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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,462
shares
|
$5.4 Million
0.35% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
10,462
shares
|
$5.4 Million
2.79% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
10,459
shares
|
$5.4 Million
1.65% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
10,440
shares
|
$5.39 Million
0.36% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,433
shares
|
$5.39 Million
0.4% of portfolio
|
Q3 2024
Added 35.46%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,402
shares
|
$5.37 Million
1.83% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
10,401
shares
|
$5.37 Million
0.5% of portfolio
|
Q2 2024
Added 46.04%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
10,386
shares
|
$5.36 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
10,343
shares
|
$5.34 Million
0.12% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Trium Capital LLP
London, X0 |
Oct 07, 2024 Q3 2024 |
10,338
shares
|
$5.34 Million
1.46% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
10,325
shares
|
$5.33 Million
0.12% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
10,323
shares
|
$5.33 Million
0.84% of portfolio
|
Q3 2024
Added 62.7%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
10,309
shares
|
$5.32 Million
4.08% of portfolio
|
Q2 2023
Reduced 34.89%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
10,300
shares
|
$5.32 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
10,283
shares
|
$5.31 Million
0.18% of portfolio
|
Q3 2024
Reduced 15.69%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
10,282
shares
|
$5.31 Million
0.67% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,248
shares
|
$5.29 Million
0.55% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Reliant Investment Management, LLC
|
Oct 08, 2024 Q3 2024 |
10,239
shares
|
$5.29 Million
2.54% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,231
shares
|
$5.28 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
10,227
shares
|
$5.28 Million
0.69% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
10,212
shares
|
$5.27 Million
0.36% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
10,202
shares
|
$5.27 Million
0.65% of portfolio
|
Q3 2024
Added 88.93%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
10,199
shares
|
$5.27 Million
2.16% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,141
shares
|
$5.24 Million
0.11% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
10,120
shares
|
$5.23 Million
1.28% of portfolio
|
Q3 2024
Added 6.83%
|