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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
473
shares
|
$238,708
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
471
shares
|
$237,699
0.04% of portfolio
|
Q3 2024
Added 41.87%
|
|
|
Moody Aldrich Partners LLC
|
Oct 22, 2024 Q3 2024 |
471
shares
|
$237,699
0.05% of portfolio
|
Q3 2024
Reduced 37.03%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
471
shares
|
$237,699
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
471
shares
|
$237,699
0.09% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
470
shares
|
$237,194
0.16% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
467
shares
|
$235,680
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
467
shares
|
$235,680
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
466
shares
|
$235,176
0.12% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
465
shares
|
$234,671
0.03% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
465
shares
|
$234,671
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
465
shares
|
$234,671
0.01% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
465
shares
|
$234,671
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
465
shares
|
$234,671
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
465
shares
|
$234,671
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
465
shares
|
$234,671
0.1% of portfolio
|
Q3 2024
Reduced 29.01%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
464
shares
|
$234,166
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
463
shares
|
$233,662
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
463
shares
|
$233,662
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
462
shares
|
$233,157
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
462
shares
|
$233,157
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
460
shares
|
$232,148
0.06% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
460
shares
|
$232,148
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
460
shares
|
$232,148
0.04% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
459
shares
|
$231,643
0.05% of portfolio
|
Q3 2024
Reduced 14.04%
|