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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,508
shares
|
$3.28 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
6,504
shares
|
$3.28 Million
0.42% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
6,500
shares
|
$3.28 Million
0.97% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,488
shares
|
$3.27 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,432
shares
|
$3.25 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
6,417
shares
|
$3.24 Million
0.1% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
6,383
shares
|
$3.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,366
shares
|
$3.21 Million
0.41% of portfolio
|
Q1 2024
Added 361.64%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,343
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 71.53%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
6,332
shares
|
$3.2 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
6,332
shares
|
$3.2 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
6,329
shares
|
$3.19 Million
1.37% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
6,321
shares
|
$3.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
6,313
shares
|
$3.19 Million
0.1% of portfolio
|
Q3 2022
Added 47.98%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
6,306
shares
|
$3.18 Million
0.99% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
6,287
shares
|
$3.17 Million
0.24% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
6,271
shares
|
$3.16 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,254
shares
|
$3.16 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,243
shares
|
$3.15 Million
0.79% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,241
shares
|
$3.15 Million
1.6% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
6,240
shares
|
$3.15 Million
0.73% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
6,231
shares
|
$3.14 Million
1.12% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
6,224
shares
|
$3.14 Million
2.78% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
6,216
shares
|
$3.14 Million
0.58% of portfolio
|
Q3 2024
Added 84.89%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
6,211
shares
|
$3.13 Million
0.23% of portfolio
|
Q3 2024
Added 4.23%
|