Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,332 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 $303 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Studio Investment Management LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
35
shares
|
$15,647
0.0% of portfolio
|
Q2 2022
New holding
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
33
shares
|
$14,753
0.0% of portfolio
|
Q1 2024
Reduced 99.22%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Apr 30, 2024 Q1 2024 |
33
shares
|
$14,753
0.02% of portfolio
|
Q4 2023
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
32
shares
|
$14,306
0.0% of portfolio
|
Q4 2022
New holding
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
31
shares
|
$13,859
0.01% of portfolio
|
Q4 2022
New holding
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
30
shares
|
$13,412
0.0% of portfolio
|
Q2 2023
New holding
|
|
Sanctuary Wealth Management, L.L.C.
|
May 07, 2024 Q1 2024 |
28
shares
|
$12,517
0.01% of portfolio
|
Q4 2022
New holding
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
28
shares
|
$12,517
0.0% of portfolio
|
Q4 2022
New holding
|
|
Live Oak Investment Partners
Austin, TX |
Feb 14, 2024 Q4 2023 |
26
shares
|
$11,623
0.01% of portfolio
|
Q4 2022
New holding
|
|
Tctc Holdings, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
25
shares
|
$11,176
0.0% of portfolio
|
Q3 2023
Added 66.67%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
25
shares
|
$11,176
0.0% of portfolio
|
Q1 2022
Reduced 34.21%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
23
shares
|
$10,282
0.0% of portfolio
|
Q2 2021
Reduced 30.3%
|
|
Carson Allaria Wealth Management, Ltd.
|
May 07, 2024 Q1 2024 |
23
shares
|
$10,282
0.01% of portfolio
|
Q3 2023
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
23
shares
|
$10,282
0.01% of portfolio
|
Q4 2023
New holding
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 14, 2024 Q1 2024 |
22
shares
|
$9,835
0.0% of portfolio
|
Q4 2022
New holding
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2024 Q1 2024 |
21
shares
|
$9,388
0.01% of portfolio
|
Q4 2023
Reduced 98.85%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
May 01, 2024 Q1 2024 |
21
shares
|
$9,388
0.0% of portfolio
|
Q1 2024
Reduced 48.78%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Feb 13, 2024 Q4 2023 |
21
shares
|
$9,388
0.01% of portfolio
|
Q4 2023
New holding
|
|
Financial Avengers, Inc.
Oakland, CA |
May 10, 2024 Q1 2024 |
20
shares
|
$8,941
0.0% of portfolio
|
Q4 2020
New holding
|
|
Jdm Financial Group LLC
Encino, CA |
May 08, 2024 Q1 2024 |
20
shares
|
$8,941
0.01% of portfolio
|
Q4 2022
New holding
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 13, 2024 Q1 2024 |
18
shares
|
$8,047
0.0% of portfolio
|
Q4 2022
Added 12.5%
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
17
shares
|
$7,600
0.0% of portfolio
|
Q1 2024
Reduced 55.26%
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2024 Q1 2024 |
17
shares
|
$7,600
0.41% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
Keener Financial Planning LLC
Keller, TX |
May 03, 2024 Q1 2024 |
16
shares
|
$7,153
0.01% of portfolio
|
Q4 2023
New holding
|
|
Hoese & CO LLP
|
Apr 08, 2024 Q1 2024 |
15
shares
|
$6,706
0.01% of portfolio
|
Q1 2024
Reduced 42.31%
|