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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
12,025
shares
|
$6.21 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,024
shares
|
$6.21 Million
0.05% of portfolio
|
Q2 2022
Reduced 1.35%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
12,001
shares
|
$6.2 Million
4.08% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$6.2 Million
0.4% of portfolio
|
Q3 2024
Reduced 43.93%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
11,959
shares
|
$6.18 Million
0.21% of portfolio
|
Q4 2024
Added 23.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,951
shares
|
$6.17 Million
0.17% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
11,900
shares
|
$6.15 Million
0.18% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
11,894
shares
|
$6.14 Million
0.4% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,881
shares
|
$6.14 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
11,847
shares
|
$6.12 Million
0.9% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
11,829
shares
|
$6.11 Million
1.46% of portfolio
|
Q1 2024
Reduced 42.04%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
11,775
shares
|
$6.08 Million
3.15% of portfolio
|
Q3 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
11,711
shares
|
$6.05 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,683
shares
|
$6.03 Million
0.18% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
11,674
shares
|
$6.03 Million
0.39% of portfolio
|
Q4 2022
Added 121.22%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
11,673
shares
|
$6.03 Million
3.64% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
11,666
shares
|
$6.02 Million
0.16% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,663
shares
|
$6.02 Million
0.21% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
11,644
shares
|
$6.01 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,639
shares
|
$6.01 Million
0.29% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
11,629
shares
|
$6.01 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,615
shares
|
$6 Million
0.35% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
11,605
shares
|
$5.99 Million
1.97% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,477
shares
|
$5.93 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
11,450
shares
|
$5.91 Million
1.43% of portfolio
|
Q1 2024
Reduced 0.39%
|