%
|