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 |
|---|---|---|---|---|---|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
5,065
shares
|
$2.56 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
5,062
shares
|
$2.55 Million
0.26% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
James Hambro & Partners
|
Oct 21, 2024 Q3 2024 |
5,043
shares
|
$2.55 Million
0.11% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
5,039
shares
|
$2.54 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,035
shares
|
$2.54 Million
0.41% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,028
shares
|
$2.54 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,027
shares
|
$2.54 Million
0.22% of portfolio
|
Q3 2024
Reduced 43.18%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,017
shares
|
$2.53 Million
1.71% of portfolio
|
Q1 2023
Added 3.04%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
5,002
shares
|
$2.52 Million
0.28% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
4,998
shares
|
$2.52 Million
0.94% of portfolio
|
Q4 2020
New holding
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
4,992
shares
|
$2.52 Million
0.22% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
4,990
shares
|
$2.52 Million
1.62% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,956
shares
|
$2.5 Million
0.11% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,953
shares
|
$2.5 Million
0.05% of portfolio
|
Q3 2024
Added 374.43%
|
|
|
Rdst Capital LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
4,930
shares
|
$2.49 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,921
shares
|
$2.48 Million
0.87% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,914
shares
|
$2.48 Million
0.14% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
4,886
shares
|
$2.47 Million
0.44% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,886
shares
|
$2.47 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
4,881
shares
|
$2.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
4,863
shares
|
$2.45 Million
0.08% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
4,858
shares
|
$2.45 Million
0.13% of portfolio
|
Q3 2022
Added 60.33%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
4,855
shares
|
$2.45 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,851
shares
|
$2.45 Million
0.3% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
4,850
shares
|
$2.45 Million
0.49% of portfolio
|
Q3 2024
Added 17.46%
|