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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
14,934
shares
|
$7.71 Million
0.19% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
14,928
shares
|
$7.71 Million
0.09% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,927
shares
|
$7.71 Million
0.08% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
14,912
shares
|
$7.7 Million
3.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
14,849
shares
|
$7.67 Million
2.44% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
14,841
shares
|
$7.66 Million
1.12% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
14,834
shares
|
$7.66 Million
0.82% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
14,825
shares
|
$7.66 Million
0.32% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
14,801
shares
|
$7.64 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
14,757
shares
|
$7.62 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
14,737
shares
|
$7.61 Million
0.17% of portfolio
|
Q3 2024
Added 44.07%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
14,667
shares
|
$7.57 Million
1.89% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
14,660
shares
|
$7.57 Million
1.8% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
14,656
shares
|
$7.57 Million
0.9% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
14,645
shares
|
$7.56 Million
3.8% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,604
shares
|
$7.54 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
14,602
shares
|
$7.54 Million
2.28% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
14,600
shares
|
$7.54 Million
0.07% of portfolio
|
Q3 2024
Reduced 75.31%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
14,556
shares
|
$7.52 Million
1.26% of portfolio
|
Q3 2024
Added 18.86%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
14,506
shares
|
$7.49 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2024 Q3 2024 |
14,502
shares
|
$7.49 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 12, 2024 Q3 2024 |
14,494
shares
|
$7.48 Million
1.62% of portfolio
|
Q3 2024
Reduced 51.08%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
14,493
shares
|
$7.48 Million
1.77% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,462
shares
|
$7.47 Million
0.61% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
14,458
shares
|
$7.47 Million
0.14% of portfolio
|
Q3 2024
Added 13.41%
|