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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,635
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 67.49%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,625
shares
|
$2.33 Million
0.57% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
4,618
shares
|
$2.33 Million
1.02% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
4,603
shares
|
$2.32 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
4,583
shares
|
$2.31 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
4,581
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,567
shares
|
$2.3 Million
1.87% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
4,566
shares
|
$2.3 Million
0.31% of portfolio
|
Q4 2023
Added 1.62%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
4,558
shares
|
$2.3 Million
0.27% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,551
shares
|
$2.3 Million
0.25% of portfolio
|
Q3 2024
Added 135.32%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
4,550
shares
|
$2.3 Million
1.33% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
4,527
shares
|
$2.28 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Rmr Wealth Builders
|
Jan 10, 2025 Q4 2024 |
4,526
shares
|
$2.28 Million
0.25% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
4,505
shares
|
$2.27 Million
0.36% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
4,494
shares
|
$2.27 Million
0.93% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
4,490
shares
|
$2.27 Million
1.45% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
4,485
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.91%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
4,485
shares
|
$2.26 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,480
shares
|
$2.26 Million
0.06% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
4,478
shares
|
$2.26 Million
0.38% of portfolio
|
Q3 2024
Added 34.64%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
4,451
shares
|
$2.25 Million
0.57% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
4,450
shares
|
$2.25 Million
0.52% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
4,439
shares
|
$2.24 Million
0.38% of portfolio
|
Q3 2024
Added 81.26%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,437
shares
|
$2.24 Million
0.13% of portfolio
|
Q3 2024
Reduced 43.37%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,421
shares
|
$2.23 Million
0.31% of portfolio
|
Q3 2024
Reduced 65.81%
|