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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
5,290
shares
|
$2.67 Million
0.25% of portfolio
|
Q3 2024
Reduced 81.75%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Nov 01, 2024 Q3 2024 |
5,287
shares
|
$2.67 Million
1.66% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
5,276
shares
|
$2.66 Million
0.68% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
5,273
shares
|
$2.66 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5,270
shares
|
$2.66 Million
0.37% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
5,257
shares
|
$2.65 Million
0.49% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
5,253
shares
|
$2.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5,239
shares
|
$2.64 Million
0.56% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
5,237
shares
|
$2.64 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
5,234
shares
|
$2.64 Million
0.35% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
5,229
shares
|
$2.64 Million
1.21% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,228
shares
|
$2.64 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,217
shares
|
$2.63 Million
0.35% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
5,184
shares
|
$2.62 Million
1.38% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
5,173
shares
|
$2.61 Million
1.38% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
5,172
shares
|
$2.61 Million
1.07% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
5,172
shares
|
$2.61 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
5,162
shares
|
$2.61 Million
0.71% of portfolio
|
Q3 2022
Reduced 0.21%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
5,156
shares
|
$2.6 Million
1.27% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
5,147
shares
|
$2.6 Million
0.67% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
5,140
shares
|
$2.59 Million
0.07% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
5,107
shares
|
$2.58 Million
0.31% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
5,098
shares
|
$2.57 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
5,079
shares
|
$2.56 Million
0.24% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,067
shares
|
$2.56 Million
0.16% of portfolio
|
Q3 2024
Reduced 31.87%
|