Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,444 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 $342 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lynch Asset Management, Inc.
|
Oct 24, 2024 Q3 2024 |
6,925
shares
|
$3.49 Million
1.44% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
6,889
shares
|
$3.48 Million
1.04% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
6,876
shares
|
$3.47 Million
1.1% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
6,853
shares
|
$3.46 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
6,847
shares
|
$3.46 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
6,832
shares
|
$3.45 Million
0.18% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
6,781
shares
|
$3.42 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
6,772
shares
|
$3.42 Million
0.36% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
6,757
shares
|
$3.41 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
6,739
shares
|
$3.4 Million
0.19% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,733
shares
|
$3.4 Million
0.05% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
6,720
shares
|
$3.39 Million
1.91% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
6,692
shares
|
$3.38 Million
1.52% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
6,679
shares
|
$3.37 Million
0.24% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
6,667
shares
|
$3.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
6,655
shares
|
$3.36 Million
0.66% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
6,652
shares
|
$3.36 Million
1.08% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
6,644
shares
|
$3.35 Million
0.15% of portfolio
|
Q3 2024
Reduced 33.69%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
6,643
shares
|
$3.35 Million
0.48% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
6,636
shares
|
$3.35 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
6,631
shares
|
$3.35 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,595
shares
|
$3.33 Million
0.26% of portfolio
|
Q3 2024
Added 344.41%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,592
shares
|
$3.33 Million
0.23% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
6,564
shares
|
$3.31 Million
0.43% of portfolio
|
Q3 2024
Added 25.94%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,521
shares
|
$3.29 Million
0.5% of portfolio
|
Q3 2023
Added 0.32%
|