Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,443 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 $350 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
32,680
shares
|
$16.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Jackson Hill Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
32,500
shares
|
$16.8 Million
9.44% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
32,489
shares
|
$16.8 Million
0.65% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
32,475
shares
|
$16.8 Million
1.17% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
32,342
shares
|
$16.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
32,272
shares
|
$16.7 Million
4.57% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
32,234
shares
|
$16.6 Million
0.72% of portfolio
|
Q2 2022
Added 7.24%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,014
shares
|
$16.5 Million
0.39% of portfolio
|
Q3 2022
Reduced 2.62%
|
|
|
Bluegrass Capital Partners LP
Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
32,000
shares
|
$16.5 Million
15.72% of portfolio
|
Q3 2024
Added 52.38%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
31,631
shares
|
$16.3 Million
4.17% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
31,569
shares
|
$16.3 Million
0.21% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
31,463
shares
|
$16.2 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
31,302
shares
|
$16.2 Million
2.77% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
31,069
shares
|
$16 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
31,051
shares
|
$16 Million
0.68% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
31,042
shares
|
$16 Million
1.61% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
30,987
shares
|
$16 Million
2.6% of portfolio
|
Q3 2024
Added 74.76%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
30,845
shares
|
$15.9 Million
0.13% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
30,835
shares
|
$15.9 Million
0.94% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
30,830
shares
|
$15.9 Million
2.81% of portfolio
|
Q2 2023
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
30,807
shares
|
$15.9 Million
0.63% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
30,562
shares
|
$15.8 Million
0.56% of portfolio
|
Q1 2024
Reduced 64.36%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
30,490
shares
|
$15.7 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
30,203
shares
|
$15.6 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Claar Advisors LLC
New York, NY |
Dec 10, 2024 Q3 2024 |
30,190
shares
|
$15.6 Million
5.07% of portfolio
|
Q1 2024
Reduced 6.53%
|