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 |
---|---|---|---|---|---|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
110
shares
|
$50,121
0.12% of portfolio
|
Q2 2022
New holding
|
|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
107
shares
|
$48,754
0.0% of portfolio
|
Q1 2024
Added 143.18%
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
107
shares
|
$48,754
0.01% of portfolio
|
Q3 2022
Added 10.31%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 15, 2024 Q1 2024 |
107
shares
|
$48,754
0.04% of portfolio
|
Q1 2024
Reduced 6.14%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
106
shares
|
$48,298
0.01% of portfolio
|
Q1 2022
Added 24.71%
|
|
Belmont Capital, LLC
|
May 14, 2024 Q1 2024 |
103
shares
|
$46,931
0.01% of portfolio
|
Q1 2024
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
103
shares
|
$46,931
0.01% of portfolio
|
Q4 2023
Reduced 97.66%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Apr 17, 2024 Q1 2024 |
100
shares
|
$45,565
0.03% of portfolio
|
Q3 2022
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
100
shares
|
$45,565
0.03% of portfolio
|
Q3 2023
Reduced 2.91%
|
|
Jcic Asset Management Inc.
Toronto, A6 |
May 06, 2024 Q1 2024 |
100
shares
|
$45,565
0.02% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 01, 2024 Q1 2024 |
100
shares
|
$45,565
0.02% of portfolio
|
Q1 2024
Added 1.01%
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
99
shares
|
$45,109
0.04% of portfolio
|
Q1 2024
Added 450.0%
|
|
Rocky Mountain Advisers, LLC
|
Apr 26, 2024 Q1 2024 |
98
shares
|
$44,653
0.04% of portfolio
|
Q2 2021
New holding
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
95
shares
|
$43,286
0.01% of portfolio
|
Q3 2023
New holding
|
|
Rfp Financial Group LLC
Atlanta, GA |
May 09, 2024 Q1 2024 |
95
shares
|
$43,286
0.02% of portfolio
|
Q1 2024
Added 9.2%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
94
shares
|
$42,831
0.03% of portfolio
|
Q1 2024
Added 168.57%
|
|
Riggs Asset Managment Co. Inc.
|
May 03, 2024 Q1 2024 |
93
shares
|
$42,375
0.01% of portfolio
|
Q1 2024
Added 27.4%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
93
shares
|
$42,375
0.03% of portfolio
|
Q1 2024
Added 55.0%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
91
shares
|
$41,464
0.01% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Core First Bank & Trust
Topeka, KS |
May 15, 2024 Q1 2024 |
90
shares
|
$41,008
0.03% of portfolio
|
Q1 2024
Reduced 21.74%
|
|
Steph & CO
|
Apr 12, 2024 Q1 2024 |
89
shares
|
$40,552
0.02% of portfolio
|
Q1 2024
New holding
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 10, 2024 Q1 2024 |
87
shares
|
$39,641
0.02% of portfolio
|
Q4 2020
New holding
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 09, 2024 Q1 2024 |
87
shares
|
$39,641
0.01% of portfolio
|
Q4 2023
New holding
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
87
shares
|
$39,641
0.02% of portfolio
|
Q1 2024
Added 4.82%
|
|
Maryland Capital Advisors Inc.
|
Apr 11, 2024 Q1 2024 |
85
shares
|
$38,730
0.03% of portfolio
|
Q1 2024
Reduced 6.59%
|