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 $309 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
258
shares
|
$117,557
0.01% of portfolio
|
Q2 2021
Added 75.51%
|
|
First Pacific Financial
|
Apr 24, 2024 Q1 2024 |
236
shares
|
$107,533
0.04% of portfolio
|
Q1 2024
Added 2.61%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
224
shares
|
$102,065
0.04% of portfolio
|
Q4 2023
Reduced 32.12%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
222
shares
|
$101,154
0.02% of portfolio
|
Q3 2023
Reduced 33.73%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
220
shares
|
$100,243
0.05% of portfolio
|
Q1 2024
Added 67.94%
|
|
High Mark Wealth Management LLC
|
Apr 26, 2024 Q1 2024 |
219
shares
|
$99,787
0.07% of portfolio
|
Q4 2023
Added 0.92%
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
217
shares
|
$98,876
0.02% of portfolio
|
Q2 2022
Added 13.02%
|
|
Washington Trust Advisors, Inc.
|
May 07, 2024 Q1 2024 |
208
shares
|
$94,775
0.01% of portfolio
|
Q1 2024
Reduced 28.03%
|
|
Evolution Advisers, Inc.
|
May 03, 2024 Q1 2024 |
205
shares
|
$93,408
0.06% of portfolio
|
Q4 2022
Reduced 42.25%
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 15, 2024 Q1 2024 |
205
shares
|
$93,408
0.07% of portfolio
|
Q4 2023
Added 272.73%
|
|
Financial Gravity Asset Management, Inc.
|
May 13, 2024 Q1 2024 |
202
shares
|
$92,041
0.02% of portfolio
|
Q1 2024
Added 417.95%
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
200
shares
|
$91,130
0.04% of portfolio
|
Q1 2022
New holding
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Apr 25, 2024 Q1 2024 |
200
shares
|
$91,130
0.04% of portfolio
|
Q4 2023
New holding
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 15, 2024 Q1 2024 |
200
shares
|
$91,130
0.05% of portfolio
|
Q1 2024
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
198
shares
|
$90,218
0.05% of portfolio
|
Q4 2023
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
197
shares
|
$89,763
0.04% of portfolio
|
Q4 2023
New holding
|
|
Davis Capital Management
Jacksonville, FL |
Apr 05, 2024 Q1 2024 |
197
shares
|
$89,763
0.08% of portfolio
|
Q4 2023
Added 2.07%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
192
shares
|
$87,484
0.01% of portfolio
|
Q1 2024
Added 4.92%
|
|
Old Point Trust & Financial Services N A
|
May 14, 2024 Q1 2024 |
185
shares
|
$84,295
0.03% of portfolio
|
Q1 2024
Added 428.57%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
185
shares
|
$84,295
0.04% of portfolio
|
Q4 2023
New holding
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 08, 2024 Q1 2024 |
182
shares
|
$82,928
0.04% of portfolio
|
Q3 2023
Added 0.55%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
177
shares
|
$80,650
0.02% of portfolio
|
Q1 2024
Added 9.26%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
176
shares
|
$80,194
0.07% of portfolio
|
Q1 2024
Added 15.03%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
175
shares
|
$79,738
0.03% of portfolio
|
Q1 2022
Reduced 18.6%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
173
shares
|
$78,827
0.12% of portfolio
|
Q1 2024
New holding
|