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 |
|---|---|---|---|---|---|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,419
shares
|
$2.23 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,412
shares
|
$2.23 Million
0.28% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,395
shares
|
$2.22 Million
0.36% of portfolio
|
Q1 2024
Added 71.95%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
4,386
shares
|
$2.21 Million
0.93% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Nov 12, 2024 Q3 2024 |
4,382
shares
|
$2.21 Million
1.27% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
4,377
shares
|
$2.21 Million
0.49% of portfolio
|
Q3 2024
Added 17.76%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
4,376
shares
|
$2.21 Million
0.2% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
4,375
shares
|
$2.21 Million
0.61% of portfolio
|
Q2 2024
Reduced 56.87%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
4,359
shares
|
$2.2 Million
0.66% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Tremblant Capital Group
Stamford, CT |
Nov 14, 2024 Q3 2024 |
4,358
shares
|
$2.2 Million
0.26% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
4,352
shares
|
$2.2 Million
0.79% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
4,352
shares
|
$2.2 Million
0.92% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,351
shares
|
$2.2 Million
0.15% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
4,348
shares
|
$2.19 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
4,347
shares
|
$2.19 Million
1.1% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
4,342
shares
|
$2.19 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,341
shares
|
$2.19 Million
0.19% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
4,338
shares
|
$2.19 Million
1.58% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,336
shares
|
$2.19 Million
0.86% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,336
shares
|
$2.19 Million
0.19% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
4,319
shares
|
$2.18 Million
0.16% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
4,316
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2024
Reduced 60.2%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,314
shares
|
$2.18 Million
0.34% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
4,302
shares
|
$2.17 Million
0.18% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
4,302
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2024
Added 11.97%
|