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 |
|---|---|---|---|---|---|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
5,970
shares
|
$3.01 Million
2.12% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,958
shares
|
$3.01 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
5,955
shares
|
$3.01 Million
0.22% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
5,947
shares
|
$3 Million
2.58% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
5,937
shares
|
$3 Million
1.19% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
5,906
shares
|
$2.98 Million
1.88% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,903
shares
|
$2.98 Million
2.38% of portfolio
|
Q3 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
5,842
shares
|
$2.95 Million
0.46% of portfolio
|
Q3 2022
Reduced 2.03%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
5,831
shares
|
$2.94 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
5,815
shares
|
$2.93 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
5,815
shares
|
$2.93 Million
0.48% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
5,804
shares
|
$2.93 Million
1.38% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,796
shares
|
$2.93 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
5,779
shares
|
$2.92 Million
0.25% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
5,774
shares
|
$2.91 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,764
shares
|
$2.91 Million
0.24% of portfolio
|
Q4 2022
Reduced 4.54%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
5,753
shares
|
$2.9 Million
0.48% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
5,745
shares
|
$2.9 Million
0.51% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
5,733
shares
|
$2.89 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,730
shares
|
$2.89 Million
0.52% of portfolio
|
Q2 2022
Added 4.01%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
5,723
shares
|
$2.89 Million
0.13% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,718
shares
|
$2.89 Million
0.76% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
5,700
shares
|
$2.88 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
5,696
shares
|
$2.87 Million
0.34% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
5,678
shares
|
$2.87 Million
0.22% of portfolio
|
Q3 2024
Added 5.3%
|