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 |
|---|---|---|---|---|---|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
4,300
shares
|
$2.17 Million
0.28% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
4,272
shares
|
$2.16 Million
0.23% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
4,272
shares
|
$2.16 Million
1.08% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
4,263
shares
|
$2.15 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,257
shares
|
$2.15 Million
1.37% of portfolio
|
Q3 2023
Reduced 54.27%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
4,250
shares
|
$2.14 Million
0.78% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
4,238
shares
|
$2.14 Million
0.5% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
4,228
shares
|
$2.13 Million
1.19% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
4,225
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
4,221
shares
|
$2.13 Million
0.52% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
4,220
shares
|
$2.13 Million
0.2% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,210
shares
|
$2.12 Million
0.8% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,201
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,196
shares
|
$2.12 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
4,195
shares
|
$2.12 Million
0.86% of portfolio
|
Q3 2023
Reduced 10.36%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,189
shares
|
$2.11 Million
0.13% of portfolio
|
Q3 2022
Added 0.89%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
4,169
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,151
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,133
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,129
shares
|
$2.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
4,129
shares
|
$2.08 Million
1.54% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
4,126
shares
|
$2.08 Million
0.62% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
4,108
shares
|
$2.07 Million
0.27% of portfolio
|
Q3 2024
Added 19.04%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,093
shares
|
$2.07 Million
0.16% of portfolio
|
Q3 2024
Reduced 30.34%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
4,092
shares
|
$2.07 Million
0.38% of portfolio
|
Q2 2024
Reduced 4.1%
|