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 |
|---|---|---|---|---|---|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
439
shares
|
$221,550
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
438
shares
|
$221,045
0.08% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
437
shares
|
$220,540
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
435
shares
|
$219,531
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
435
shares
|
$219,531
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
434
shares
|
$219,026
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
433
shares
|
$218,522
0.05% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
430
shares
|
$217,008
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
430
shares
|
$217,008
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
430
shares
|
$217,008
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
428
shares
|
$215,998
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
427
shares
|
$215,494
0.07% of portfolio
|
Q3 2024
Reduced 31.35%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
425
shares
|
$214,484
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
424
shares
|
$213,980
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
424
shares
|
$213,980
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
422
shares
|
$212,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
422
shares
|
$212,970
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
421
shares
|
$212,466
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
421
shares
|
$212,466
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
421
shares
|
$212,466
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
420
shares
|
$211,961
0.1% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
418
shares
|
$210,952
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
418
shares
|
$210,952
0.03% of portfolio
|
Q3 2024
Reduced 58.03%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
418
shares
|
$210,952
0.04% of portfolio
|
Q3 2024
Reduced 47.36%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 06, 2025 Q4 2024 |
416
shares
|
$209,942
0.04% of portfolio
|
Q4 2024
Reduced 5.67%
|