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 |
---|---|---|---|---|---|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
414
shares
|
$208,933
0.08% of portfolio
|
Q3 2024
New holding
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
414
shares
|
$208,933
0.07% of portfolio
|
Q3 2024
Reduced 42.26%
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
413
shares
|
$208,428
0.08% of portfolio
|
Q3 2024
New holding
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
412
shares
|
$207,924
0.05% of portfolio
|
Q3 2024
New holding
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
412
shares
|
$207,924
0.03% of portfolio
|
Q3 2024
New holding
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
412
shares
|
$207,924
0.02% of portfolio
|
Q3 2024
New holding
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
412
shares
|
$207,924
0.13% of portfolio
|
Q3 2024
New holding
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
410
shares
|
$206,914
0.03% of portfolio
|
Q3 2024
New holding
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
409
shares
|
$206,410
0.02% of portfolio
|
Q3 2024
New holding
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
409
shares
|
$206,410
0.15% of portfolio
|
Q3 2024
New holding
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
409
shares
|
$206,410
0.07% of portfolio
|
Q3 2024
New holding
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
406
shares
|
$204,896
0.04% of portfolio
|
Q3 2024
New holding
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
406
shares
|
$204,896
0.01% of portfolio
|
Q3 2024
New holding
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
403
shares
|
$203,382
0.07% of portfolio
|
Q2 2024
New holding
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
400
shares
|
$201,868
0.02% of portfolio
|
Q3 2022
New holding
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
400
shares
|
$201,868
0.12% of portfolio
|
Q2 2024
New holding
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
400
shares
|
$201,868
0.02% of portfolio
|
Q3 2024
Reduced 52.1%
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
385
shares
|
$194,297
0.04% of portfolio
|
Q3 2024
Added 7.54%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
382
shares
|
$192,783
0.07% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
380
shares
|
$191,774
0.14% of portfolio
|
Q4 2024
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
380
shares
|
$191,774
0.04% of portfolio
|
Q3 2024
Added 4.4%
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
376
shares
|
$189,755
0.13% of portfolio
|
Q3 2024
Added 3.01%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
372
shares
|
$187,737
0.02% of portfolio
|
Q3 2024
Added 9.41%
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
370
shares
|
$186,727
0.16% of portfolio
|
Q2 2024
New holding
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
360
shares
|
$181,681
0.12% of portfolio
|
Q3 2024
Added 29.5%
|