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 |
---|---|---|---|---|---|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
8,920
shares
|
$4.61 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
8,898
shares
|
$4.59 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
8,893
shares
|
$4.59 Million
0.17% of portfolio
|
Q3 2024
Added 17.09%
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,885
shares
|
$4.59 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
8,841
shares
|
$4.57 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
8,813
shares
|
$4.55 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
8,791
shares
|
$4.54 Million
0.85% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
8,775
shares
|
$4.53 Million
0.22% of portfolio
|
Q3 2024
Added 0.75%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
8,758
shares
|
$4.52 Million
0.14% of portfolio
|
Q3 2024
Added 3.42%
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
8,751
shares
|
$4.52 Million
0.09% of portfolio
|
Q3 2024
Added 17.72%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,730
shares
|
$4.51 Million
0.03% of portfolio
|
Q3 2024
Added 1.23%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
8,728
shares
|
$4.51 Million
0.16% of portfolio
|
Q3 2024
Added 5.33%
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
8,719
shares
|
$4.5 Million
0.46% of portfolio
|
Q3 2024
Added 0.35%
|
|
In Depth Partners, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
8,718
shares
|
$4.5 Million
4.47% of portfolio
|
Q3 2024
Reduced 50.43%
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,712
shares
|
$4.5 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
8,702
shares
|
$4.49 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
8,697
shares
|
$4.49 Million
0.46% of portfolio
|
Q3 2024
Added 12.74%
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
8,696
shares
|
$4.49 Million
1.78% of portfolio
|
Q4 2023
Reduced 65.1%
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
8,685
shares
|
$4.48 Million
1.73% of portfolio
|
Q3 2024
Added 0.06%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
8,682
shares
|
$4.48 Million
0.2% of portfolio
|
Q3 2024
Added 0.59%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
8,663
shares
|
$4.47 Million
0.57% of portfolio
|
Q3 2024
Reduced 27.18%
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
8,623
shares
|
$4.45 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
8,616
shares
|
$4.45 Million
1.73% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
8,591
shares
|
$4.44 Million
2.47% of portfolio
|
Q3 2024
Added 0.83%
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
8,522
shares
|
$4.4 Million
0.23% of portfolio
|
Q4 2024
Added 2.71%
|