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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,665
shares
|
$4.99 Million
0.52% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,645
shares
|
$4.98 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
9,644
shares
|
$4.98 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,642
shares
|
$4.98 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
9,642
shares
|
$4.98 Million
1.28% of portfolio
|
Q4 2020
Added 17.69%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,633
shares
|
$4.97 Million
0.68% of portfolio
|
Q2 2023
Reduced 16.45%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
9,629
shares
|
$4.97 Million
4.83% of portfolio
|
Q1 2024
Reduced 7.4%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
9,614
shares
|
$4.96 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
9,610
shares
|
$4.96 Million
0.73% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,598
shares
|
$4.96 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,567
shares
|
$4.94 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
9,537
shares
|
$4.92 Million
0.87% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Martin Capital Advisors, LLP
|
Oct 11, 2024 Q3 2024 |
9,528
shares
|
$4.92 Million
3.36% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
9,526
shares
|
$4.92 Million
0.86% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
9,514
shares
|
$4.91 Million
0.27% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
9,510
shares
|
$4.91 Million
0.25% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
9,485
shares
|
$4.9 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
9,470
shares
|
$4.89 Million
0.18% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
9,467
shares
|
$4.89 Million
0.51% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
9,380
shares
|
$4.84 Million
4.42% of portfolio
|
Q3 2024
New holding
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
9,357
shares
|
$4.83 Million
1.13% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
9,345
shares
|
$4.83 Million
0.44% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Whitford Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,339
shares
|
$4.82 Million
2.62% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
9,304
shares
|
$4.8 Million
0.64% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,301
shares
|
$4.8 Million
0.17% of portfolio
|
Q3 2024
Added 31.06%
|